Defined Benefit (Pension) · DOL Form 5500 · 2023

Joint Board of Trustees of Bac Local 23 North Shore Chapter Pension Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
537
Participants Below avg headcount
92nd
Percentile by assets National rank
$196,518
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bac Local 23 North Shore Chapter Pension Fund · Sponsored by Joint Board of Trustees of Bac Local 23 North Shore Chapter · Ohio · Construction

$106M in assets, 537 participants

Joint Board of Trustees of Bac Local 23 North Shore Chapter's Bac Local 23 North Shore Chapter Pension Fund reported $106M in total assets and 537 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,127 in Construction (9,030 peers)

Where Bac Local 23 North Shore Chapter Pension Fund sits by assets

Bac Local 23 North Shore Chapter Pension Fund sits in the top 10% of all filed plans by assets, $106M for 537 participants (~$196,518/participant), up 7.2% in 2023.

#8,127
in Construction (9,030 peers)
+7.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Bac Local 23 North Shore Chapter Pension Fund's outsized position by total assets

Bac Local 23 North Shore Chapter Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$105,530,377 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Bac Local 23 North Shore Chapter Pension Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bac Local 23 North Shore Chapter Pension Fund sits mid-pack in the medium band (537 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bac Local 23 North Shore Chapter Pension Fund reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Bac Local 23 North Shore Chapter Pension Fund end-of-year assets rose from $98M in the plan year 2022 filing to $106M in the plan year 2023 filing.
  • Bac Local 23 North Shore Chapter Pension Fund reported participants rose from 530 in the plan year 2022 filing to 537 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 621523674 · Joint Board of Trustees of Bac Local 23 North Shore Chapter PY 2023 · Defined Benefit (Pension)

Bac Local 23 North Shore Chapter Pension Fund · $106M · 537 · 92nd

  • EIN $106M
  • EIN 537
  • EIN 92nd
  • EIN Defined Benefit (Pension)
  • EIN near B. Braun Medical, Inc. Pension Plan
  • EIN ind #8127

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Ohio →

Bac Local 23 North Shore Chapter Pension Fund in the asset neighbourhood

Aomc Pension Plan for Non-Union EmployeesAomc Pension Plan for Non-Un…$106MBac Local 23 North Shore Chapter Pension FundBac Local 23 North Shore Cha…$106MB. Braun Medical, Inc. Pension PlanB. Braun Medical, Inc. Pensi…$106MPrecoat Pension Plan$105MCwc Castings Div of Textron, Inc. Hry-Rated Ees' Pen PlanCwc Castings Div of Textron,…$105M
End-of-year total assets ($M) among Bac Local 23 North Shore Chapter Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$105M
Net Income$7M
Employer EIN621523674
Plan Effective Date1961-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees of Bac Local 23 North Shore Chapter)

Sponsor-wide plan assets over time

All Joint Board of Trustees of Bac Local 23 North Shore Chapter plans reported in each filing year

Latest sponsor-wide plan assets
$112M 13.633386326945384% vs 2022
2024 filing year
$95M$100M$105M$110M$115M 202220232024 $98.5M $112M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 530 $98M
2023 1 537 $106M
2024 1 535 $112M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bac Local 23 North Shore Chapter Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Bac Local 23 North Shore Chapter Pension Fund, Total assets ($B): 0.105530377 · Participants: 537Bac Local 23 North Shore Chapter Pension FundFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Bac Local 23 North Shore Chapter Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Bac Local 23 North Shore Chapter Pension Fund side-by-side with 3 peers →

Bac Local 23 North Shore Chapter Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is B. Braun Medical, Inc. Pension Plan in PA ($106M); by covered participants it is Nusenda Federal Credit Union Cash Balance Defined Benefit Plan in NM (537 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106M here).

Similar participant headcount

Nearest other-state filings by covered participants (537 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bac Local 23 North Shore Chapter Pension Fund assets move in 2023? ▼
Bac Local 23 North Shore Chapter Pension Fund grew at a solid clip - up 7.2% during 2023, from $98M to $106M. Reported net income was $7M.
How have Joint Board of Trustees of Bac Local 23 North Shore Chapter plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees of Bac Local 23 North Shore Chapter's sponsor-wide assets grew 13.6%, from $98M to $112M.
Where does Bac Local 23 North Shore Chapter Pension Fund rank by assets among Form 5500 filers? ▼
Bac Local 23 North Shore Chapter Pension Fund ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bac Local 23 North Shore Chapter Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is B. Braun Medical, Inc. Pension Plan in PA ($106M, 1,968 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bac Local 23 North Shore Chapter Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nusenda Federal Credit Union Cash Balance Defined Benefit Plan in NM (537 participants, $82M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621523674.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.