Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund Pension Plan
Data updated 2026-08-11
- $61M
- Total assets
- 313
- Participants
- 86th
- Percentile by assets
- $193,683
- Avg per participant
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.
- 86th percentile by assets (of 123,622 plans)
- #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.
- $61M
- total plan assets (2024 EOY)
- 313
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $193,683
- avg assets per participant
Where IBEW Local Union No. 861 Pension and Retirement Fund sits 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
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.
IBEW Local Union No. 861 Pension and Retirement Fund vs the 2024 asset distribution
By assets, IBEW Local Union No. 861 Pension and Retirement Fund outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
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)
| 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.
IBEW Local Union No. 861 Pension and Retirement Fund vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to IBEW Local Union No. 861 Pension and Retirement Fund by total assets, not by location.
Frequently Asked Questions
How did IBEW Local Union No. 861 Pension and Retirement Fund assets move in 2024? ▼
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Ways to act on IBEW Local Union No. 861 Pension and Retirement Fund's numbers.
- By total assets, IBEW Local Union No. 861 Pension and Retirement Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Louisiana. Compare plans
- Board of Trustees IBEW Local Union No. 861 Pension and Retirement Fund's sponsor-wide assets have grown 22.1% since 2022 across 3 plan years on file. More Construction plans