Profit Sharing · DOL Form 5500 · 2024

Board of Trustees of Local 786 I.B. of T. Severance Trust Fund Profit Sharing Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
1,155
Participants Near avg headcount
82nd
Percentile by assets National rank
$35,522
Avg per participant Low balance/head
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Official DOL plan name: Local 786 I.B. of T. Severance Trust Fund · Sponsored by Board of Trustees of Local 786 I.B. of T. Severance Trust Fund · Illinois · Retail Trade

$41M in assets, 1,155 participants

Board of Trustees of Local 786 I.B. of T. Severance Trust Fund's Local 786 I.B. of T. Severance Trust Fund reported $41M in total assets and 1,155 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,205 in Retail Trade (8,048 peers)

Where Local 786 I.B. of T. Severance Trust Fund sits by assets

Local 786 I.B. of T. Severance Trust Fund sits in the top quartile of all filed plans by assets, $41M for 1,155 participants (~$35,522/participant), up 20.4% in 2024.

#7,205
in Retail Trade (8,048 peers)
+20.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Local 786 I.B. of T. Severance Trust Fund's outsized position by total assets

Local 786 I.B. of T. Severance Trust Fund vs every filed plan by assets

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

$41,027,805 Top 18% higher than 82% 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 786 I.B. of T. Severance Trust Fund's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 786 I.B. of T. Severance Trust Fund lands in the large band (1,155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 786 I.B. of T. Severance Trust Fund end-of-year assets rose from $34M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Local 786 I.B. of T. Severance Trust Fund reported participants fell from 1,374 in the plan year 2023 filing to 1,155 in the plan year 2024 filing.
  • Local 786 I.B. of T. Severance Trust Fund reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 363319994 · Board of Trustees of Local 786 I.B. of T. Severance Trust Fund PY 2024 · Profit Sharing

Local 786 I.B. of T. Severance Trust Fund · $41M · 1,155 · 82nd

  • PART $41M
  • PART 1,155
  • PART 82nd
  • PART Profit Sharing
  • PART near Hawaiian Dredging Construction Company Profit Sharing Plan
  • PART ind #7205

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 Illinois →

Local 786 I.B. of T. Severance Trust Fund in the asset neighbourhood

Plumbers Local 55 Defined Contribution Retirement PlanPlumbers Local 55 Defined Co…$41MHirevue Retirement Trust$41MHawaiian Dredging Construction Company Profit Sharing PlanHawaiian Dredging Constructi…$41MLocal 786 I.B. of T. Severance Trust FundLocal 786 I.B. of T. Severan…$41MGeffen, Mesher & Co., P.C. 401(k) PlanGeffen, Mesher & Co., P.C. 4…$41M
End-of-year total assets ($M) among Local 786 I.B. of T. Severance Trust Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN363319994
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 786 I.B. of T. Severance Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 786 I.B. of T. Severance Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$41M 57.401907047417296% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $26.1M $41M ▲ +57.4%
Year Plans Participants Total Assets
2022 1 1,288 $26M
2023 1 1,374 $34M
2024 1 1,155 $41M

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Local 786 I.B. of T. Severance Trust Fund vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Local 786 I.B. of T. Severance Trust Fund, Total assets ($B): 0.041027805 · Participants: 1155Local 786 I.B. of T. Severance Trust FundW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.778311009 · Participants: 18584W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.469243854 · Participants: 24278Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 3.008828322 · Participants: 4364Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 2.023030159 · Participants: 15593Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.368713933 · Participants: 16059Carle Foundation Hospital and Affiliates Matching Tsa Plan
Local 786 I.B. of T. Severance Trust Fund vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Local 786 I.B. of T. Severance Trust Fund side-by-side with 3 peers →

Local 786 I.B. of T. Severance Trust Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Hawaiian Dredging Construction Company Profit Sharing Plan in HI ($41M); by covered participants it is Hellas Construction, Inc 401(k) Plan in TX (1,160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,155 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 786 I.B. of T. Severance Trust Fund assets move in 2024? ▼
Local 786 I.B. of T. Severance Trust Fund grew sharply - up 20.4% during 2024, from $34M to $41M. Reported net income was $7M.
How have Board of Trustees of Local 786 I.B. of T. Severance Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 786 I.B. of T. Severance Trust Fund's sponsor-wide assets grew 57.4%, from $26M to $41M.
Where does Local 786 I.B. of T. Severance Trust Fund rank by assets among Form 5500 filers? ▼
Local 786 I.B. of T. Severance Trust Fund ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Local 786 I.B. of T. Severance Trust Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Hawaiian Dredging Construction Company Profit Sharing Plan in HI ($41M, 308 participants).
Which Profit Sharing plans cover a similar participant headcount to Local 786 I.B. of T. Severance Trust Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hellas Construction, Inc 401(k) Plan in TX (1,160 participants, $20M 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 363319994.

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.