Civic Intelligence

Local 863 I. B. of T. Pension Fund

Plan context: Local 863 I. B. of T. Pension Fund Annuity Plan

EIN 22-1598194 • Mountainside, NJ • 35 filings • 5 plans

209 Summit RoadMountainside, NJ 07092-2304
Current Snapshot

Latest Year

2023

2023 Participants

11

2023 Assets

$368,721,369

2023 Contributions

$342,270,365

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$368,721,369$184,360,685$0199920122023YearValue
$368,721,369Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3,9992,0000199920112023YearValue
11Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2023111$368,721,369$342,270,365$31,115,488iApproximate average salary by contribution assumption: employee only about $777,887,193 at 4% or $518,591,462 at 6%; with 50% employer match about $518,591,462 at 4% or $345,727,641 at 6%; with 100% employer match about $388,943,597 at 4% or $259,295,731 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-11$368,721,369$342,270,365$31,115,488iApproximate average salary by contribution assumption: employee only about $777,887,193 at 4% or $518,591,462 at 6%; with 50% employer match about $518,591,462 at 4% or $345,727,641 at 6%; with 100% employer match about $388,943,597 at 4% or $259,295,731 at 6%.
2022140$32,950,878$8,688,453$217,211iApproximate average salary by contribution assumption: employee only about $5,430,283 at 4% or $3,620,189 at 6%; with 50% employer match about $3,620,189 at 4% or $2,413,459 at 6%; with 100% employer match about $2,715,142 at 4% or $1,810,094 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-40$32,950,878$8,688,453$217,211iApproximate average salary by contribution assumption: employee only about $5,430,283 at 4% or $3,620,189 at 6%; with 50% employer match about $3,620,189 at 4% or $2,413,459 at 6%; with 100% employer match about $2,715,142 at 4% or $1,810,094 at 6%.
2021140$52,362,342$8,453,624$211,341iApproximate average salary by contribution assumption: employee only about $5,283,515 at 4% or $3,522,343 at 6%; with 50% employer match about $3,522,343 at 4% or $2,348,229 at 6%; with 100% employer match about $2,641,758 at 4% or $1,761,172 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-40$52,362,342$8,453,624$211,341iApproximate average salary by contribution assumption: employee only about $5,283,515 at 4% or $3,522,343 at 6%; with 50% employer match about $3,522,343 at 4% or $2,348,229 at 6%; with 100% employer match about $2,641,758 at 4% or $1,761,172 at 6%.
2020145$82,165,130$8,732,540$194,056iApproximate average salary by contribution assumption: employee only about $4,851,411 at 4% or $3,234,274 at 6%; with 50% employer match about $3,234,274 at 4% or $2,156,183 at 6%; with 100% employer match about $2,425,706 at 4% or $1,617,137 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-45$82,165,130$8,732,540$194,056iApproximate average salary by contribution assumption: employee only about $4,851,411 at 4% or $3,234,274 at 6%; with 50% employer match about $3,234,274 at 4% or $2,156,183 at 6%; with 100% employer match about $2,425,706 at 4% or $1,617,137 at 6%.
2019159$93,188,623$9,898,447$167,770iApproximate average salary by contribution assumption: employee only about $4,194,257 at 4% or $2,796,171 at 6%; with 50% employer match about $2,796,171 at 4% or $1,864,114 at 6%; with 100% employer match about $2,097,129 at 4% or $1,398,086 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-59$93,188,623$9,898,447$167,770iApproximate average salary by contribution assumption: employee only about $4,194,257 at 4% or $2,796,171 at 6%; with 50% employer match about $2,796,171 at 4% or $1,864,114 at 6%; with 100% employer match about $2,097,129 at 4% or $1,398,086 at 6%.
