Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund Pension Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 313
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $193,683
- Avg per participant Above avg balance/head
Official DOL plan name: IBEW Local Union No. 861 Pension and Retirement Fund · Sponsored by Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund · Louisiana · Construction
$61M in assets, 313 participants
Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund's IBEW Local Union No. 861 Pension and Retirement Fund reported $61M in total assets and 313 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #7,619 in Construction (9,039 peers)
Where IBEW Local Union No. 861 Pension and Retirement Fund sits by assets
IBEW Local Union No. 861 Pension and Retirement Fund sits in the top quartile of all filed plans by assets, $61M for 313 participants (~$193,683/participant), up 9.6% in 2024.
- #7,619
- in Construction (9,039 peers)
- +9.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
IBEW Local Union No. 861 Pension and Retirement Fund's outsized position by total assets
IBEW Local Union No. 861 Pension and Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,622,903 Top 14% higher than 86% 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 Union No. 861 Pension and Retirement Fund 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 No. 861 Pension and Retirement Fund 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 No. 861 Pension and Retirement Fund end-of-year assets rose from $55M in the plan year 2023 filing to $61M in the plan year 2024 filing.
- IBEW Local Union No. 861 Pension and Retirement Fund reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- IBEW Local Union No. 861 Pension and Retirement Fund reported participants rose from 305 in the plan year 2023 filing to 313 in the plan year 2024 filing.
DOL schedule card
Filing strip 720575303 · Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund PY 2024 · Defined Benefit (Pension)
IBEW Local Union No. 861 Pension and Retirement Fund · $61M · 313 · 86th
- ASSETS $61M
- ASSETS 313
- ASSETS 86th
- ASSETS Defined Benefit (Pension)
- ASSETS near Young & Rubicam LLC Career Cash Balance Continuation Plan
- ASSETS ind #7619
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 Louisiana →
IBEW Local Union No. 861 Pension and Retirement Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $5M |
| Employer EIN | 720575303 |
| Plan Effective Date | 1963-07-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund)
Sponsor-wide plan assets over time
All Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 22.14327570402495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 313 | $50M |
| 2023 | 1 | 305 | $55M |
| 2024 | 1 | 313 | $61M |
Nearby Defined Benefit (Pension) Plans in Louisiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lumen Combined Pension Plan $4.3B · 10,043
- Entergy Corporation Retirement Plan for Non-Bargaining Employees $1.8B · 6,385
- Entergy Corporation Retirement Plan VI for Non-Bargaining Employees $1.6B · 783
- Willis-Knighton Medical Center Employees Retirement Plan $1.2B · 6,197
- Entergy Corporation Retirement Plan for Bargaining Employees $916M · 2,317
IBEW Local Union No. 861 Pension and Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Young & Rubicam LLC Career Cash Balance Continuation Plan in NY ($61M); 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 ($61M here).
Similar participant headcount
Nearest other-state filings by covered participants (313 participants); asset peers above are excluded.
- The Jackson Lewis P.C. Cash Balance Plan II (NY) 313 · 0 off
- Pension Plan for Hourly Paid Employees of the Gallo Glass Company (CA) 313 · 0 off
- IBEW Local Union 64 Pension Plan (OH) 313 · 0 off
- NECA-IBEW Local 584 Pension Plan (TX) 313 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.