Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund Pension Plan
Data updated 2026-08-25
- $615M
- Total assets Above avg plan size
- 1,550
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $396,894
- Avg per participant High balance/head
Official DOL plan name: Local 295 I.B.T. Employer Group Pension Trust Fund · Sponsored by Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund · New York · Transportation & Warehousing
$615M in assets, 1,550 participants
Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund's Local 295 I.B.T. Employer Group Pension Trust Fund reported $615M in total assets and 1,550 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,250 in Transportation & Warehousing (3,362 peers)
Where Local 295 I.B.T. Employer Group Pension Trust Fund sits by assets
Local 295 I.B.T. Employer Group Pension Trust Fund sits in the top 5% of all filed plans by assets, $615M for 1,550 participants (~$396,894/participant), up 8.2% in 2023.
- #3,250
- in Transportation & Warehousing (3,362 peers)
- +8.2%
- assets growth YoY
- 6.2×
- vs typical plan assets (national mean)
Local 295 I.B.T. Employer Group Pension Trust Fund's outsized position by total assets
Local 295 I.B.T. Employer Group Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$615,186,420 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Local 295 I.B.T. Employer Group Pension Trust Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 295 I.B.T. Employer Group Pension Trust Fund lands in the large band (1,550 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Local 295 I.B.T. Employer Group Pension Trust Fund reported net income rose from $18M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Local 295 I.B.T. Employer Group Pension Trust Fund end-of-year assets rose from $568M in the plan year 2022 filing to $615M in the plan year 2023 filing.
- Local 295 I.B.T. Employer Group Pension Trust Fund reported participants rose from 1,518 in the plan year 2022 filing to 1,550 in the plan year 2023 filing.
DOL schedule card
Filing strip 116172155 · Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund PY 2023 · Defined Benefit (Pension)
Local 295 I.B.T. Employer Group Pension Trust Fund · $615M · 1,550 · 98th
- NET $615M
- BOOK 1,550
- VS-ST 98th
- BOY Defined Benefit (Pension)
- SCH near General Dynamics Retirement Plan (Land Systems)
- EBSA ind #3250
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 Transportation & Warehousing retirement plans → · Plans in New York →
Local 295 I.B.T. Employer Group Pension Trust Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $568M |
|---|---|
| Net Assets (End of Year) | $615M |
| Net Income | $47M |
| Employer EIN | 116172155 |
| Plan Effective Date | 1953-04-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund)
Sponsor-wide plan assets over time
All Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $640M 12.630465450602923% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,518 | $568M |
| 2023 | 1 | 1,550 | $615M |
| 2024 | 1 | 1,522 | $640M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Local 295 I.B.T. Employer Group Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is General Dynamics Retirement Plan (Land Systems) in VA ($615M); by covered participants it is Summa Health Retirement Income Plan and Trust in OH (1,548 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($615M here).
- General Dynamics Retirement Plan (Land Systems) (VA) $615M · 1,096
- Christiana Care Health Services, Inc. Retirement Plan (DE) $615M · 2,416
- Shelter Insurance Employees Retirement Plan (MO) $616M · 1,692
- Retirement Plan for the Hourly Employees of Msd (NJ) $617M · 2,937
Similar participant headcount
Nearest other-state filings by covered participants (1,550 participants); asset peers above are excluded.
- Summa Health Retirement Income Plan and Trust (OH) 1,548 · 2 off
- Pamcah-Ua Local 675 Pension Plan (HI) 1,545 · 5 off
- I.B.E.W. Local 38 Pension Plan (OH) 1,542 · 8 off
- I.U.O.E. Local 132 Pension Fund (WV) 1,559 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.