2018165$107,645,977$8,837,384$135,960iApproximate average salary by contribution assumption: employee only about $3,398,994 at 4% or $2,265,996 at 6%; with 50% employer match about $2,265,996 at 4% or $1,510,664 at 6%; with 100% employer match about $1,699,497 at 4% or $1,132,998 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-65$107,645,977$8,837,384$135,960iApproximate average salary by contribution assumption: employee only about $3,398,994 at 4% or $2,265,996 at 6%; with 50% employer match about $2,265,996 at 4% or $1,510,664 at 6%; with 100% employer match about $1,699,497 at 4% or $1,132,998 at 6%.
2017171$129,168,072$8,859,744$124,785iApproximate average salary by contribution assumption: employee only about $3,119,628 at 4% or $2,079,752 at 6%; with 50% employer match about $2,079,752 at 4% or $1,386,501 at 6%; with 100% employer match about $1,559,814 at 4% or $1,039,876 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-71$129,168,072$8,859,744$124,785iApproximate average salary by contribution assumption: employee only about $3,119,628 at 4% or $2,079,752 at 6%; with 50% employer match about $2,079,752 at 4% or $1,386,501 at 6%; with 100% employer match about $1,559,814 at 4% or $1,039,876 at 6%.
2016173$139,209,311$11,876,949$162,698iApproximate average salary by contribution assumption: employee only about $4,067,448 at 4% or $2,711,632 at 6%; with 50% employer match about $2,711,632 at 4% or $1,807,755 at 6%; with 100% employer match about $2,033,724 at 4% or $1,355,816 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-73$139,209,311$11,876,949$162,698iApproximate average salary by contribution assumption: employee only about $4,067,448 at 4% or $2,711,632 at 6%; with 50% employer match about $2,711,632 at 4% or $1,807,755 at 6%; with 100% employer match about $2,033,724 at 4% or $1,355,816 at 6%.
2015188$146,888,998$6,858,763$77,940iApproximate average salary by contribution assumption: employee only about $1,948,512 at 4% or $1,299,008 at 6%; with 50% employer match about $1,299,008 at 4% or $866,005 at 6%; with 100% employer match about $974,256 at 4% or $649,504 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-88$146,888,998$6,858,763$77,940iApproximate average salary by contribution assumption: employee only about $1,948,512 at 4% or $1,299,008 at 6%; with 50% employer match about $1,299,008 at 4% or $866,005 at 6%; with 100% employer match about $974,256 at 4% or $649,504 at 6%.
2014196$164,140,041$9,546,248$99,440iApproximate average salary by contribution assumption: employee only about $2,486,002 at 4% or $1,657,335 at 6%; with 50% employer match about $1,657,335 at 4% or $1,104,890 at 6%; with 100% employer match about $1,243,001 at 4% or $828,667 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-96$164,140,041$9,546,248$99,440iApproximate average salary by contribution assumption: employee only about $2,486,002 at 4% or $1,657,335 at 6%; with 50% employer match about $1,657,335 at 4% or $1,104,890 at 6%; with 100% employer match about $1,243,001 at 4% or $828,667 at 6%.
20131105$186,238,928$10,858,602$103,415iApproximate average salary by contribution assumption: employee only about $2,585,381 at 4% or $1,723,588 at 6%; with 50% employer match about $1,723,588 at 4% or $1,149,058 at 6%; with 100% employer match about $1,292,691 at 4% or $861,794 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-105$186,238,928$10,858,602$103,415iApproximate average salary by contribution assumption: employee only about $2,585,381 at 4% or $1,723,588 at 6%; with 50% employer match about $1,723,588 at 4% or $1,149,058 at 6%; with 100% employer match about $1,292,691 at 4% or $861,794 at 6%.
20121107$182,092,143$12,394,212$115,834iApproximate average salary by contribution assumption: employee only about $2,895,844 at 4% or $1,930,563 at 6%; with 50% employer match about $1,930,563 at 4% or $1,287,042 at 6%; with 100% employer match about $1,447,922 at 4% or $965,281 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-107$182,092,143$12,394,212$115,834iApproximate average salary by contribution assumption: employee only about $2,895,844 at 4% or $1,930,563 at 6%; with 50% employer match about $1,930,563 at 4% or $1,287,042 at 6%; with 100% employer match about $1,447,922 at 4% or $965,281 at 6%.
