Defined Benefit (Pension) · DOL Form 5500 · 2024

IBEW Local No. 86 Pension Fund Board of Trustees Pension Plan

Data updated 2026-08-25

$285M
Total assets Near avg plan size
693
Participants Below avg headcount
96th
Percentile by assets National rank
$411,569
Avg per participant High balance/head
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Official DOL plan name: IBEW Local No. 86 Pension Fund · Sponsored by IBEW Local No. 86 Pension Fund Board of Trustees · New York · Construction

$285M in assets, 693 participants

IBEW Local No. 86 Pension Fund Board of Trustees's IBEW Local No. 86 Pension Fund reported $285M in total assets and 693 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.

  • #8,589 in Construction (9,039 peers)

Where IBEW Local No. 86 Pension Fund sits by assets

IBEW Local No. 86 Pension Fund sits in the top 5% of all filed plans by assets, $285M for 693 participants (~$411,569/participant), up 2.8% in 2024.

#8,589
in Construction (9,039 peers)
+2.8%
assets growth YoY
2.9×
vs typical plan assets (national mean)

IBEW Local No. 86 Pension Fund's outsized position by total assets

IBEW Local No. 86 Pension Fund vs every filed plan by assets

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

$285,217,373 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

IBEW Local No. 86 Pension 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 No. 86 Pension Fund sits mid-pack in the medium band (693 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • IBEW Local No. 86 Pension Fund reported net income fell from $22M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • IBEW Local No. 86 Pension Fund reported participants rose from 610 in the plan year 2023 filing to 693 in the plan year 2024 filing.
  • IBEW Local No. 86 Pension Fund end-of-year assets rose from $277M in the plan year 2023 filing to $285M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 166085820 · IBEW Local No. 86 Pension Fund Board of Trustees PY 2024 · Defined Benefit (Pension)

IBEW Local No. 86 Pension Fund · $285M · 693 · 96th

  • BOY $285M
  • SCH 693
  • EBSA 96th
  • PART Defined Benefit (Pension)
  • TYPE near Retirement Plan for Pilots of Hawaiian Airlines, Inc.
  • NET ind #8589

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 Construction retirement plans → · Plans in New York →

IBEW Local No. 86 Pension Fund in the asset neighbourhood

IBEW Local No. 86 Pension FundIBEW Local No. 86 Pension Fu…$285MRetirement Plan for Pilots of Hawaiian Airlines, Inc.Retirement Plan for Pilots o…$285MMueller Group, LLC Pension Plan for Selected EmployeesMueller Group, LLC Pension P…$285MPackaging Corporation of America Pension Plan for Eligible Grandfathered Salaried EmployeesPackaging Corporation of Ame…$285MFanuc Robotics America Retirement PlanFanuc Robotics America Retir…$285M
End-of-year total assets ($M) among IBEW Local No. 86 Pension 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)$277M
Net Assets (End of Year)$285M
Net Income$8M
Employer EIN166085820
Plan Effective Date1966-10-26
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local No. 86 Pension Fund Board of Trustees)

Sponsor-wide plan assets over time

All IBEW Local No. 86 Pension Fund Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$285M 11.652858381192218% vs 2022
2024 filing year
$250M$260M$270M$280M$290M 202220232024 $255M $285M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 662 $255M
2023 1 610 $277M
2024 1 693 $285M

Nearby Defined Benefit (Pension) Plans in New York

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

IBEW Local No. 86 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants IBEW Local No. 86 Pension Fund, Total assets ($B): 0.285217373 · Participants: 693IBEW Local No. 86 Pension FundIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
IBEW Local No. 86 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare IBEW Local No. 86 Pension Fund side-by-side with 3 peers →

IBEW Local No. 86 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Pilots of Hawaiian Airlines, Inc. in HI ($285M); by covered participants it is Black Hills Retirement Plan in SD (692 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (693 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 IBEW Local No. 86 Pension Fund assets move in 2024? ▼
IBEW Local No. 86 Pension Fund edged up modestly - up 2.8% during 2024, from $277M to $285M. Reported net income was $8M.
How have IBEW Local No. 86 Pension Fund Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local No. 86 Pension Fund Board of Trustees's sponsor-wide assets grew 11.7%, from $255M to $285M.
Where does IBEW Local No. 86 Pension Fund rank by assets among Form 5500 filers? ▼
IBEW Local No. 86 Pension 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 IBEW Local No. 86 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Pilots of Hawaiian Airlines, Inc. in HI ($285M, 143 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local No. 86 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Black Hills Retirement Plan in SD (692 participants, $272M 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 166085820.

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.