Profit Sharing · DOL Form 5500 · 2022
Trustees of IBEW Local Union No. 812 Annuity Plan Profit Sharing Plan
Data updated 2026-08-11
- $27M
- Total assets
- 168
- Participants
- 81st
- Percentile by assets
- $160,717
- Avg per participant
Official DOL plan name: IBEW Local Union No. 812 Annuity Plan · Sponsored by Trustees of IBEW Local Union No. 812 Annuity Plan · New Jersey · Construction
$27M in assets, 168 participants
Trustees of IBEW Local Union No. 812 Annuity Plan's IBEW Local Union No. 812 Annuity Plan reported $27M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 139,126 plans)
- #7,998 in Construction (9,927 peers)
Coverage in New Jersey
IBEW Local Union No. 812 Annuity Plan covers 168 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $27M.
- $27M
- total plan assets (2022 EOY)
- 168
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $160,717
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. IBEW Local Union No. 812 Annuity Plan reports 168 participants - about 20% of that state average ($27M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$5M |
| Employer EIN | 232578198 |
| Plan Effective Date | 1975-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of IBEW Local Union No. 812 Annuity Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $27M |
| 2023 | 1 | 165 | $30M |
| 2024 | 1 | 217 | $33M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
IBEW Local Union No. 812 Annuity Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to IBEW Local Union No. 812 Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did IBEW Local Union No. 812 Annuity Plan assets move in 2022? ▼
How have Trustees of IBEW Local Union No. 812 Annuity Plan plan assets changed over time? ▼
Where does IBEW Local Union No. 812 Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to IBEW Local Union No. 812 Annuity Plan? ▼
Next read for IBEW Local Union No. 812 Annuity Plan
Filing takeaways
Ways to act on IBEW Local Union No. 812 Annuity Plan's numbers.
- By total assets, IBEW Local Union No. 812 Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Trustees of IBEW Local Union No. 812 Annuity Plan's sponsor-wide assets have grown 21.3% since 2022 across 3 plan years on file. More Construction plans