Money Purchase · DOL Form 5500 · 2022
Board of Trust of the Annuity Fd of the Electrical Industry of Li Money Purchase Plan
Data updated 2026-08-25
- $400M
- Total assets Above avg plan size
- 2,186
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $182,835
- Avg per participant Above avg balance/head
Official DOL plan name: Annuity Fd of the Electrical Industry of Long Island · Sponsored by Board of Trust of the Annuity Fd of the Electrical Industry of Li · New York · Construction
$400M in assets, 2,186 participants
Board of Trust of the Annuity Fd of the Electrical Industry of Li's Annuity Fd of the Electrical Industry of Long Island reported $400M in total assets and 2,186 participants in its 2022 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.
- #9,640 in Construction (9,927 peers)
Coverage in New York
Annuity Fd of the Electrical Industry of Long Island covers 2,186 participants in New York, 2.7x the typical New York plan (state average ~798 per filing). Assets: $400M.
- #9,640
- in Construction (9,927 peers)
- -9.9%
- assets change YoY
- 4.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $44M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Annuity Fd of the Electrical Industry of Long Island's outsized position by total assets
Annuity Fd of the Electrical Industry of Long Island vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$399,676,754 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Annuity Fd of the Electrical Industry of Long Island's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Fd of the Electrical Industry of Long Island lands in the large band (2,186 participants).
Published 5500 schedule card
Filing strip 116045930 · Board of Trust of the Annuity Fd of the Electrical Industry of Li PY 2022 · Money Purchase
Annuity Fd of the Electrical Industry of Long Island · $400M · 2,186 · 97th
- PART $400M
- PART 2,186
- PART 97th
- PART Money Purchase
- PART near Pension Trust Fund for Operating Engineers Annuity Plan
- PART ind #9640
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 Construction retirement plans → · Plans in New York →
Annuity Fd of the Electrical Industry of Long Island in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $444M |
|---|---|
| Net Assets (End of Year) | $399M |
| Net Income | -$44M |
| Employer EIN | 116045930 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trust of the Annuity Fd of the Electrical Industry of Li)
Sponsor-wide plan assets over time
All Board of Trust of the Annuity Fd of the Electrical Industry of Li plans reported in each filing year
- Latest sponsor-wide plan assets
- $446M 11.502516356005032% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,186 | $400M |
| 2023 | 1 | 2,345 | $420M |
| 2024 | 1 | 2,386 | $446M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Annuity Fd of the Electrical Industry of Long Island's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Pension Trust Fund for Operating Engineers Annuity Plan in CA ($405M); by covered participants it is Bergelectric Corporation Money Purchase Pension Plan in CA (2,170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($400M here).
- Pension Trust Fund for Operating Engineers Annuity Plan (CA) $405M · 21,455
- Santa Clara University Defined Contribution Retirement Plan (CA) $389M · 1,943
- Telephone and Data Systems, Inc. Pension Plan (WI) $414M · 5,694
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan (OH) $415M · 1,076
Similar participant headcount
Nearest other-state filings by covered participants (2,186 participants); asset peers above are excluded.
- Bergelectric Corporation Money Purchase Pension Plan (CA) 2,170 · 16 off
- Massachusetts Bricklayers & Masons Annuity Fund (MA) 2,170 · 16 off
- UPS/Ipa Defined Contribution Money Purchase Pension Plan (KY) 2,162 · 24 off
- Studio Mechanics Local 476 Annuity Plan (IL) 2,126 · 60 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.