Money Purchase · DOL Form 5500 · 2022
Board of Trust of the Annuity Fd of the Electrical Industry of Li Money Purchase Plan
Data updated 2026-08-11
- $400M
- Total assets
- 2,186
- Participants
- 97th
- Percentile by assets
- $182,835
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $400M
- total plan assets (2022 EOY)
- 2,186
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $182,835
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Annuity Fd of the Electrical Industry of Long Island reports 2,186 participants - 2.7x that state average ($400M EOY assets).
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)
| 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.
Annuity Fd of the Electrical Industry of Long Island vs. nearby Money Purchase plans in New York, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Annuity Fd of the Electrical Industry of Long Island by total assets, not by location.
- 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
Frequently Asked Questions
How did Annuity Fd of the Electrical Industry of Long Island assets move in 2022? ▼
How have Board of Trust of the Annuity Fd of the Electrical Industry of Li plan assets changed over time? ▼
Where does Annuity Fd of the Electrical Industry of Long Island rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Annuity Fd of the Electrical Industry of Long Island? ▼
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Filing takeaways
Ways to act on Annuity Fd of the Electrical Industry of Long Island's numbers.
- By total assets, Annuity Fd of the Electrical Industry of Long Island ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trust of the Annuity Fd of the Electrical Industry of Li's sponsor-wide assets have grown 11.5% since 2022 across 3 plan years on file. More Construction plans