Other · DOL Form 5500 · 2022

Joint Annuity Fund Local 164 IBEW Retirement Plan

Data updated 2026-08-25

$728M
Total assets Above avg plan size
2,871
Participants Above avg headcount
98th
Percentile by assets National rank
$253,597
Avg per participant Above avg balance/head
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Official DOL plan name: Joint Annuity Fund Local 164 IBEW · Sponsored by Joint Annuity Fund Local 164 IBEW · New Jersey · Construction

$728M in assets, 2,871 participants

Joint Annuity Fund Local 164 IBEW's Joint Annuity Fund Local 164 IBEW reported $728M in total assets and 2,871 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.

  • #9,780 in Construction (9,927 peers)

Coverage in New Jersey

Joint Annuity Fund Local 164 IBEW covers 2,871 participants in New Jersey, 3.4x the typical New Jersey plan (state average ~844 per filing). Assets: $728M.

#9,780
in Construction (9,927 peers)
-13.9%
assets change YoY
7.3×
vs typical plan assets (national mean)

The plan reported a net loss of $117M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joint Annuity Fund Local 164 IBEW's outsized position by total assets

Joint Annuity Fund Local 164 IBEW vs every filed plan by assets

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

$728,077,561 Top 2% higher than 98% 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

Joint Annuity Fund Local 164 IBEW'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. Joint Annuity Fund Local 164 IBEW lands in the large band (2,871 participants).

DOL schedule card

Filing strip 226031200 · Joint Annuity Fund Local 164 IBEW PY 2022 · Other

Joint Annuity Fund Local 164 IBEW · $728M · 2,871 · 98th

  • SCH $728M
  • EBSA 2,871
  • PART 98th
  • TYPE Other
  • NET near Presbyterian Healthcare Services 403(b) Plan
  • BOOK ind #9780

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 →

Joint Annuity Fund Local 164 IBEW in the asset neighbourhood

Presbyterian Healthcare Services 403(b) PlanPresbyterian Healthcare Serv…$729MJoint Annuity Fund Local 164 IBEWJoint Annuity Fund Local 164…$728MSyracuse University Voluntary Retirement PlanSyracuse University Voluntar…$726MPrisma Health 401(a) Plan$722MKaiser Permanente Washington 403(b) PlanKaiser Permanente Washington…$721M
End-of-year total assets ($M) among Joint Annuity Fund Local 164 IBEW and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$845M
Net Assets (End of Year)$728M
Net Income-$117M
Employer EIN226031200
Plan Effective Date1958-04-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Annuity Fund Local 164 IBEW)

Sponsor-wide plan assets over time

All Joint Annuity Fund Local 164 IBEW plans reported in each filing year

Latest sponsor-wide plan assets
$925M 27.105556271909332% vs 2022
2024 filing year
$700M$800M$900M$1,000M 202220232024 $728M $925M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 2,871 $728M
2023 1 2,841 $832M
2024 1 2,799 $925M

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Joint Annuity Fund Local 164 IBEW vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 0.60.811.21.41.61.8 Total assets ($B) Participants Joint Annuity Fund Local 164 IBEW, Total assets ($B): 0.728077561 · Participants: 2871Joint Annuity Fund Local 164 IBEWConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.561034783 · Participants: 18619Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.313612581 · Participants: 7627Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.156327651 · Participants: 29563Rwjbarnabas Health 403(b) Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.821857381 · Participants: 3797Educational Testing Service 403(b) Retirement Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 0.759079123 · Participants: 19041Atlantic Health System 403(b) Retirement Savings Plan
Joint Annuity Fund Local 164 IBEW vs. nearby Other plans in New Jersey, assets vs. participants
Compare Joint Annuity Fund Local 164 IBEW side-by-side with 3 peers →

Joint Annuity Fund Local 164 IBEW's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Presbyterian Healthcare Services 403(b) Plan in NM ($729M); by covered participants it is Metropolitan Jewish Health System 403(b) Plan in NY (2,872 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($728M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,871 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.

Frequently Asked Questions

How did Joint Annuity Fund Local 164 IBEW assets move in 2022? ▼
Joint Annuity Fund Local 164 IBEW pulled back noticeably - down 13.9% during 2022, from $845M to $728M. Reported net income was -$117M.
How have Joint Annuity Fund Local 164 IBEW plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Annuity Fund Local 164 IBEW's sponsor-wide assets grew 27.1%, from $728M to $925M.
Where does Joint Annuity Fund Local 164 IBEW rank by assets among Form 5500 filers? ▼
Joint Annuity Fund Local 164 IBEW ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Joint Annuity Fund Local 164 IBEW? ▼
Among Other plans in other states, the closest by assets is Presbyterian Healthcare Services 403(b) Plan in NM ($729M, 11,300 participants).
Which Other plans cover a similar participant headcount to Joint Annuity Fund Local 164 IBEW? ▼
Among Other plans in other states, the closest by covered participants is Metropolitan Jewish Health System 403(b) Plan in NY (2,872 participants, $144M 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 226031200.

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.