Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of Local Union 786 Ibt Material Pension Pension Plan

Data updated 2026-08-25

$394M
Total assets Above avg plan size
995
Participants Near avg headcount
97th
Percentile by assets National rank
$396,348
Avg per participant High balance/head
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Official DOL plan name: Local Union 786 Building Material Pension Fund · Sponsored by Trustees of Local Union 786 Ibt Material Pension · Illinois · Wholesale Trade

$394M in assets, 995 participants

Trustees of Local Union 786 Ibt Material Pension's Local Union 786 Building Material Pension Fund reported $394M in total assets and 995 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #5,937 in Wholesale Trade (6,080 peers)

Where Local Union 786 Building Material Pension Fund sits by assets

Local Union 786 Building Material Pension Fund sits in the top 5% of all filed plans by assets, $394M for 995 participants (~$396,348/participant), up 5.0% in 2024.

#5,937
in Wholesale Trade (6,080 peers)
+5.0%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Local Union 786 Building Material Pension Fund's outsized position by total assets

Local Union 786 Building Material Pension Fund vs every filed plan by assets

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

$394,366,377 Top 3% higher than 97% 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 Union 786 Building Material 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 Union 786 Building Material Pension Fund sits mid-pack in the medium band (995 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local Union 786 Building Material Pension Fund reported net income fell from $35M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Local Union 786 Building Material Pension Fund end-of-year assets rose from $376M in the plan year 2023 filing to $394M in the plan year 2024 filing.
  • Local Union 786 Building Material Pension Fund reported participants fell from 1,031 in the plan year 2023 filing to 995 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 516067400 · Trustees of Local Union 786 Ibt Material Pension PY 2024 · Defined Benefit (Pension)

Local Union 786 Building Material Pension Fund · $394M · 995 · 97th

  • EIN $394M
  • EIN 995
  • EIN 97th
  • EIN Defined Benefit (Pension)
  • EIN near Delta Dental Plan of Michigan, Inc. Retirement Income Plan
  • EIN ind #5937

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 Wholesale Trade retirement plans → · Plans in Illinois →

Local Union 786 Building Material Pension Fund in the asset neighbourhood

Swiss Re Group U.S. Employees' Pension PlanSwiss Re Group U.S. Employee…$396MBaxalta Incorporated and Subsidiaries Pension PlanBaxalta Incorporated and Sub…$395MDelta Dental Plan of Michigan, Inc. Retirement Income PlanDelta Dental Plan of Michiga…$395MLocal Union 786 Building Material Pension FundLocal Union 786 Building Mat…$394MKaiser Permanente Physicians and Employees Retirement PlanKaiser Permanente Physicians…$394M
End-of-year total assets ($M) among Local Union 786 Building Material 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)$376M
Net Assets (End of Year)$394M
Net Income$19M
Employer EIN516067400
Plan Effective Date1961-04-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Local Union 786 Ibt Material Pension)

Sponsor-wide plan assets over time

All Trustees of Local Union 786 Ibt Material Pension plans reported in each filing year

Latest sponsor-wide plan assets
$394M 15.634782540822375% vs 2022
2024 filing year
$320M$340M$360M$380M$400M 202220232024 $341M $394M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 995 $341M
2023 1 1,031 $376M
2024 1 995 $394M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Local Union 786 Building Material Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Local Union 786 Building Material Pension Fund, Total assets ($B): 0.394366377 · Participants: 995Local Union 786 Building Material Pension FundCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
Local Union 786 Building Material Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Local Union 786 Building Material Pension Fund side-by-side with 3 peers →

Local Union 786 Building Material Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Delta Dental Plan of Michigan, Inc. Retirement Income Plan in MI ($395M); by covered participants it is Bemis Hourly Retirement Plan in WI (995 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (995 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 Union 786 Building Material Pension Fund assets move in 2024? ▼
Local Union 786 Building Material Pension Fund edged up modestly - up 5.0% during 2024, from $376M to $394M. Reported net income was $19M.
How have Trustees of Local Union 786 Ibt Material Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Local Union 786 Ibt Material Pension's sponsor-wide assets grew 15.6%, from $341M to $394M.
Where does Local Union 786 Building Material Pension Fund rank by assets among Form 5500 filers? ▼
Local Union 786 Building Material Pension Fund ranks in the 97th 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 Local Union 786 Building Material Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Delta Dental Plan of Michigan, Inc. Retirement Income Plan in MI ($395M, 714 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local Union 786 Building Material Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bemis Hourly Retirement Plan in WI (995 participants, $99M 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 516067400.

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.