Defined Benefit (Pension) · DOL Form 5500 · 2024
IBEW Local 712 Pension Trust Fund Pension Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 668
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $158,878
- Avg per participant Above avg balance/head
Official DOL plan name: IBEW Local 712 Pension Trust Fund · Sponsored by IBEW Local 712 Pension Trust Fund · Pennsylvania · Finance & Insurance
$106M in assets, 668 participants
IBEW Local 712 Pension Trust Fund's IBEW Local 712 Pension Trust Fund reported $106M in total assets and 668 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #7,321 in Finance & Insurance (8,549 peers)
Where IBEW Local 712 Pension Trust Fund sits by assets
IBEW Local 712 Pension Trust Fund sits in the top 10% of all filed plans by assets, $106M for 668 participants (~$158,878/participant), up 6.9% in 2024.
- #7,321
- in Finance & Insurance (8,549 peers)
- +6.9%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
IBEW Local 712 Pension Trust Fund's outsized position by total assets
IBEW Local 712 Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$106,130,375 Top 9% higher than 91% 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 712 Pension Trust 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 712 Pension Trust Fund sits mid-pack in the medium band (668 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- IBEW Local 712 Pension Trust Fund end-of-year assets rose from $99M in the plan year 2023 filing to $106M in the plan year 2024 filing.
- IBEW Local 712 Pension Trust Fund reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 251297810 · IBEW Local 712 Pension Trust Fund PY 2024 · Defined Benefit (Pension)
IBEW Local 712 Pension Trust Fund · $106M · 668 · 91st
- EOY $106M
- EOY 668
- EOY 91st
- EOY Defined Benefit (Pension)
- EOY near Hogan Lovells US LLP Cash Balance Plan
- EOY ind #7321
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
IBEW Local 712 Pension Trust Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | $7M |
| Employer EIN | 251297810 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local 712 Pension Trust Fund)
Sponsor-wide plan assets over time
All IBEW Local 712 Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $203M 23.211612667881255% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,962 | $165M |
| 2023 | 2 | 1,979 | $184M |
| 2024 | 2 | 1,862 | $203M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
IBEW Local 712 Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Hogan Lovells US LLP Cash Balance Plan in DC ($106M); by covered participants it is Alyeska Pipeline Service Company Pension Plan for Operating Company Employees in AK (668 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
- Hogan Lovells US LLP Cash Balance Plan (DC) $106M · 384
- Virginia Federal Credit Union Defined Benefit Plan (VA) $106M · 640
- Retirement Plan for Employees of Yakima Valley Memorial Hospital (WA) $106M · 425
- Retirement Benefit Plan of Gciu Detroit Newspaper Union 13n with Detroit Area Newspaper Publishers (MI) $106M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (668 participants); asset peers above are excluded.
- Alyeska Pipeline Service Company Pension Plan for Operating Company Employees (AK) 668 · 0 off
- Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees (TN) 668 · 0 off
- Plumbers & Steamfitters Local 21 Pension Fund (NY) 669 · 1 off
- Ironworkers Local 808 Pension Fund (TN) 669 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.