LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
TRUSTEES OF LOCAL NO. 1 PENSION BENEFIT TRUST FUND
This ESOP plan holds $1.9B in total assets and serves 4,749 participants as of 2024. It is sponsored by TRUSTEES OF LOCAL NO. 1 PENSION BENEFIT TRUST FUND in Missouri. The plan reported positive net income of $193M for the year.
What the Filing Says About LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND
LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND is a ESOP retirement plan sponsored by TRUSTEES OF LOCAL NO. 1 PENSION BENEFIT TRUST FUND, headquartered in Missouri. As of the 2024 Form 5500 filing, the plan reports $1.9B in total end-of-year assets and covers 4,749 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 436032286, and the plan has been effective since 1960-08-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $1.7B at the beginning of 2024 to $1.9B at year-end — a gain of 11.4%. Net assets (after liabilities) closed the year at $1.9B, with reported net income of $193M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $1.7B |
| Total Assets (End of Year) | $1.9B |
| Net Assets (End of Year) | $1.9B |
| Net Income | $193M |
| Plan Type | ESOP |
| Employer EIN | 436032286 |
| Plan Effective Date | 1960-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (TRUSTEES OF LOCAL NO. 1 PENSION BENEFIT TRUST FUND)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,522 | $1.5B |
| 2023 | 1 | 4,647 | $1.7B |
| 2024 | 1 | 4,749 | $1.9B |
Nearby ESOP Plans in Missouri
Peer ESOP plans — same state, same plan type — ranked by total assets.
- BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN $4.7B · 8,553
- LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND $1.7B · 4,647
- HNTB OWNERSHIP PLAN $1.7B · 5,534
- NECA-IBEW PENSION BENEFIT TRUST FUND $917M · 3,999
- SAINT FRANCIS MEDICAL CENTER TAX DEFERRED ANNUITY PLAN $219M · 3,977
Related Data
Guides
Frequently Asked Questions
How much money is in the LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND? ▼
What type of plan is LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND? ▼
Who sponsors the LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND? ▼
How did LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND perform in 2024? ▼
Where can I find official filings for LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND? ▼
How does LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND compare to other plans? ▼
Explore PlainRetire
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 436032286.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.