Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Chicago Area Ib of T Pension Trust Fund Pension Plan

Data updated 2026-08-06

$373M
Total assets: 421
Participants: 96th
Percentile by assets: $885,144
Avg per participant

Official DOL plan name: Chicago Area Ib of T Pension Trust Fund · Sponsored by Board of Trustees of Chicago Area Ib of T Pension Trust Fund · Illinois · Wholesale Trade

$373M in assets, 421 participants

Board of Trustees of Chicago Area Ib of T Pension Trust Fund's Chicago Area Ib of T Pension Trust Fund reported $373M in total assets and 421 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 116,472 plans)

Where Chicago Area Ib of T Pension Trust Fund sits by assets

Chicago Area Ib of T Pension Trust Fund sits in the top 5% of all filed plans by assets, $373M for 421 participants (~$885,144/participant), up 6.2% in 2024.

$373M
total plan assets (2024 EOY): 421
covered participants: 96th
percentile by assets (of 116,472 plans): $885,144
avg assets per participant

Chicago Area Ib of T Pension Trust Fund reported net income rose from $2M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Chicago Area Ib of T Pension Trust Fund end-of-year assets rose from $351M in the plan year 2023 filing to $373M in the plan year 2024 filing.
Chicago Area Ib of T Pension Trust Fund reported participants rose from 412 in the plan year 2023 filing to 421 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Illinois

Industry

Wholesale Trade

Chicago Area Ib of T Pension Trust Fund vs the 2024 asset distribution

By assets, Chicago Area Ib of T Pension Trust Fund outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.7x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$351M
Net Assets (End of Year)	$372M
Net Income	$22M
Employer EIN	362407063
Plan Effective Date	1959-02-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Board of Trustees of Chicago Area Ib of T Pension Trust Fund plans on file

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

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Chicago Area Ib of T Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
GE Healthcare Pension Plan $13.7B · 5,554
Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
Exelon Corporation Retirement Program $6.1B · 8,898

Compare Chicago Area Ib of T Pension Trust Fund side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Chicago Area Ib of T Pension Trust Fund by total assets, not by location.

Kirby Pension Plan (TX) $373M · 1,052
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund (MO) $373M · 1,337
U.a. Local 13 Pension Fund (NY) $373M · 554
Fmc Technologies, Inc. Employees' Retirement Program (TX) $374M · 340

Frequently Asked Questions

How did Chicago Area Ib of T Pension Trust Fund assets move in 2024? ▼

Chicago Area Ib of T Pension Trust Fund grew at a solid clip - up 6.2% during 2024, from $351M to $373M. Reported net income was $22M.

How have Board of Trustees of Chicago Area Ib of T Pension Trust Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Chicago Area Ib of T Pension Trust Fund's sponsor-wide assets grew 3.9%, from $359M to $373M.

Where does Chicago Area Ib of T Pension Trust Fund rank by assets among Form 5500 filers? ▼

Chicago Area Ib of T Pension Trust Fund ranks in the 96th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Chicago Area Ib of T Pension Trust Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Kirby Pension Plan in TX ($373M, 1,052 participants).

Next read for Chicago Area Ib of T Pension Trust Fund

Scale reading

Ways to act on Chicago Area Ib of T Pension Trust Fund's numbers.

By total assets, Chicago Area Ib of T Pension Trust Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
Board of Trustees of Chicago Area Ib of T Pension Trust Fund's sponsor-wide assets have grown 3.9% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.

Read our methodology - how this data is sourced, computed, and verified.

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