Money Purchase · DOL Form 5500 · 2022

Bd of Trustees-Southern Ct IBEW Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
479
Participants Below avg headcount
91st
Percentile by assets National rank
$147,510
Avg per participant Above avg balance/head
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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.

  • #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.

#8,851
in Construction (9,927 peers)
-13.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

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's outsized position by total assets

Southern Ct IBEW Annuity Plan vs every filed plan by assets

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

$70,657,052 Top 9% higher than 91% 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

Southern Ct IBEW 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. Southern Ct IBEW Annuity Plan sits mid-pack in the medium band (479 participants).

Form 5500 schedule snapshot

Filing strip 060932220 · Bd of Trustees-Southern Ct IBEW Annuity Fund PY 2022 · Money Purchase

Southern Ct IBEW Annuity Plan · $71M · 479 · 91st

  • IND $71M
  • EOY 479
  • 5500 91st
  • ASSETS Money Purchase
  • PCT near Mainegeneral Health Retirement Income Plan
  • EIN ind #8851

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 Connecticut →

Southern Ct IBEW Annuity Plan in the asset neighbourhood

National Association of Realtors Pension PlanNational Association of Real…$71MSouthern Ct IBEW Annuity Plan$71MMainegeneral Health Retirement Income PlanMainegeneral Health Retireme…$71MOup USA Defined Contribution Retirement PlanOup USA Defined Contribution…$70MMinnkota Power Cooperative, Inc Employees Pension Plan - Plan BMinnkota Power Cooperative, …$70M
End-of-year total assets ($M) among Southern Ct IBEW Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$71M
Net Income-$11M
Employer EIN060932220
Plan Effective Date1975-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees-Southern Ct IBEW Annuity Fund)

Sponsor-wide plan assets over time

All Bd of Trustees-Southern Ct IBEW Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$86M 21.72354572619305% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $70.7M $86M ▲ +21.7%
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 Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Southern Ct IBEW Annuity Plan, Total assets ($M): 70.657052 · Participants: 479Southern Ct IBEW Annuity PlanNew England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 607.503917 · Participants: 7904New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 142.016376 · Participants: 593Equinor US Holdings Inc. Money Purchase Pension PlanMoney Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 32.418559 · Participants: 460Money Purchase Retirement Plan of U.a. Local 716Swisher International Inc. Defined Contribution Plan for Salaried Employees, Total assets ($M): 17.371482 · Participants: 462Swisher International Inc. Defined Contribution Plan for Salaried EmployeesChurch Homes, Inc., Congregational Defined Contribution Retirement Plan, Total assets ($M): 12.594335 · Participants: 187Church Homes, Inc., Congregational Defined Contribution Retirement Plan
Southern Ct IBEW Annuity Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants
Compare Southern Ct IBEW Annuity Plan side-by-side with 3 peers →

Southern Ct IBEW Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is Mainegeneral Health Retirement Income Plan in ME ($71M); by covered participants it is Pediatric Academic Association, Inc. Defined Contribution Plan in OH (480 participants). Same-state nearby plans are listed separately above.

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 Southern Ct IBEW Annuity Plan assets move in 2022? ▼
Southern Ct IBEW Annuity Plan pulled back noticeably - down 13.9% during 2022, from $82M to $71M. Reported net income was -$11M.
How have Bd of Trustees-Southern Ct IBEW Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees-Southern Ct IBEW Annuity Fund's sponsor-wide assets grew 21.7%, from $71M to $86M.
Where does Southern Ct IBEW Annuity Plan rank by assets among Form 5500 filers? ▼
Southern Ct IBEW Annuity Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Southern Ct IBEW Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Mainegeneral Health Retirement Income Plan in ME ($71M, 4,330 participants).
Which Money Purchase plans cover a similar participant headcount to Southern Ct IBEW Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Pediatric Academic Association, Inc. Defined Contribution Plan in OH (480 participants, $138M 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 060932220.

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.