Other · DOL Form 5500 · 2022
IBEW Local Union 269 Annuity Fund Retirement Plan
Data updated 2026-08-11
- $243M
- Total assets
- 847
- Participants
- 96th
- Percentile by assets
- $287,046
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $243M
- total plan assets (2022 EOY)
- 847
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $287,046
- avg assets per participant
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 vs the 2022 asset distribution
By assets, IBEW Local Union 269 Annuity Fund outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
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)
| 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.
IBEW Local Union 269 Annuity Fund vs. nearby Other plans in New Jersey, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to IBEW Local Union 269 Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did IBEW Local Union 269 Annuity Fund assets move in 2022? ▼
How have IBEW Local Union 269 Annuity Fund plan assets changed over time? ▼
Where does IBEW Local Union 269 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to IBEW Local Union 269 Annuity Fund? ▼
Next read for IBEW Local Union 269 Annuity Fund
Scale reading
Ways to act on IBEW Local Union 269 Annuity Fund's numbers.
- By total assets, IBEW Local Union 269 Annuity Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
- IBEW Local Union 269 Annuity Fund's sponsor-wide assets have grown 22.6% since 2022 across 3 plan years on file. More Construction plans