Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$373M
Total assets Above avg plan size
421
Participants Below avg headcount
96th
Percentile by assets National rank
$885,144
Avg per participant High balance/head
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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.

  • #5,932 in Wholesale Trade (6,080 peers)

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.

#5,932
in Wholesale Trade (6,080 peers)
+6.2%
assets growth YoY
3.7×
vs typical plan assets (national mean)

Chicago Area Ib of T Pension Trust Fund's outsized position by total assets

Chicago Area Ib of T Pension Trust Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$372,645,674 Top 4% higher than 96% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Chicago Area Ib of T 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. Chicago Area Ib of T Pension Trust Fund sits mid-pack in the medium band (421 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

EBSA filing schedule strip

Filing strip 362407063 · Board of Trustees of Chicago Area Ib of T Pension Trust Fund PY 2024 · Defined Benefit (Pension)

Chicago Area Ib of T Pension Trust Fund · $373M · 421 · 96th

  • RANK $373M
  • RANK 421
  • RANK 96th
  • RANK Defined Benefit (Pension)
  • RANK near Kirby Pension Plan
  • RANK ind #5932

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 Wholesale Trade retirement plans → · Plans in Illinois →

Chicago Area Ib of T Pension Trust Fund in the asset neighbourhood

Fmc Technologies, Inc. Employees' Retirement ProgramFmc Technologies, Inc. Emplo…$374MU.a. Local 13 Pension Fund$373MInternational Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension FundInternational Association of…$373MKirby Pension Plan$373MChicago Area Ib of T Pension Trust FundChicago Area Ib of T Pension…$373M
End-of-year total assets ($M) among Chicago Area Ib of T Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$351M
Net Assets (End of Year)$372M
Net Income$22M
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)

Sponsor-wide plan assets over time

All Board of Trustees of Chicago Area Ib of T Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$373M 3.866263273828427% vs 2022
2024 filing year
$340M$350M$360M$370M$380M 202220232024 $359M $373M ▲ +3.9%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Chicago Area Ib of T Pension Trust Fund, Total assets ($B): 0.372645674 · Participants: 421Chicago Area Ib of T Pension Trust FundCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
Chicago Area Ib of T Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Chicago Area Ib of T Pension Trust Fund side-by-side with 3 peers →

Chicago Area Ib of T Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Kirby Pension Plan in TX ($373M); by covered participants it is Nrg Pension Plan in NJ (421 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (421 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 123,622 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Chicago Area Ib of T Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nrg Pension Plan in NJ (421 participants, $381M in assets).

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.