Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund Pension Plan
Data updated 2026-08-25
- $640M
- Total assets Above avg plan size
- 1,522
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $420,626
- Avg per participant High balance/head
Official DOL plan name: Local 295 I.B.T. Employer Group Pension Trust Fund · Sponsored by Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund · New York · Transportation & Warehousing
$640M in assets, 1,522 participants
Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund's Local 295 I.B.T. Employer Group Pension Trust Fund reported $640M in total assets and 1,522 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,180 in Transportation & Warehousing (3,299 peers)
Where Local 295 I.B.T. Employer Group Pension Trust Fund sits by assets
Local 295 I.B.T. Employer Group Pension Trust Fund sits in the top 5% of all filed plans by assets, $640M for 1,522 participants (~$420,626/participant), up 4.1% in 2024.
- #3,180
- in Transportation & Warehousing (3,299 peers)
- +4.1%
- assets growth YoY
- 6.4×
- vs typical plan assets (national mean)
Local 295 I.B.T. Employer Group Pension Trust Fund's outsized position by total assets
Local 295 I.B.T. Employer Group Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$640,192,648 Top 2% higher than 98% 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
Local 295 I.B.T. Employer Group Pension 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 295 I.B.T. Employer Group Pension Trust Fund lands in the large band (1,522 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local 295 I.B.T. Employer Group Pension Trust Fund reported net income fell from $47M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Local 295 I.B.T. Employer Group Pension Trust Fund end-of-year assets rose from $615M in the plan year 2023 filing to $640M in the plan year 2024 filing.
- Local 295 I.B.T. Employer Group Pension Trust Fund reported participants fell from 1,550 in the plan year 2023 filing to 1,522 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 116172155 · Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund PY 2024 · Defined Benefit (Pension)
Local 295 I.B.T. Employer Group Pension Trust Fund · $640M · 1,522 · 98th
- EOY $640M
- 5500 1,522
- ASSETS 98th
- PCT Defined Benefit (Pension)
- EIN near Resolute Fp US Pension Plan
- RANK ind #3180
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 Transportation & Warehousing retirement plans → · Plans in New York →
Local 295 I.B.T. Employer Group Pension Trust Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $615M |
|---|---|
| Net Assets (End of Year) | $640M |
| Net Income | $25M |
| Employer EIN | 116172155 |
| Plan Effective Date | 1953-04-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund)
Sponsor-wide plan assets over time
All Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $640M 12.630465450602923% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,518 | $568M |
| 2023 | 1 | 1,550 | $615M |
| 2024 | 1 | 1,522 | $640M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Local 295 I.B.T. Employer Group Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Resolute Fp US Pension Plan in ($641M); by covered participants it is Kimberly-Clark Corporation Pension Plan in WI (1,522 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($640M here).
- Resolute Fp US Pension Plan () $641M · 261
- Teamsters Union No. 142 Pension Fund (IN) $639M · 2,059
- Northwestern Memorial Hospital Employees' Pension Plan (IL) $642M · 2,012
- Fca US LLC Consolidated Plan (MI) $643M · 1,594
Similar participant headcount
Nearest other-state filings by covered participants (1,522 participants); asset peers above are excluded.
- Kimberly-Clark Corporation Pension Plan (WI) 1,522 · 0 off
- District 1199seiu - the Johns Hopkins Hospital Pension Plan (MD) 1,520 · 2 off
- Ann & Robert H. Lurie Children's Hospital of Chicago Value Growth Plan (IL) 1,525 · 3 off
- Pension Plan for Eaton Employees in Puerto Rico (TX) 1,525 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.