Money Purchase · DOL Form 5500 · 2024
Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund Money Purchase Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 311
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $94,793
- Avg per participant Below avg balance/head
Official DOL plan name: IBEW Local Union 573 Profit Sharing Plan and Trust · Sponsored by Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund · Ohio · Construction
$29M in assets, 311 participants
Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund's IBEW Local Union 573 Profit Sharing Plan and Trust reported $29M in total assets and 311 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #6,830 in Construction (9,039 peers)
Coverage in Ohio
IBEW Local Union 573 Profit Sharing Plan and Trust covers 311 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $29M.
- #6,830
- in Construction (9,039 peers)
- +7.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
IBEW Local Union 573 Profit Sharing Plan and Trust's outsized position by total assets
IBEW Local Union 573 Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,480,676 Top 23% higher than 77% 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
IBEW Local Union 573 Profit Sharing Plan and Trust 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. IBEW Local Union 573 Profit Sharing Plan and Trust sits mid-pack in the medium band (311 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- IBEW Local Union 573 Profit Sharing Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- IBEW Local Union 573 Profit Sharing Plan and Trust reported participants fell from 380 in the plan year 2023 filing to 311 in the plan year 2024 filing.
- IBEW Local Union 573 Profit Sharing Plan and Trust end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 341667617 · Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund PY 2024 · Money Purchase
IBEW Local Union 573 Profit Sharing Plan and Trust · $29M · 311 · 77th
- RANK $29M
- RANK 311
- RANK 77th
- RANK Money Purchase
- RANK near The New England Center for Children, Inc. Target Benefit Plan
- RANK ind #6830
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 Construction retirement plans → · Plans in Ohio →
IBEW Local Union 573 Profit Sharing Plan and Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $2M |
| Employer EIN | 341667617 |
| Plan Effective Date | 1990-05-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund)
Sponsor-wide plan assets over time
All Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 25.637879957974498% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 300 | $23M |
| 2023 | 1 | 380 | $27M |
| 2024 | 1 | 311 | $29M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.7B · 47,538
- The Cleveland Clinic Foundation Cash Balance Plan $1.6B · 4,957
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $533M · 7,205
- University of Dayton Defined Contribution Retirement Plan $382M · 3,130
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $376M · 2,118
IBEW Local Union 573 Profit Sharing Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is The New England Center for Children, Inc. Target Benefit Plan in MA ($29M); by covered participants it is Marble Industry Annuity Trust Fund in NY (311 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (311 participants); asset peers above are excluded.
- Marble Industry Annuity Trust Fund (NY) 311 · 0 off
- Plasterers and Cement Masons Local Union No. 148 Defined Contribution Pension Plan (TN) 312 · 1 off
- Defined Contribution Pension Plan for Employees of Graham Windham (NY) 312 · 1 off
- New Jersey Institute for Disabilities Retirement Plan (NJ) 310 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.