Defined Benefit (Pension) · DOL Form 5500 · 2024

IBEW Local Union 64 Pension Plan Joint Board of Trades Pension Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
313
Participants Below avg headcount
82nd
Percentile by assets National rank
$137,889
Avg per participant Near avg balance/head
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Official DOL plan name: IBEW Local Union 64 Pension Plan · Sponsored by IBEW Local Union 64 Pension Plan Joint Board of Trades · Ohio · Construction

$43M in assets, 313 participants

IBEW Local Union 64 Pension Plan Joint Board of Trades's IBEW Local Union 64 Pension Plan reported $43M in total assets and 313 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,298 in Construction (9,039 peers)

Coverage in Ohio

IBEW Local Union 64 Pension Plan covers 313 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $43M.

#7,298
in Construction (9,039 peers)
+12.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

IBEW Local Union 64 Pension Plan's outsized position by total assets

IBEW Local Union 64 Pension Plan vs every filed plan by assets

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

$43,159,394 Top 18% higher than 82% 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

IBEW Local Union 64 Pension Plan 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 64 Pension Plan sits mid-pack in the medium band (313 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • IBEW Local Union 64 Pension Plan end-of-year assets rose from $38M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • IBEW Local Union 64 Pension Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 346654696 · IBEW Local Union 64 Pension Plan Joint Board of Trades PY 2024 · Defined Benefit (Pension)

IBEW Local Union 64 Pension Plan · $43M · 313 · 82nd

  • IND $43M
  • IND 313
  • IND 82nd
  • IND Defined Benefit (Pension)
  • IND near The Chart Pension Plan
  • IND ind #7298

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 64 Pension Plan in the asset neighbourhood

Tma-Ila Pension Plan$43MRoofers Local 221 Pension Trust FundRoofers Local 221 Pension Tr…$43MNixon Peabody LLP Partner Parity Plan INixon Peabody LLP Partner Pa…$43MIBEW Local Union 64 Pension PlanIBEW Local Union 64 Pension …$43MThe Chart Pension Plan$43M
End-of-year total assets ($M) among IBEW Local Union 64 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$43M
Net Income$5M
Employer EIN346654696
Plan Effective Date1970-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local Union 64 Pension Plan Joint Board of Trades)

Sponsor-wide plan assets over time

All IBEW Local Union 64 Pension Plan Joint Board of Trades plans reported in each filing year

Latest sponsor-wide plan assets
$43M 26.429926137639242% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.1M $43.2M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 294 $34M
2023 1 315 $38M
2024 1 313 $43M

Nearby Defined Benefit (Pension) Plans in Ohio

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

IBEW Local Union 64 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants IBEW Local Union 64 Pension Plan, Total assets ($B): 0.043159394 · Participants: 313IBEW Local Union 64 Pension PlanGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
IBEW Local Union 64 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare IBEW Local Union 64 Pension Plan side-by-side with 3 peers →

IBEW Local Union 64 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is The Chart Pension Plan in GA ($43M); by covered participants it is The Jackson Lewis P.C. Cash Balance Plan II in NY (313 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (313 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 IBEW Local Union 64 Pension Plan assets move in 2024? ▼
IBEW Local Union 64 Pension Plan grew at a solid clip - up 12.4% during 2024, from $38M to $43M. Reported net income was $5M.
How have IBEW Local Union 64 Pension Plan Joint Board of Trades plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local Union 64 Pension Plan Joint Board of Trades's sponsor-wide assets grew 26.4%, from $34M to $43M.
Where does IBEW Local Union 64 Pension Plan rank by assets among Form 5500 filers? ▼
IBEW Local Union 64 Pension Plan ranks in the 82nd 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 IBEW Local Union 64 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Chart Pension Plan in GA ($43M, 139 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local Union 64 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Jackson Lewis P.C. Cash Balance Plan II in NY (313 participants, $41M 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 346654696.

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.