Money Purchase · DOL Form 5500 · 2024

Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund Money Purchase Plan

Data updated 2026-08-11

$29M
Total assets: 311
Participants: 77th
Percentile by assets: $94,793
Avg per participant

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.

77th percentile by assets (of 123,622 plans)
#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.

$29M
total plan assets (2024 EOY): 311
covered participants: 77th
percentile by assets (of 123,622 plans): $94,793
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Ohio

Industry

Construction

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. IBEW Local Union 573 Profit Sharing Plan and Trust reports 311 participants - about 41% of that state average ($29M EOY assets).

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)

Total plan assets by year, all Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund plans on file

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.

IBEW Local Union 573 Profit Sharing Plan and Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants

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

Compare IBEW Local Union 573 Profit Sharing Plan… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to IBEW Local Union 573 Profit Sharing Plan and Trust by total assets, not by location.

The New England Center for Children, Inc. Target Benefit Plan (MA) $29M · 642
Local No. 661 Retirement Plan (KS) $30M · 206
Au Medical Associates Employees' Money Purchase Pension Plan (GA) $30M · 1,177
Community Action Partnership of Kern 401a Plan (CA) $29M · 806

Frequently Asked Questions

How did IBEW Local Union 573 Profit Sharing Plan and Trust assets move in 2024? ▼

IBEW Local Union 573 Profit Sharing Plan and Trust grew at a solid clip - up 7.8% during 2024, from $27M to $29M. Reported net income was $2M.

How have Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund's sponsor-wide assets grew 25.6%, from $23M to $29M.

Where does IBEW Local Union 573 Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼

IBEW Local Union 573 Profit Sharing Plan and Trust ranks in the 77th 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 Money Purchase plans are similar in size to IBEW Local Union 573 Profit Sharing Plan and Trust? ▼

Among Money Purchase plans in other states, the closest by assets is The New England Center for Children, Inc. Target Benefit Plan in MA ($29M, 642 participants).

Next read for IBEW Local Union 573 Profit Sharing Plan…

Filing takeaways

Ways to act on IBEW Local Union 573 Profit Sharing Plan and Trust's numbers.

By total assets, IBEW Local Union 573 Profit Sharing Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
Profit Sharing Plan and Trust IBEW No. 573 Pension Trust Fund's sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Construction plans

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 341667617.