401(k) · DOL Form 5500 · 2024

Board of Trustees Local No. 8 IBEW Retirement Plan & Trust 401(k) Plan

Data updated 2026-08-25

$671M
Total assets Above avg plan size
2,292
Participants Above avg headcount
98th
Percentile by assets National rank
$292,741
Avg per participant High balance/head
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Official DOL plan name: Local No. 8 IBEW Retirement Plan & Trust · Sponsored by Board of Trustees Local No. 8 IBEW Retirement Plan & Trust · Ohio · Construction

$671M in assets, 2,292 participants

Board of Trustees Local No. 8 IBEW Retirement Plan & Trust's Local No. 8 IBEW Retirement Plan & Trust reported $671M in total assets and 2,292 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,835 in Construction (9,039 peers)

Coverage in Ohio

Local No. 8 IBEW Retirement Plan & Trust covers 2,292 participants in Ohio, 3.0x the typical Ohio plan (state average ~765 per filing). Assets: $671M.

#8,835
in Construction (9,039 peers)
+9.2%
assets growth YoY
6.7×
vs typical plan assets (national mean)

Local No. 8 IBEW Retirement Plan & Trust's outsized position by total assets

Local No. 8 IBEW Retirement Plan & Trust vs every filed plan by assets

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

$670,963,211 Top 2% higher than 98% 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 No. 8 IBEW Retirement Plan & Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local No. 8 IBEW Retirement Plan & Trust lands in the large band (2,292 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local No. 8 IBEW Retirement Plan & Trust reported net income fell from $62M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • Local No. 8 IBEW Retirement Plan & Trust end-of-year assets rose from $614M in the plan year 2023 filing to $671M in the plan year 2024 filing.
  • Local No. 8 IBEW Retirement Plan & Trust reported participants rose from 2,240 in the plan year 2023 filing to 2,292 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 346596899 · Board of Trustees Local No. 8 IBEW Retirement Plan & Trust PY 2024 · 401(k)

Local No. 8 IBEW Retirement Plan & Trust · $671M · 2,292 · 98th

  • EIN $671M
  • RANK 2,292
  • PHOTO 98th
  • IND 401(k)
  • EOY near C&s and Affiliates 401(k) Savings Plan (a)
  • 5500 ind #8835

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 →

Local No. 8 IBEW Retirement Plan & Trust in the asset neighbourhood

Local No. 8 IBEW Retirement Plan & TrustLocal No. 8 IBEW Retirement …$671MC&s and Affiliates 401(k) Savings Plan (a)C&s and Affiliates 401(k) Sa…$671MJohn Wiley & Sons, Inc. Employees' Savings PlanJohn Wiley & Sons, Inc. Empl…$670MHavas North America 401(k) Retirement PlanHavas North America 401(k) R…$670MSan Francisco Electrical Workers Retirement Savings PlanSan Francisco Electrical Wor…$670M
End-of-year total assets ($M) among Local No. 8 IBEW Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$614M
Net Assets (End of Year)$650M
Net Income$54M
Employer EIN346596899
Plan Effective Date1967-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local No. 8 IBEW Retirement Plan & Trust)

Sponsor-wide plan assets over time

All Board of Trustees Local No. 8 IBEW Retirement Plan & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$671M 22.945475064165482% vs 2022
2024 filing year
$500M$550M$600M$650M$700M 202220232024 $546M $671M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 2,271 $546M
2023 1 2,240 $614M
2024 1 2,292 $671M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Local No. 8 IBEW Retirement Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local No. 8 IBEW Retirement Plan & Trust, Total assets ($B): 0.670963211 · Participants: 2292Local No. 8 IBEW Retirement Plan & TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Local No. 8 IBEW Retirement Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Local No. 8 IBEW Retirement Plan & Trust side-by-side with 3 peers →

Local No. 8 IBEW Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is C&s and Affiliates 401(k) Savings Plan (a) in NH ($671M); by covered participants it is Lutron Retirement Plan in PA (2,292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,292 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 No. 8 IBEW Retirement Plan & Trust assets move in 2024? ▼
Local No. 8 IBEW Retirement Plan & Trust grew at a solid clip - up 9.2% during 2024, from $614M to $671M. Reported net income was $54M.
How have Board of Trustees Local No. 8 IBEW Retirement Plan & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Local No. 8 IBEW Retirement Plan & Trust's sponsor-wide assets grew 22.9%, from $546M to $671M.
Where does Local No. 8 IBEW Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
Local No. 8 IBEW Retirement Plan & Trust ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Local No. 8 IBEW Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is C&s and Affiliates 401(k) Savings Plan (a) in NH ($671M, 11,041 participants).
Which 401(k) plans cover a similar participant headcount to Local No. 8 IBEW Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Lutron Retirement Plan in PA (2,292 participants, $765M 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 346596899.

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.