Defined Benefit (Pension) · DOL Form 5500 · 2024
Joint Board of Trustees of Bac Local 23 North Shore Chapter Pension Plan
Data updated 2026-08-25
- $112M
- Total assets Near avg plan size
- 535
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $209,163
- Avg per participant Above avg balance/head
Official DOL plan name: Bac Local 23 North Shore Chapter Pension Fund · Sponsored by Joint Board of Trustees of Bac Local 23 North Shore Chapter · Ohio · Construction
$112M in assets, 535 participants
Joint Board of Trustees of Bac Local 23 North Shore Chapter's Bac Local 23 North Shore Chapter Pension Fund reported $112M in total assets and 535 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #8,105 in Construction (9,039 peers)
Where Bac Local 23 North Shore Chapter Pension Fund sits by assets
Bac Local 23 North Shore Chapter Pension Fund sits in the top 10% of all filed plans by assets, $112M for 535 participants (~$209,163/participant), up 6.0% in 2024.
- #8,105
- in Construction (9,039 peers)
- +6.0%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Bac Local 23 North Shore Chapter Pension Fund's outsized position by total assets
Bac Local 23 North Shore Chapter Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$111,902,351 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bac Local 23 North Shore Chapter 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. Bac Local 23 North Shore Chapter Pension Fund sits mid-pack in the medium band (535 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bac Local 23 North Shore Chapter Pension Fund reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Bac Local 23 North Shore Chapter Pension Fund end-of-year assets rose from $106M in the plan year 2023 filing to $112M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 621523674 · Joint Board of Trustees of Bac Local 23 North Shore Chapter PY 2024 · Defined Benefit (Pension)
Bac Local 23 North Shore Chapter Pension Fund · $112M · 535 · 91st
- 5500 $112M
- ASSETS 535
- PCT 91st
- EIN Defined Benefit (Pension)
- RANK near Pension Plan for Employees of Evraz Inc. NA
- PHOTO ind #8105
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 Ohio →
Bac Local 23 North Shore Chapter Pension Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $112M |
| Net Income | $6M |
| Employer EIN | 621523674 |
| Plan Effective Date | 1961-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees of Bac Local 23 North Shore Chapter)
Sponsor-wide plan assets over time
All Joint Board of Trustees of Bac Local 23 North Shore Chapter plans reported in each filing year
- Latest sponsor-wide plan assets
- $112M 13.633386326945384% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 530 | $98M |
| 2023 | 1 | 537 | $106M |
| 2024 | 1 | 535 | $112M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
Bac Local 23 North Shore Chapter Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Evraz Inc. NA in IL ($112M); by covered participants it is Smiths Group Pension Plan in DC (535 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($112M here).
- Pension Plan for Employees of Evraz Inc. NA (IL) $112M · 130
- Pension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc. (CT) $112M · 564
- Te Connectivity Legacy Pension Plan (PA) $112M · 648
- Houghton Mifflin Retirement Plan (MA) $112M · 206
Similar participant headcount
Nearest other-state filings by covered participants (535 participants); asset peers above are excluded.
- Smiths Group Pension Plan (DC) 535 · 0 off
- New Orleans Electrical Pension Fund (TN) 535 · 0 off
- Ziply Fiber Pension Plan (WA) 536 · 1 off
- Hecla Mining Company Restated Retirement Plan (ID) 536 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.