Profit Sharing · DOL Form 5500 · 2022
Board of Trustees of IBEW Local 840 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 290
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $50,970
- Avg per participant Low balance/head
Official DOL plan name: Local 840 IBEW Annuity Fund · Sponsored by Board of Trustees of IBEW Local 840 Annuity Fund · New York · Construction
$15M in assets, 290 participants
Board of Trustees of IBEW Local 840 Annuity Fund's Local 840 IBEW Annuity Fund reported $15M in total assets and 290 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #7,152 in Construction (9,927 peers)
Coverage in New York
Local 840 IBEW Annuity Fund covers 290 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $15M.
- #7,152
- in Construction (9,927 peers)
- -13.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local 840 IBEW Annuity Fund's outsized position by total assets
Local 840 IBEW Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,781,282 Top 28% higher than 72% 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
Local 840 IBEW Annuity Fund among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 840 IBEW Annuity Fund sits mid-pack in the medium band (290 participants).
Published 5500 schedule card
Filing strip 226477218 · Board of Trustees of IBEW Local 840 Annuity Fund PY 2022 · Profit Sharing
Local 840 IBEW Annuity Fund · $15M · 290 · 72nd
- TYPE $15M
- NET 290
- BOOK 72nd
- VS-ST Profit Sharing
- BOY near Coastal Children's Clinic, P.a. Profit Sharing Plan
- SCH ind #7152
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 →
Local 840 IBEW Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 226477218 |
| Plan Effective Date | 1989-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of IBEW Local 840 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees of IBEW Local 840 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 9.022985962922567% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 290 | $15M |
| 2023 | 1 | 315 | $16M |
| 2024 | 1 | 390 | $16M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Local 840 IBEW Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Coastal Children's Clinic, P.a. Profit Sharing Plan in TX ($15M); by covered participants it is Mtha Retirement Plan for Backstretch Employees in MD (290 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Coastal Children's Clinic, P.a. Profit Sharing Plan (TX) $15M · 87
- Phoenix Center Employee Retirement Plan (NJ) $15M · 170
- Ts Banking Group Savings Plan (IA) $15M · 227
- Clem Lumber Profit Sharing Trust (OH) $15M · 58
Similar participant headcount
Nearest other-state filings by covered participants (290 participants); asset peers above are excluded.
- Mtha Retirement Plan for Backstretch Employees (MD) 290 · 0 off
- Anson Industries Inc. Profit Sharing Plan (IL) 290 · 0 off
- The Contractors Retirement Plan (CA) 290 · 0 off
- Eversheds Sutherland (US) LLP Retirement Plan B (DC) 291 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.