20111109$179,556,109$12,094,393$110,958iApproximate average salary by contribution assumption: employee only about $2,773,943 at 4% or $1,849,296 at 6%; with 50% employer match about $1,849,296 at 4% or $1,232,864 at 6%; with 100% employer match about $1,386,972 at 4% or $924,648 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-109$179,556,109$12,094,393$110,958iApproximate average salary by contribution assumption: employee only about $2,773,943 at 4% or $1,849,296 at 6%; with 50% employer match about $1,849,296 at 4% or $1,232,864 at 6%; with 100% employer match about $1,386,972 at 4% or $924,648 at 6%.
20102211$182,338,703$15,754,740$74,667iApproximate average salary by contribution assumption: employee only about $1,866,675 at 4% or $1,244,450 at 6%; with 50% employer match about $1,244,450 at 4% or $829,633 at 6%; with 100% employer match about $933,338 at 4% or $622,225 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-211$182,338,703$15,751,170$74,650iApproximate average salary by contribution assumption: employee only about $1,866,252 at 4% or $1,244,168 at 6%; with 50% employer match about $1,244,168 at 4% or $829,445 at 6%; with 100% employer match about $933,126 at 4% or $622,084 at 6%.
LOCAL UNION 863 I.B. OF T. PENSION FUND ANNUITY PLAN-0$0$3,570-
200921,322$178,464,629$47,068,496$35,604iApproximate average salary by contribution assumption: employee only about $890,100 at 4% or $593,400 at 6%; with 50% employer match about $593,400 at 4% or $395,600 at 6%; with 100% employer match about $445,050 at 4% or $296,700 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-1,322$178,393,002$47,064,856$35,601iApproximate average salary by contribution assumption: employee only about $890,031 at 4% or $593,354 at 6%; with 50% employer match about $593,354 at 4% or $395,569 at 6%; with 100% employer match about $445,016 at 4% or $296,677 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-1$71,627$3,640$3,640iApproximate average salary by contribution assumption: employee only about $91,000 at 4% or $60,667 at 6%; with 50% employer match about $60,667 at 4% or $40,444 at 6%; with 100% employer match about $45,500 at 4% or $30,333 at 6%.
200821,127$153,492,341$41,127,485$36,493iApproximate average salary by contribution assumption: employee only about $912,322 at 4% or $608,215 at 6%; with 50% employer match about $608,215 at 4% or $405,477 at 6%; with 100% employer match about $456,161 at 4% or $304,107 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-1,127$153,492,341$41,127,485$36,493iApproximate average salary by contribution assumption: employee only about $912,322 at 4% or $608,215 at 6%; with 50% employer match about $608,215 at 4% or $405,477 at 6%; with 100% employer match about $456,161 at 4% or $304,107 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-1---
200723,248$0$0-
Local 863 I. B. of T. Pension Fund Annuity Plan-3,248---
Local 863 I. B. of T. Pension Fund Annuity Plan-1---
200623,314$54,466$3,640$1iApproximate average salary by contribution assumption: employee only about $27 at 4% or $18 at 6%; with 50% employer match about $18 at 4% or $12 at 6%; with 100% employer match about $14 at 4% or $9 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-1$54,466$3,640$3,640iApproximate average salary by contribution assumption: employee only about $91,000 at 4% or $60,667 at 6%; with 50% employer match about $60,667 at 4% or $40,444 at 6%; with 100% employer match about $45,500 at 4% or $30,333 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-3,314---
200523,420$48,454$3,640$1iApproximate average salary by contribution assumption: employee only about $27 at 4% or $18 at 6%; with 50% employer match about $18 at 4% or $12 at 6%; with 100% employer match about $13 at 4% or $9 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-1$48,454$3,640$3,640iApproximate average salary by contribution assumption: employee only about $91,000 at 4% or $60,667 at 6%; with 50% employer match about $60,667 at 4% or $40,444 at 6%; with 100% employer match about $45,500 at 4% or $30,333 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-3,420---
