Profit Sharing · DOL Form 5500 · 2024
I.B.E.W. Local 855 Defined Contribution Pension Trust Fund Profit Sharing Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 1,093
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $22,490
- Avg per participant Low balance/head
Official DOL plan name: I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust · Sponsored by I.B.E.W. Local 855 Defined Contribution Pension Trust Fund · Indiana · Construction
$25M in assets, 1,093 participants
I.B.E.W. Local 855 Defined Contribution Pension Trust Fund's I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust reported $25M in total assets and 1,093 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #6,579 in Construction (9,039 peers)
Coverage in Indiana
I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust covers 1,093 participants in Indiana, 2.0x the typical Indiana plan (state average ~541 per filing). Assets: $25M.
- #6,579
- in Construction (9,039 peers)
- +12.8%
- assets growth YoY
I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust's outsized position by total assets
I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,581,731 Top 26% higher than 74% 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
I.B.E.W. Local 855 Defined Contribution Pension 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. I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust lands in the large band (1,093 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust reported participants rose from 1,038 in the plan year 2023 filing to 1,093 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 351450886 · I.B.E.W. Local 855 Defined Contribution Pension Trust Fund PY 2024 · Profit Sharing
I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust · $25M · 1,093 · 74th
- BOOK $25M
- BOOK 1,093
- BOOK 74th
- BOOK Profit Sharing
- BOOK near American Welding Society 403(b) Retirement Plan
- BOOK ind #6579
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 Indiana →
I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 351450886 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (I.B.E.W. Local 855 Defined Contribution Pension Trust Fund)
Sponsor-wide plan assets over time
All I.B.E.W. Local 855 Defined Contribution Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 33.566268165879585% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,130 | $18M |
| 2023 | 1 | 1,038 | $22M |
| 2024 | 1 | 1,093 | $25M |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.6B · 10,920
- Indiana State Council of Plasterers & Cement Mason Pension Fund $349M · 1,910
- Cfni Retirement Plan $233M · 6,376
- Do It Best Corp. Restated Employees' Savings & Profit Sharing $219M · 2,068
- International Union of Operating Engineers Local 841 Qualified Savings Plan $161M · 4,760
I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is American Welding Society 403(b) Retirement Plan in FL ($25M); by covered participants it is Golden Valley Health Centers Retirement Plan in CA (1,087 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,093 participants); asset peers above are excluded.
- Golden Valley Health Centers Retirement Plan (CA) 1,087 · 6 off
- Buffalo Laborers Security Fund (NY) 1,099 · 6 off
- Sartorius Stedim Filters, Inc. Employee Savings and Profit Sharing Plan (PR) 1,086 · 7 off
- Family & Children's Services 403(b) Plan (OK) 1,086 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.