Defined Benefit (Pension) · DOL Form 5500 · 2023
Bd of Trustees Iubac Local Union Officer & Empl Pension Plan Pension Plan
Data updated 2026-08-25
- $138M
- Total assets Near avg plan size
- 327
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $423,354
- Avg per participant High balance/head
Official DOL plan name: Iubac - Local Union Officers & Employees Pension Plan · Sponsored by Bd of Trustees Iubac Local Union Officer & Empl Pension Plan · District of Columbia · Other Services
$138M in assets, 327 participants
Bd of Trustees Iubac Local Union Officer & Empl Pension Plan's Iubac - Local Union Officers & Employees Pension Plan reported $138M in total assets and 327 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,680 in Other Services (7,857 peers)
Coverage in District of Columbia
Iubac - Local Union Officers & Employees Pension Plan covers 327 participants in District of Columbia, about 22% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $138M.
- #7,680
- in Other Services (7,857 peers)
- +6.9%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Iubac - Local Union Officers & Employees Pension Plan's outsized position by total assets
Iubac - Local Union Officers & Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$138,436,833 Top 7% higher than 93% 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
Iubac - Local Union Officers & Employees Pension Plan 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. Iubac - Local Union Officers & Employees Pension Plan sits mid-pack in the medium band (327 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iubac - Local Union Officers & Employees Pension Plan reported net income rose from -$19M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Iubac - Local Union Officers & Employees Pension Plan end-of-year assets rose from $130M in the plan year 2022 filing to $138M in the plan year 2023 filing.
- Iubac - Local Union Officers & Employees Pension Plan reported participants rose from 323 in the plan year 2022 filing to 327 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 300853485 · Bd of Trustees Iubac Local Union Officer & Empl Pension Plan PY 2023 · Defined Benefit (Pension)
Iubac - Local Union Officers & Employees Pension Plan · $138M · 327 · 93rd
- IND $138M
- EOY 327
- 5500 93rd
- ASSETS Defined Benefit (Pension)
- PCT near Masterbrand, Inc. Pension Plan
- EIN ind #7680
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 Other Services retirement plans → · Plans in District of Columbia →
Iubac - Local Union Officers & Employees Pension Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $138M |
| Net Income | $9M |
| Employer EIN | 300853485 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Iubac Local Union Officer & Empl Pension Plan)
Sponsor-wide plan assets over time
All Bd of Trustees Iubac Local Union Officer & Empl Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $147M 13.747463105627197% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 323 | $130M |
| 2023 | 1 | 327 | $138M |
| 2024 | 1 | 327 | $147M |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $24.9B · 100,627
- Iam National Pension Fund $14.3B · 92,151
- United Mine Workers of America 1974 Pension Plan $3.5B · 52
- Danaher Corporation & Subsidiaries Pension Plan $1.9B · 3,354
- Liuna Staff and Affiliates Pension Fund $1.8B · 3,533
Iubac - Local Union Officers & Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Masterbrand, Inc. Pension Plan in OH ($138M); by covered participants it is Bass Retirement Plan in TX (327 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($138M here).
- Masterbrand, Inc. Pension Plan (OH) $138M · 679
- Wec Energy Group Legacy Retirement Account Plan (WI) $138M · N/A
- Efw Inc. Consolidated Retirement Plan (TX) $139M · 273
- Pension Plan of Justice Resource Institute, Inc. (MA) $139M · 1,779
Similar participant headcount
Nearest other-state filings by covered participants (327 participants); asset peers above are excluded.
- Bass Retirement Plan (TX) 327 · 0 off
- Hodgson Russ Retirement Plan (NY) 327 · 0 off
- Ascension Healthcare Legacy ERISA Pension Plan (MO) 327 · 0 off
- Kuehne & Nagel Pension Plan (NJ) 327 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.