Other
2024 plan-year Other DOL Form 5500

Chicago Area Ib of T Pension Trust Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of Chicago Area Ib of T Pension Trust Fund · Illinois · Wholesale Trade

What the 2023 filing shows

Chicago Area Ib of T Pension Trust Fund holds $373M for 421 participants — about $885,144 per participant, up 6.2% over the 2024 plan year.

$373M
total plan assets (2024 EOY)
421
covered participants
$885,144
avg assets per participant
+6.2%
assets growth YoY
Total Assets (2023)
$373M
Participants
421
State
Industry
Wholesale Trade

What the Filing Says About Chicago Area Ib of T Pension Trust Fund

Chicago Area Ib of T Pension Trust Fund is a Other retirement plan sponsored by Board of Trustees of Chicago Area Ib of T Pension Trust Fund, headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $373M in total end-of-year assets and covers 421 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 362407063, and the plan has been effective since 1959-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $351M at the beginning of 2024 to $373M at year-end — a gain of 6.2%. Net assets (after liabilities) closed the year at $372M, with reported net income of $22M 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)$351M
Total Assets (End of Year)$373M
Net Assets (End of Year)$372M
Net Income$22M
Plan TypeOther
Employer EIN362407063
Plan Effective Date1959-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Chicago Area Ib of T Pension Trust Fund)

Year Plans Participants Total Assets
2022 1 398 $359M
2023 1 412 $351M
2024 1 421 $373M

Nearby Other Plans in Illinois

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Chicago Area Ib of T Pension Trust Fund?
As of the 2024 Form 5500 filing, Chicago Area Ib of T Pension Trust Fund holds $373M in total assets with 421 participants. It is sponsored by Board of Trustees of Chicago Area Ib of T Pension Trust Fund.
What type of plan is Chicago Area Ib of T Pension Trust Fund?
Chicago Area Ib of T Pension Trust Fund is a Other plan. It has been effective since 1959-02-01. The plan is filed with the U.S. Department of Labor under EIN 362407063.
Who sponsors the Chicago Area Ib of T Pension Trust Fund?
Chicago Area Ib of T Pension Trust Fund is sponsored by Board of Trustees of Chicago Area Ib of T Pension Trust Fund, located in Illinois. The sponsor's EIN is 362407063 and the plan operates in the Wholesale Trade industry.
How did Chicago Area Ib of T Pension Trust Fund perform in 2024?
Chicago Area Ib of T Pension Trust Fund grew by 6.2% during 2024, moving from $351M to $373M in total assets. Net income was $22M.
Where can I find official filings for Chicago Area Ib of T Pension Trust Fund?
Official Form 5500 filings for Chicago Area Ib of T Pension Trust Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362407063 or plan name at efast.dol.gov.
How does Chicago Area Ib of T Pension Trust Fund compare to other plans?
You can compare Chicago Area Ib of T Pension Trust Fund against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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 362407063.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.