Profit Sharing · DOL Form 5500 · 2022
IBEW Local Union No 102 Surety Plan Profit Sharing Plan
Data updated 2026-08-25
- $593M
- Total assets Above avg plan size
- 3,061
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $193,632
- Avg per participant Above avg balance/head
Official DOL plan name: IBEW Local Union No 102 Surety Plan · Sponsored by IBEW Local Union No 102 Surety Plan · New Jersey · Construction
$593M in assets, 3,061 participants
IBEW Local Union No 102 Surety Plan's IBEW Local Union No 102 Surety Plan reported $593M in total assets and 3,061 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,750 in Construction (9,927 peers)
Coverage in New Jersey
IBEW Local Union No 102 Surety Plan covers 3,061 participants in New Jersey, 3.6x the typical New Jersey plan (state average ~844 per filing). Assets: $593M.
- #9,750
- in Construction (9,927 peers)
- -4.9%
- assets change YoY
- 5.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
IBEW Local Union No 102 Surety Plan's outsized position by total assets
IBEW Local Union No 102 Surety Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$592,706,172 Top 2% higher than 98% 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 No 102 Surety Plan'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 No 102 Surety Plan lands in the large band (3,061 participants).
EBSA filing schedule strip
Filing strip 222347484 · IBEW Local Union No 102 Surety Plan PY 2022 · Profit Sharing
IBEW Local Union No 102 Surety Plan · $593M · 3,061 · 98th
- RANK $593M
- PHOTO 3,061
- IND 98th
- EOY Profit Sharing
- 5500 near Steamfitters Local Union No. 420 Srp
- ASSETS ind #9750
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 Union No 102 Surety Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $623M |
|---|---|
| Net Assets (End of Year) | $592M |
| Net Income | -$31M |
| Employer EIN | 222347484 |
| Plan Effective Date | 1981-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local Union No 102 Surety Plan)
Sponsor-wide plan assets over time
All IBEW Local Union No 102 Surety Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $685M 15.549067540332615% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,061 | $593M |
| 2023 | 1 | 2,283 | $637M |
| 2024 | 1 | 2,382 | $685M |
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
- Consolidated Defined Contribution Plan of Hackensack Meridian Health $252M · 7,144
IBEW Local Union No 102 Surety Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Steamfitters Local Union No. 420 Srp in PA ($587M); by covered participants it is Structural Iron Workers Local #1 Annuity Plan in IL (3,069 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($593M here).
- Steamfitters Local Union No. 420 Srp (PA) $587M · 6,353
- The Retirement and Savings Plan for Amgen Manufacturing, Limited (PR) $611M · 2,614
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund (MA) $573M · 5,008
- International Painters and Allied Trades Industry Annuity Plan (MD) $614M · 10,013
Similar participant headcount
Nearest other-state filings by covered participants (3,061 participants); asset peers above are excluded.
- Structural Iron Workers Local #1 Annuity Plan (IL) 3,069 · 8 off
- Local 743 Severance and Retirement Plan (IL) 3,072 · 11 off
- Enloe Medical Center Defined Contribution Retirement Plan (CA) 3,049 · 12 off
- United Association of Journeymen & Apprentice Annuity Trust Fund (FL) 3,085 · 24 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.