Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Local 840 I. B. of T. Pension Fund Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
161
Participants Small participant base
75th
Percentile by assets National rank
$160,432
Avg per participant Above avg balance/head
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Official DOL plan name: Local 840 I. B. of T. Pension Fund · Sponsored by Board of Trustees of Local 840 I. B. of T. Pension Fund · New York · Educational Services

$26M in assets, 161 participants

Board of Trustees of Local 840 I. B. of T. Pension Fund's Local 840 I. B. of T. Pension Fund reported $26M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,146 in Educational Services (3,638 peers)

Coverage in New York

Local 840 I. B. of T. Pension Fund covers 161 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $26M.

#2,146
in Educational Services (3,638 peers)
+13.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Local 840 I. B. of T. Pension Fund's outsized position by total assets

Local 840 I. B. of T. Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$25,829,577 Top 25% higher than 75% of 123,620 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 2024

Local 840 I. B. of T. Pension Fund among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 840 I. B. of T. Pension Fund sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 840 I. B. of T. Pension Fund end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Local 840 I. B. of T. Pension Fund reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Local 840 I. B. of T. Pension Fund reported participants rose from 144 in the plan year 2023 filing to 161 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 136304568 · Board of Trustees of Local 840 I. B. of T. Pension Fund PY 2024 · Defined Benefit (Pension)

Local 840 I. B. of T. Pension Fund · $26M · 161 · 75th

  • IND $26M
  • IND 161
  • IND 75th
  • IND Defined Benefit (Pension)
  • IND near Pima Federal Credit Union Defined Benefit Plan and Trust
  • IND ind #2146

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 Educational Services retirement plans → · Plans in New York →

Local 840 I. B. of T. Pension Fund in the asset neighbourhood

Chicagoland Race Meet Operators and Local 134 I.B.E.W. Joint Pension TrustChicagoland Race Meet Operat…$26MAir Force Association Retirement Income PlanAir Force Association Retire…$26MBallard Spahr LLP Cash Balance Pension PlanBallard Spahr LLP Cash Balan…$26MLocal 840 I. B. of T. Pension FundLocal 840 I. B. of T. Pensio…$26MPima Federal Credit Union Defined Benefit Plan and TrustPima Federal Credit Union De…$26M
End-of-year total assets ($M) among Local 840 I. B. of T. Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN136304568
Plan Effective Date1969-10-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 840 I. B. of T. Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 840 I. B. of T. Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$26M 34.14091851109555% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.3M $25.8M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 134 $19M
2023 1 144 $23M
2024 1 161 $26M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 840 I. B. of T. Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 840 I. B. of T. Pension Fund, Total assets ($B): 0.025829577 · Participants: 161Local 840 I. B. of T. Pension FundIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Local 840 I. B. of T. Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 840 I. B. of T. Pension Fund side-by-side with 3 peers →

Local 840 I. B. of T. 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 Pima Federal Credit Union Defined Benefit Plan and Trust in AZ ($26M); by covered participants it is Texas Gas Retirement Plan in KY (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 840 I. B. of T. Pension Fund assets move in 2024? ▼
Local 840 I. B. of T. Pension Fund grew at a solid clip - up 13.5% during 2024, from $23M to $26M. Reported net income was $3M.
How have Board of Trustees of Local 840 I. B. of T. Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 840 I. B. of T. Pension Fund's sponsor-wide assets grew 34.1%, from $19M to $26M.
Where does Local 840 I. B. of T. Pension Fund rank by assets among Form 5500 filers? ▼
Local 840 I. B. of T. Pension Fund ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 840 I. B. of T. Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pima Federal Credit Union Defined Benefit Plan and Trust in AZ ($26M, 116 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 840 I. B. of T. Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Texas Gas Retirement Plan in KY (161 participants, $87M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 136304568.

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.