Profit Sharing · DOL Form 5500 · 2022
IBEW Local Union No 237 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $18M
- Total assets
- 208
- Participants
- 75th
- Percentile by assets
- $84,521
- Avg per participant
Official DOL plan name: IBEW Local Union No 237 Annuity Fund · Sponsored by IBEW Local Union No 237 Annuity Fund · New York · Construction
$18M in assets, 208 participants
IBEW Local Union No 237 Annuity Fund's IBEW Local Union No 237 Annuity Fund reported $18M in total assets and 208 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- 75th percentile by assets (of 139,126 plans)
- #7,434 in Construction (9,927 peers)
Coverage in New York
IBEW Local Union No 237 Annuity Fund covers 208 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $18M.
- $18M
- total plan assets (2022 EOY)
- 208
- covered participants
- 75th
- percentile by assets (of 139,126 plans)
- $84,521
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. IBEW Local Union No 237 Annuity Fund reports 208 participants - about 26% of that state average ($18M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$2M |
| Employer EIN | 161378286 |
| Plan Effective Date | 1990-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local Union No 237 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 208 | $18M |
| 2023 | 1 | 204 | $20M |
| 2024 | 1 | 192 | $22M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
IBEW Local Union No 237 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to IBEW Local Union No 237 Annuity Fund by total assets, not by location.
Frequently Asked Questions
How did IBEW Local Union No 237 Annuity Fund assets move in 2022? ▼
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Where does IBEW Local Union No 237 Annuity Fund rank by assets among Form 5500 filers? ▼
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Next read for IBEW Local Union No 237 Annuity Fund
Filing takeaways
Ways to act on IBEW Local Union No 237 Annuity Fund's numbers.
- By total assets, IBEW Local Union No 237 Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- IBEW Local Union No 237 Annuity Fund's sponsor-wide assets have grown 26.1% since 2022 across 3 plan years on file. More Construction plans