200423,655$192,689,438$17,422,725$4,767iApproximate average salary by contribution assumption: employee only about $119,170 at 4% or $79,447 at 6%; with 50% employer match about $79,447 at 4% or $52,965 at 6%; with 100% employer match about $59,585 at 4% or $39,723 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-3,655$192,645,449$17,419,085$4,766iApproximate average salary by contribution assumption: employee only about $119,146 at 4% or $79,430 at 6%; with 50% employer match about $79,430 at 4% or $52,954 at 6%; with 100% employer match about $59,573 at 4% or $39,715 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-2$43,989$3,640$1,820iApproximate average salary by contribution assumption: employee only about $45,500 at 4% or $30,333 at 6%; with 50% employer match about $30,333 at 4% or $20,222 at 6%; with 100% employer match about $22,750 at 4% or $15,167 at 6%.
200312$40,279$3,640$1,820iApproximate average salary by contribution assumption: employee only about $45,500 at 4% or $30,333 at 6%; with 50% employer match about $30,333 at 4% or $20,222 at 6%; with 100% employer match about $22,750 at 4% or $15,167 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-2$40,279$3,640$1,820iApproximate average salary by contribution assumption: employee only about $45,500 at 4% or $30,333 at 6%; with 50% employer match about $30,333 at 4% or $20,222 at 6%; with 100% employer match about $22,750 at 4% or $15,167 at 6%.
200223,896$35,502$2,870$1iApproximate average salary by contribution assumption: employee only about $18 at 4% or $12 at 6%; with 50% employer match about $12 at 4% or $8 at 6%; with 100% employer match about $9 at 4% or $6 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-2$35,502$2,870$1,435iApproximate average salary by contribution assumption: employee only about $35,875 at 4% or $23,917 at 6%; with 50% employer match about $23,917 at 4% or $15,944 at 6%; with 100% employer match about $17,938 at 4% or $11,958 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-3,896---
200123,999$219,785,872$15,677,876$3,920iApproximate average salary by contribution assumption: employee only about $98,011 at 4% or $65,341 at 6%; with 50% employer match about $65,341 at 4% or $43,561 at 6%; with 100% employer match about $49,006 at 4% or $32,670 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-3,999$219,785,872$15,677,876$3,920iApproximate average salary by contribution assumption: employee only about $98,011 at 4% or $65,341 at 6%; with 50% employer match about $65,341 at 4% or $43,561 at 6%; with 100% employer match about $49,006 at 4% or $32,670 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-2---
200023,593$30,639$3,640$1iApproximate average salary by contribution assumption: employee only about $25 at 4% or $17 at 6%; with 50% employer match about $17 at 4% or $11 at 6%; with 100% employer match about $13 at 4% or $8 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-2$30,639$3,640$1,820iApproximate average salary by contribution assumption: employee only about $45,500 at 4% or $30,333 at 6%; with 50% employer match about $30,333 at 4% or $20,222 at 6%; with 100% employer match about $22,750 at 4% or $15,167 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-3,593---
199912$25,683$3,640$1,820iApproximate average salary by contribution assumption: employee only about $45,500 at 4% or $30,333 at 6%; with 50% employer match about $30,333 at 4% or $20,222 at 6%; with 100% employer match about $22,750 at 4% or $15,167 at 6%.
Local 863 I. B. of T. Pension Fund Annuity Plan-2$25,683$3,640$1,820iApproximate average salary by contribution assumption: employee only about $45,500 at 4% or $30,333 at 6%; with 50% employer match about $30,333 at 4% or $20,222 at 6%; with 100% employer match about $22,750 at 4% or $15,167 at 6%.