Money Purchase · DOL Form 5500 · 2024
IBEW Local 64 Profit Sharing Plan Joint Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 427
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $116,587
- Avg per participant Below avg balance/head
Official DOL plan name: IBEW Local 64 Profit Sharing Plan and Trust · Sponsored by IBEW Local 64 Profit Sharing Plan Joint Board of Trustees · Ohio · Construction
$50M in assets, 427 participants
IBEW Local 64 Profit Sharing Plan Joint Board of Trustees's IBEW Local 64 Profit Sharing Plan and Trust reported $50M in total assets and 427 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #7,437 in Construction (9,039 peers)
Where IBEW Local 64 Profit Sharing Plan and Trust sits by assets
IBEW Local 64 Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $50M for 427 participants (~$116,587/participant), up 9.1% in 2024.
- #7,437
- in Construction (9,039 peers)
- +9.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
IBEW Local 64 Profit Sharing Plan and Trust's outsized position by total assets
IBEW Local 64 Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,782,559 Top 16% higher than 84% 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 64 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 64 Profit Sharing Plan and Trust sits mid-pack in the medium band (427 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- IBEW Local 64 Profit Sharing Plan and Trust reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- IBEW Local 64 Profit Sharing Plan and Trust end-of-year assets rose from $46M in the plan year 2023 filing to $50M in the plan year 2024 filing.
- IBEW Local 64 Profit Sharing Plan and Trust reported participants rose from 406 in the plan year 2023 filing to 427 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 341290943 · IBEW Local 64 Profit Sharing Plan Joint Board of Trustees PY 2024 · Money Purchase
IBEW Local 64 Profit Sharing Plan and Trust · $50M · 427 · 84th
- BOY $50M
- BOY 427
- BOY 84th
- BOY Money Purchase
- BOY near Osu Foundation Retirement Plan
- BOY ind #7437
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 64 Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $4M |
| Employer EIN | 341290943 |
| Plan Effective Date | 1979-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local 64 Profit Sharing Plan Joint Board of Trustees)
Sponsor-wide plan assets over time
All IBEW Local 64 Profit Sharing Plan Joint Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 27.04548928756358% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 347 | $39M |
| 2023 | 1 | 406 | $46M |
| 2024 | 1 | 427 | $50M |
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 64 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 Osu Foundation Retirement Plan in OR ($49M); by covered participants it is University of Louisville Physicians, Inc. Money Purchase Pension Plan in KY (424 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (427 participants); asset peers above are excluded.
- University of Louisville Physicians, Inc. Money Purchase Pension Plan (KY) 424 · 3 off
- Baker College Employees' Pension Trust (MI) 424 · 3 off
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan (CA) 431 · 4 off
- The Pga of America Employees Retirement Plan (a Money Purchase Plan) (TX) 434 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.