Defined Benefit (Pension) · DOL Form 5500 · 2024
Bd of Trustees Iubac Local Union Officer & Empl Pension Plan Pension Plan
Data updated 2026-08-11
- $147M
- Total assets
- 327
- Participants
- 93rd
- Percentile by assets
- $450,476
- 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
$147M in assets, 327 participants
Bd of Trustees Iubac Local Union Officer & Empl Pension Plan's Iubac - Local Union Officers & Employees Pension Plan reported $147M in total assets and 327 participants in its 2024 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 123,622 plans)
- #7,540 in Other Services (7,719 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: $147M.
- $147M
- total plan assets (2024 EOY)
- 327
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $450,476
- avg assets per participant
Where Iubac - Local Union Officers & Employees Pension Plan sits by total assets
Iubac - Local Union Officers & Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$147,305,623 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iubac - Local Union Officers & Employees Pension Plan end-of-year assets rose from $138M in the plan year 2023 filing to $147M in the plan year 2024 filing.
- Iubac - Local Union Officers & Employees Pension Plan reported net income fell from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
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 ($147M EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $138M |
|---|---|
| Net Assets (End of Year) | $147M |
| 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)
| 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 $27.4B · 103,525
- Iam National Pension Fund $15.0B · 102,493
- United Mine Workers of America 1974 Pension Plan $3.8B · 58
- Liuna Staff and Affiliates Pension Fund $1.9B · 3,559
- Bricklayers & Trowel Trades International Pension Fund $1.9B · 27,474
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.
Frequently Asked Questions
How did Iubac - Local Union Officers & Employees Pension Plan assets move in 2024? ▼
How have Bd of Trustees Iubac Local Union Officer & Empl Pension Plan plan assets changed over time? ▼
Where does Iubac - Local Union Officers & Employees Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Iubac - Local Union Officers & Employees Pension Plan? ▼
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