Profit Sharing · DOL Form 5500 · 2022

Trustees of IBEW Local Union No. 812 Annuity Plan Profit Sharing Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
168
Participants Small participant base
81st
Percentile by assets National rank
$160,717
Avg per participant Above avg balance/head
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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.

  • #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.

#7,998
in Construction (9,927 peers)
-14.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

IBEW Local Union No. 812 Annuity Plan's outsized position by total assets

IBEW Local Union No. 812 Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$27,000,509 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

IBEW Local Union No. 812 Annuity Plan 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. IBEW Local Union No. 812 Annuity Plan sits mid-pack in the medium band (168 participants).

Plan-year Form 5500 strip

Filing strip 232578198 · Trustees of IBEW Local Union No. 812 Annuity Plan PY 2022 · Profit Sharing

IBEW Local Union No. 812 Annuity Plan · $27M · 168 · 81st

  • BOY $27M
  • SCH 168
  • EBSA 81st
  • PART Profit Sharing
  • TYPE near Peterson Manufacturing Company Profit Sharing Plan
  • NET ind #7998

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 Jersey →

IBEW Local Union No. 812 Annuity Plan in the asset neighbourhood

Exacto Spring Corp. Employees' Profit Sharing PlanExacto Spring Corp. Employee…$27MPeterson Manufacturing Company Profit Sharing PlanPeterson Manufacturing Compa…$27MIBEW Local Union No. 812 Annuity PlanIBEW Local Union No. 812 Ann…$27MCullen Profit Sharing Plan and TrustCullen Profit Sharing Plan a…$27MThe Savings Plan for Employees of Wyckoff Heights Medical CenterThe Savings Plan for Employe…$27M
End-of-year total assets ($M) among IBEW Local Union No. 812 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN232578198
Plan Effective Date1975-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of IBEW Local Union No. 812 Annuity Plan)

Sponsor-wide plan assets over time

All Trustees of IBEW Local Union No. 812 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$33M 21.27745073250286% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27M $32.8M ▲ +21.3%
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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants IBEW Local Union No. 812 Annuity Plan, Total assets ($B): 0.027000509 · Participants: 168IBEW Local Union No. 812 Annuity PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.170942715 · Participants: 2189Ernst & Young Partnership Retirement (Hr-10) PlanPrinceton University Retirement Plan, Total assets ($B): 1.829863121 · Participants: 8141Princeton University Retirement PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.328796729 · Participants: 10006Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.300397825 · Participants: 8556Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.592706172 · Participants: 3061IBEW Local Union No 102 Surety Plan
IBEW Local Union No. 812 Annuity Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare IBEW Local Union No. 812 Annuity Plan side-by-side with 3 peers →

IBEW Local Union No. 812 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Peterson Manufacturing Company Profit Sharing Plan in MO ($27M); by covered participants it is South Boston Community Health Center 403(b) Plan in MA (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did IBEW Local Union No. 812 Annuity Plan assets move in 2022? ▼
IBEW Local Union No. 812 Annuity Plan pulled back noticeably - down 14.6% during 2022, from $32M to $27M. Reported net income was -$5M.
How have Trustees of IBEW Local Union No. 812 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of IBEW Local Union No. 812 Annuity Plan's sponsor-wide assets grew 21.3%, from $27M to $33M.
Where does IBEW Local Union No. 812 Annuity Plan rank by assets among Form 5500 filers? ▼
IBEW Local Union No. 812 Annuity Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to IBEW Local Union No. 812 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Peterson Manufacturing Company Profit Sharing Plan in MO ($27M, 296 participants).
Which Profit Sharing plans cover a similar participant headcount to IBEW Local Union No. 812 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is South Boston Community Health Center 403(b) Plan in MA (168 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232578198.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.