Profit Sharing · DOL Form 5500 · 2022
IBEW Local 1249 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 1,780
- Participants Near avg headcount
- 68th
- Percentile by assets National rank
- $6,418
- Avg per participant Low balance/head
Official DOL plan name: IBEW Local 1249 Annuity Fund · Sponsored by IBEW Local 1249 Annuity Fund · New York · Construction
$11M in assets, 1,780 participants
IBEW Local 1249 Annuity Fund's IBEW Local 1249 Annuity Fund reported $11M in total assets and 1,780 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #6,671 in Construction (9,927 peers)
Coverage in New York
IBEW Local 1249 Annuity Fund covers 1,780 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $11M.
- #6,671
- in Construction (9,927 peers)
- +251.3%
- assets growth YoY
IBEW Local 1249 Annuity Fund's outsized position by total assets
IBEW Local 1249 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,424,241 Top 32% higher than 68% 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 1249 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 1249 Annuity Fund lands in the large band (1,780 participants).
Form 5500 schedule snapshot
Filing strip 863163143 · IBEW Local 1249 Annuity Fund PY 2022 · Profit Sharing
IBEW Local 1249 Annuity Fund · $11M · 1,780 · 68th
- RANK $11M
- PHOTO 1,780
- IND 68th
- EOY Profit Sharing
- 5500 near Marley Management Corporation Discretionary Contribution Plan
- ASSETS ind #6671
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 York →
IBEW Local 1249 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $8M |
| Employer EIN | 863163143 |
| Plan Effective Date | 2021-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local 1249 Annuity Fund)
Sponsor-wide plan assets over time
All IBEW Local 1249 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 243.13313243304302% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,780 | $11M |
| 2023 | 1 | 3,026 | $23M |
| 2024 | 1 | 3,040 | $39M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
IBEW Local 1249 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Marley Management Corporation Discretionary Contribution Plan in AZ ($11M); by covered participants it is Adventist Health System/West 403(b) ERISA Plan in CA (1,792 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,780 participants); asset peers above are excluded.
- Adventist Health System/West 403(b) ERISA Plan (CA) 1,792 · 12 off
- Botsford Hospital Defined Contribution Plan (MI) 1,794 · 14 off
- Cc1 Limited Partnership Retirement & Savings Plan Partnership Retirement & Savings Plan (PR) 1,761 · 19 off
- Chapman University Defined Contribution Retirement Plan (CA) 1,754 · 26 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.