Defined Benefit (Pension) · DOL Form 5500 · 2023

Bd of Trustees Iubac Local Union Officer & Empl Pension Plan Pension Plan

Data updated 2026-08-11

$138M
Total assets: 327
Participants: 93rd
Percentile by assets: $423,354
Avg per participant

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.

93rd percentile by assets (of 127,072 plans)
#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.

$138M
total plan assets (2023 EOY): 327
covered participants: 93rd
percentile by assets (of 127,072 plans): $423,354
avg assets per participant

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.

See the national 2022→2023 release diff →

State

District of Columbia

Industry

Other Services

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Iubac - Local Union Officers & Employees Pension Plan reports 327 participants - about 22% of that state average ($138M EOY assets).

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)

Total plan assets by year, all Bd of Trustees Iubac Local Union Officer & Empl Pension Plan plans on file

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.

Iubac - Local Union Officers & Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants

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

Compare Iubac - Local Union Officers & Employees… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Iubac - Local Union Officers & Employees Pension Plan by total assets, not by location.

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

Frequently Asked Questions

How did Iubac - Local Union Officers & Employees Pension Plan assets move in 2023? ▼

Iubac - Local Union Officers & Employees Pension Plan grew at a solid clip - up 6.9% during 2023, from $130M to $138M. Reported net income was $9M.

How have Bd of Trustees Iubac Local Union Officer & Empl Pension Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bd of Trustees Iubac Local Union Officer & Empl Pension Plan's sponsor-wide assets grew 13.7%, from $130M to $147M.

Where does Iubac - Local Union Officers & Employees Pension Plan rank by assets among Form 5500 filers? ▼

Iubac - Local Union Officers & Employees Pension Plan ranks in the 93rd 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 Iubac - Local Union Officers & Employees Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Masterbrand, Inc. Pension Plan in OH ($138M, 679 participants).

Next read for Iubac - Local Union Officers & Employees…

Filing takeaways

Ways to act on Iubac - Local Union Officers & Employees Pension Plan's numbers.

By total assets, Iubac - Local Union Officers & Employees Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in District of Columbia. Compare plans
Bd of Trustees Iubac Local Union Officer & Empl Pension Plan's sponsor-wide assets have grown 13.7% since 2022 across 3 plan years on file. More Other Services plans

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 300853485.