Money Purchase · DOL Form 5500 · 2022
Bd of Trustees-Southern Ct IBEW Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $71M
- Total assets
- 479
- Participants
- 91st
- Percentile by assets
- $147,510
- Avg per participant
Official DOL plan name: Southern Ct IBEW Annuity Plan · Sponsored by Bd of Trustees-Southern Ct IBEW Annuity Fund · Connecticut · Construction
$71M in assets, 479 participants
Bd of Trustees-Southern Ct IBEW Annuity Fund's Southern Ct IBEW Annuity Plan reported $71M in total assets and 479 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #8,851 in Construction (9,927 peers)
Where Southern Ct IBEW Annuity Plan sits by assets
Southern Ct IBEW Annuity Plan sits in the top 10% of all filed plans by assets, $71M for 479 participants (~$147,510/participant), down 13.9% in 2022.
- $71M
- total plan assets (2022 EOY)
- 479
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $147,510
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southern Ct IBEW Annuity Plan vs the 2022 asset distribution
By assets, Southern Ct IBEW Annuity Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | -$11M |
| Employer EIN | 060932220 |
| Plan Effective Date | 1975-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees-Southern Ct IBEW Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 479 | $71M |
| 2023 | 1 | 467 | $79M |
| 2024 | 1 | 477 | $86M |
Nearby Money Purchase Plans in Connecticut
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Southern Ct IBEW Annuity Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants
- New England Electrical Workers Money Purchase Plan and Trust $608M · 7,904
- Equinor US Holdings Inc. Money Purchase Pension Plan $142M · 593
- Money Purchase Retirement Plan of U.a. Local 716 $32M · 460
- Swisher International Inc. Defined Contribution Plan for Salaried Employees $17M · 462
- Church Homes, Inc., Congregational Defined Contribution Retirement Plan $13M · 187
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Southern Ct IBEW Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Southern Ct IBEW Annuity Plan assets move in 2022? ▼
How have Bd of Trustees-Southern Ct IBEW Annuity Fund plan assets changed over time? ▼
Where does Southern Ct IBEW Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Southern Ct IBEW Annuity Plan? ▼
Next read for Southern Ct IBEW Annuity Plan
Scale reading
Ways to act on Southern Ct IBEW Annuity Plan's numbers.
- By total assets, Southern Ct IBEW Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Connecticut. Compare plans
- Bd of Trustees-Southern Ct IBEW Annuity Fund's sponsor-wide assets have grown 21.7% since 2022 across 3 plan years on file. More Construction plans