Other · DOL Form 5500 · 2022
IBEW Local Union 269 Annuity Fund Retirement Plan
Data updated 2026-08-25
- $243M
- Total assets Near avg plan size
- 847
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $287,046
- Avg per participant High balance/head
Official DOL plan name: IBEW Local Union 269 Annuity Fund · Sponsored by IBEW Local Union 269 Annuity Fund · New Jersey · Construction
$243M in assets, 847 participants
IBEW Local Union 269 Annuity Fund's IBEW Local Union 269 Annuity Fund reported $243M in total assets and 847 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #9,484 in Construction (9,927 peers)
Where IBEW Local Union 269 Annuity Fund sits by assets
IBEW Local Union 269 Annuity Fund sits in the top 5% of all filed plans by assets, $243M for 847 participants (~$287,046/participant), down 11.0% in 2022.
- #9,484
- in Construction (9,927 peers)
- -11.0%
- assets change YoY
- 2.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
IBEW Local Union 269 Annuity Fund's outsized position by total assets
IBEW Local Union 269 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$243,127,865 Top 4% higher than 96% 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
IBEW Local Union 269 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. IBEW Local Union 269 Annuity Fund sits mid-pack in the medium band (847 participants).
Form 5500 schedule snapshot
Filing strip 222393763 · IBEW Local Union 269 Annuity Fund PY 2022 · Other
IBEW Local Union 269 Annuity Fund · $243M · 847 · 96th
- PART $243M
- PART 847
- PART 96th
- PART Other
- PART near Upper Chesapeake Health 403(b) Savings Plan
- PART ind #9484
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 269 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $273M |
|---|---|
| Net Assets (End of Year) | $243M |
| Net Income | -$30M |
| Employer EIN | 222393763 |
| Plan Effective Date | 1982-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local Union 269 Annuity Fund)
Sponsor-wide plan assets over time
All IBEW Local Union 269 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $298M 22.590815742161023% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 847 | $243M |
| 2023 | 1 | 868 | $268M |
| 2024 | 1 | 937 | $298M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.6B · 18,619
- Princeton University Retirement Savings Plan $1.3B · 7,627
- Rwjbarnabas Health 403(b) Savings Plan $1.2B · 29,563
- Educational Testing Service 403(b) Retirement Savings Plan $822M · 3,797
- Atlantic Health System 403(b) Retirement Savings Plan $759M · 19,041
IBEW Local Union 269 Annuity Fund's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Upper Chesapeake Health 403(b) Savings Plan in MD ($242M); by covered participants it is Clearbrook Pension Savings Plan in IL (847 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($243M here).
- Upper Chesapeake Health 403(b) Savings Plan (MD) $242M · 3,120
- Western New England University Defined Contribution Retirement Plan (MA) $244M · 883
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan (NH) $242M · 2,558
- South Nassau Communities Hospital Employee Defined Contribution Retirement Plan (NY) $245M · 3,581
Similar participant headcount
Nearest other-state filings by covered participants (847 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.