Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Local 868 Ibt Pension Fund Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
164
Participants Small participant base
61st
Percentile by assets National rank
$79,495
Avg per participant Below avg balance/head
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Official DOL plan name: Local 868 I. B. of T. Pension Fund · Sponsored by Board of Trustees of Local 868 Ibt Pension Fund · New York · Retail Trade

$13M in assets, 164 participants

Board of Trustees of Local 868 Ibt Pension Fund's Local 868 I. B. of T. Pension Fund reported $13M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,839 in Retail Trade (8,048 peers)

Coverage in New York

Local 868 I. B. of T. Pension Fund covers 164 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $13M.

#5,839
in Retail Trade (8,048 peers)
+3.0%
assets growth YoY

Local 868 I. B. of T. Pension Fund's mid-pack asset rank among Retail Trade and all filers

Local 868 I. B. of T. Pension Fund vs every filed plan by assets

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

$13,037,230 Top 39% higher than 61% 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

Local 868 I. B. of T. 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. Local 868 I. B. of T. Pension Fund sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 868 I. B. of T. Pension Fund reported net income fell from $2M in the plan year 2023 filing to $381K in the plan year 2024 filing.
  • Local 868 I. B. of T. Pension Fund end-of-year assets rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132930439 · Board of Trustees of Local 868 Ibt Pension Fund PY 2024 · Defined Benefit (Pension)

Local 868 I. B. of T. Pension Fund · $13M · 164 · 61st

  • TYPE $13M
  • NET 164
  • BOOK 61st
  • VS-ST Defined Benefit (Pension)
  • BOY near Dairy Employees Union Local 17 Pension Plan
  • SCH ind #5839

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 Retail Trade retirement plans → · Plans in New York →

Local 868 I. B. of T. Pension Fund in the asset neighbourhood

Local 868 I. B. of T. Pension FundLocal 868 I. B. of T. Pensio…$13MDairy Employees Union Local 17 Pension PlanDairy Employees Union Local …$13MProfusion Industries Marietta Plant Pension PlanProfusion Industries Mariett…$13MShenango Incorporated Pension PlanShenango Incorporated Pensio…$13MHorace Mann Pension Plan$13M
End-of-year total assets ($M) among Local 868 I. B. of T. Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$381K
Employer EIN132930439
Plan Effective Date1960-06-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 868 Ibt Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 868 Ibt Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$13M 17.435013067871413% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.1M $13M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 163 $11M
2023 1 165 $13M
2024 1 164 $13M

Nearby Defined Benefit (Pension) Plans in New York

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

Local 868 I. B. of T. Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Local 868 I. B. of T. Pension Fund, Total assets ($B): 0.01303723 · Participants: 164Local 868 I. B. of T. 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
Local 868 I. B. of T. Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Local 868 I. B. of T. Pension Fund side-by-side with 3 peers →

Local 868 I. B. of T. 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 Dairy Employees Union Local 17 Pension Plan in CA ($13M); by covered participants it is Noland Health Services Retirement Income Plan in AL (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Local 868 I. B. of T. Pension Fund assets move in 2024? ▼
Local 868 I. B. of T. Pension Fund edged up modestly - up 3.0% during 2024, from $13M to $13M. Reported net income was $381K.
How have Board of Trustees of Local 868 Ibt Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 868 Ibt Pension Fund's sponsor-wide assets grew 17.4%, from $11M to $13M.
Which Defined Benefit (Pension) plans are similar in size to Local 868 I. B. of T. Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dairy Employees Union Local 17 Pension Plan in CA ($13M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 868 I. B. of T. Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Noland Health Services Retirement Income Plan in AL (164 participants, $39M 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 132930439.

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.