Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of IBEW Local 325 Pension Fund Pension Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
252
Participants Below avg headcount
88th
Percentile by assets National rank
$271,206
Avg per participant High balance/head
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Official DOL plan name: IBEW Local 325 Pension Fund · Sponsored by Trustees of IBEW Local 325 Pension Fund · New York · Finance & Insurance

$68M in assets, 252 participants

Trustees of IBEW Local 325 Pension Fund's IBEW Local 325 Pension Fund reported $68M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,288 in Finance & Insurance (8,869 peers)

Coverage in New York

IBEW Local 325 Pension Fund covers 252 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $68M.

#7,288
in Finance & Insurance (8,869 peers)
+10.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

IBEW Local 325 Pension Fund's outsized position by total assets

IBEW Local 325 Pension Fund vs every filed plan by assets

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

$68,344,011 Top 12% higher than 88% 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

IBEW Local 325 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. IBEW Local 325 Pension Fund sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local 325 Pension Fund reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • IBEW Local 325 Pension Fund end-of-year assets rose from $62M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • IBEW Local 325 Pension Fund reported participants rose from 247 in the plan year 2022 filing to 252 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 166098105 · Trustees of IBEW Local 325 Pension Fund PY 2023 · Defined Benefit (Pension)

IBEW Local 325 Pension Fund · $68M · 252 · 88th

  • ASSETS $68M
  • PCT 252
  • EIN 88th
  • RANK Defined Benefit (Pension)
  • PHOTO near Plastic Omnium - Auto Inergy Systems (USA) Pension Plan
  • IND ind #7288

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 Finance & Insurance retirement plans → · Plans in New York →

IBEW Local 325 Pension Fund in the asset neighbourhood

Global Tungsten & Powders Corporation Pension PlanGlobal Tungsten & Powders Co…$68MRoofers Local No. 9 Pension PlanRoofers Local No. 9 Pension …$68MIBEW Local 325 Pension Fund$68MPlastic Omnium - Auto Inergy Systems (USA) Pension PlanPlastic Omnium - Auto Inergy…$68MHaynes and Boone, LLP Partners' Retirement PlanHaynes and Boone, LLP Partne…$68M
End-of-year total assets ($M) among IBEW Local 325 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$68M
Net Income$6M
Employer EIN166098105
Plan Effective Date1963-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of IBEW Local 325 Pension Fund)

Sponsor-wide plan assets over time

All Trustees of IBEW Local 325 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$73M 17.892707359642166% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $62M $73.1M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 247 $62M
2023 1 252 $68M
2024 1 249 $73M

Nearby Defined Benefit (Pension) Plans in New York

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

IBEW Local 325 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants IBEW Local 325 Pension Fund, Total assets ($B): 0.068344011 · Participants: 252IBEW Local 325 Pension FundIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
IBEW Local 325 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare IBEW Local 325 Pension Fund side-by-side with 3 peers →

IBEW Local 325 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Plastic Omnium - Auto Inergy Systems (USA) Pension Plan in MI ($68M); by covered participants it is Infineum Pension Plan in NJ (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 IBEW Local 325 Pension Fund assets move in 2023? ▼
IBEW Local 325 Pension Fund grew at a solid clip - up 10.3% during 2023, from $62M to $68M. Reported net income was $6M.
How have Trustees of IBEW Local 325 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of IBEW Local 325 Pension Fund's sponsor-wide assets grew 17.9%, from $62M to $73M.
Where does IBEW Local 325 Pension Fund rank by assets among Form 5500 filers? ▼
IBEW Local 325 Pension Fund ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to IBEW Local 325 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plastic Omnium - Auto Inergy Systems (USA) Pension Plan in MI ($68M, 266 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local 325 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Infineum Pension Plan in NJ (252 participants, $127M 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 166098105.

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.