Profit Sharing · DOL Form 5500 · 2022
Trustees of the IBEW Local No. 607 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 152
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $196,740
- Avg per participant Above avg balance/head
Official DOL plan name: IBEW Local No. 607 Annuity Fund · Sponsored by Trustees of the IBEW Local No. 607 Annuity Fund · New Jersey · Construction
$30M in assets, 152 participants
Trustees of the IBEW Local No. 607 Annuity Fund's IBEW Local No. 607 Annuity Fund reported $30M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #8,121 in Construction (9,927 peers)
Coverage in New Jersey
IBEW Local No. 607 Annuity Fund covers 152 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $30M.
- #8,121
- in Construction (9,927 peers)
- -17.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
IBEW Local No. 607 Annuity Fund's outsized position by total assets
IBEW Local No. 607 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$29,904,510 Top 17% higher than 83% 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 No. 607 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 No. 607 Annuity Fund sits mid-pack in the medium band (152 participants).
Form 5500 schedule snapshot
Filing strip 232339624 · Trustees of the IBEW Local No. 607 Annuity Fund PY 2022 · Profit Sharing
IBEW Local No. 607 Annuity Fund · $30M · 152 · 83rd
- VS-ST $30M
- VS-ST 152
- VS-ST 83rd
- VS-ST Profit Sharing
- VS-ST near Rail Group 401(k) & Profit Sharing Plan
- VS-ST ind #8121
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 No. 607 Annuity Fund in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$6M |
| Employer EIN | 232339624 |
| Plan Effective Date | 1985-03-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the IBEW Local No. 607 Annuity Fund)
Sponsor-wide plan assets over time
All Trustees of the IBEW Local No. 607 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 34.12703301274624% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $30M |
| 2023 | 1 | 207 | $35M |
| 2024 | 1 | 169 | $40M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
IBEW Local No. 607 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Rail Group 401(k) & Profit Sharing Plan in WA ($30M); by covered participants it is River Valley Primary Care Services, Inc. Retirement Plan in AR (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (152 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.