Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of IBEW Local 325 Pension Fund Pension Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
249
Participants Below avg headcount
88th
Percentile by assets National rank
$293,441
Avg per participant High balance/head
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Official DOL plan name: IBEW Local 325 Pension Fund · Sponsored by Trustees of IBEW Local 325 Pension Fund · New York · Finance & Insurance

$73M in assets, 249 participants

Trustees of IBEW Local 325 Pension Fund's IBEW Local 325 Pension Fund reported $73M in total assets and 249 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,952 in Finance & Insurance (8,549 peers)

Coverage in New York

IBEW Local 325 Pension Fund covers 249 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $73M.

#6,952
in Finance & Insurance (8,549 peers)
+6.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

IBEW Local 325 Pension Fund's outsized position by total assets

IBEW Local 325 Pension Fund vs every filed plan by assets

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

$73,066,869 Top 12% higher than 88% 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

IBEW Local 325 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. IBEW Local 325 Pension Fund sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • IBEW Local 325 Pension Fund reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • IBEW Local 325 Pension Fund end-of-year assets rose from $68M in the plan year 2023 filing to $73M in the plan year 2024 filing.
  • IBEW Local 325 Pension Fund reported participants fell from 252 in the plan year 2023 filing to 249 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 166098105 · Trustees of IBEW Local 325 Pension Fund PY 2024 · Defined Benefit (Pension)

IBEW Local 325 Pension Fund · $73M · 249 · 88th

  • TYPE $73M
  • NET 249
  • BOOK 88th
  • VS-ST Defined Benefit (Pension)
  • BOY near Sappi North America, Inc. Central Mills Employees' Retirement Plan
  • SCH ind #6952

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 Finance & Insurance retirement plans → · Plans in New York →

IBEW Local 325 Pension Fund in the asset neighbourhood

Retirement Plan for the Employees of Sequoia Living Inc.Retirement Plan for the Empl…$73MSappi North America, Inc. Central Mills Employees' Retirement PlanSappi North America, Inc. Ce…$73MIBEW Local 325 Pension Fund$73MSilgan Plastics Pension Plan for Hourly-Paid EmployeesSilgan Plastics Pension Plan…$73MLocke Lord LLP 2017 Partners Cash Balance PlanLocke Lord LLP 2017 Partners…$73M
End-of-year total assets ($M) among IBEW Local 325 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)$68M
Net Assets (End of Year)$73M
Net Income$5M
Employer EIN166098105
Plan Effective Date1963-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of IBEW Local 325 Pension Fund)

Sponsor-wide plan assets over time

All Trustees of IBEW Local 325 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$73M 17.892707359642166% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $62M $73.1M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 247 $62M
2023 1 252 $68M
2024 1 249 $73M

Nearby Defined Benefit (Pension) Plans in New York

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

IBEW Local 325 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants IBEW Local 325 Pension Fund, Total assets ($B): 0.073066869 · Participants: 249IBEW Local 325 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
IBEW Local 325 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare IBEW Local 325 Pension Fund side-by-side with 3 peers →

IBEW Local 325 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 Sappi North America, Inc. Central Mills Employees' Retirement Plan in MA ($73M); by covered participants it is Unify Financial Credit Union Pension Plan in TX (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 IBEW Local 325 Pension Fund assets move in 2024? ▼
IBEW Local 325 Pension Fund grew at a solid clip - up 6.9% during 2024, from $68M to $73M. Reported net income was $5M.
How have Trustees of IBEW Local 325 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of IBEW Local 325 Pension Fund's sponsor-wide assets grew 17.9%, from $62M to $73M.
Where does IBEW Local 325 Pension Fund rank by assets among Form 5500 filers? ▼
IBEW Local 325 Pension Fund ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to IBEW Local 325 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sappi North America, Inc. Central Mills Employees' Retirement Plan in MA ($73M, 560 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local 325 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Unify Financial Credit Union Pension Plan in TX (249 participants, $92M 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 166098105.

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.