401(k) · DOL Form 5500 · 2022
Local Union 94 I.B.E.W. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 2,080
- Participants Near avg headcount
- 76th
- Percentile by assets National rank
- $8,712
- Avg per participant Low balance/head
Official DOL plan name: IBEW Local Union 94 Annuity Fund · Sponsored by Local Union 94 I.B.E.W. · New Jersey · Utilities
$18M in assets, 2,080 participants
Local Union 94 I.B.E.W.'s IBEW Local Union 94 Annuity Fund reported $18M in total assets and 2,080 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #271 in Utilities (738 peers)
Coverage in New Jersey
IBEW Local Union 94 Annuity Fund covers 2,080 participants in New Jersey, 2.5x the typical New Jersey plan (state average ~844 per filing). Assets: $18M.
- #271
- in Utilities (738 peers)
- -15.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
IBEW Local Union 94 Annuity Fund's outsized position by total assets
IBEW Local Union 94 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,120,456 Top 24% higher than 76% 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 94 Annuity Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW Local Union 94 Annuity Fund lands in the large band (2,080 participants).
Form 5500 schedule snapshot
Filing strip 223314988 · Local Union 94 I.B.E.W. PY 2022 · 401(k)
IBEW Local Union 94 Annuity Fund · $18M · 2,080 · 76th
- 5500 $18M
- ASSETS 2,080
- PCT 76th
- EIN 401(k)
- RANK near Oberweis Dairy, Inc. 401(k) Profit Sharing Plan
- PHOTO ind #271
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 Utilities retirement plans → · Plans in New Jersey →
IBEW Local Union 94 Annuity Fund in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$3M |
| Employer EIN | 223314988 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local Union 94 I.B.E.W.)
Sponsor-wide plan assets over time
All Local Union 94 I.B.E.W. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 33.00857881280692% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,080 | $18M |
| 2023 | 1 | 2,080 | $21M |
| 2024 | 1 | 2,080 | $24M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
IBEW Local Union 94 Annuity Fund's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Oberweis Dairy, Inc. 401(k) Profit Sharing Plan in IL ($18M); by covered participants it is Orscheln Industries Retirement Program in MO (2,080 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Oberweis Dairy, Inc. 401(k) Profit Sharing Plan (IL) $18M · 485
- Solidifi 401(k) Plan (NY) $18M · 315
- Orders Construction Company 401(k) Plan (WV) $18M · 93
- Bearing & Drive Solutions 401(k) Retirement Plan (PA) $18M · 219
Similar participant headcount
Nearest other-state filings by covered participants (2,080 participants); asset peers above are excluded.
- Orscheln Industries Retirement Program (MO) 2,080 · 0 off
- Gildan 401(k) Plan (NC) 2,080 · 0 off
- First Financial Bancorp 401(k) Savings Plan (OH) 2,081 · 1 off
- Myers Industries, Inc. Profit Sharing and 401(k) Plan (OH) 2,081 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.