Profit Sharing · DOL Form 5500 · 2022

IBEW Local Union No 237 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
208
Participants Below avg headcount
75th
Percentile by assets National rank
$84,521
Avg per participant Below avg balance/head
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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.

  • #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.

#7,434
in Construction (9,927 peers)
-8.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

IBEW Local Union No 237 Annuity Fund's outsized position by total assets

IBEW Local Union No 237 Annuity Fund vs every filed plan by assets

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

$17,580,279 Top 25% higher than 75% 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

IBEW Local Union No 237 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 Union No 237 Annuity Fund sits mid-pack in the medium band (208 participants).

Plan-year Form 5500 strip

Filing strip 161378286 · IBEW Local Union No 237 Annuity Fund PY 2022 · Profit Sharing

IBEW Local Union No 237 Annuity Fund · $18M · 208 · 75th

  • 5500 $18M
  • ASSETS 208
  • PCT 75th
  • EIN Profit Sharing
  • RANK near Wadsworth Brothers Construction Company, Inc. Profit Sharing Plan
  • PHOTO ind #7434

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 Union No 237 Annuity Fund in the asset neighbourhood

See's Profit Sharing Plan$18MBacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004Bacardi Corp. Defined Contri…$18MWadsworth Brothers Construction Company, Inc. Profit Sharing PlanWadsworth Brothers Construct…$18MIBEW Local Union No 237 Annuity FundIBEW Local Union No 237 Annu…$18MAmerican Welding Society 403(b) Retirement PlanAmerican Welding Society 403…$18M
End-of-year total assets ($M) among IBEW Local Union No 237 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN161378286
Plan Effective Date1990-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local Union No 237 Annuity Fund)

Sponsor-wide plan assets over time

All IBEW Local Union No 237 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$22M 26.125211095910366% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.6M $22.2M ▲ +26.1%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants IBEW Local Union No 237 Annuity Fund, Total assets ($B): 0.017580279 · Participants: 208IBEW Local Union No 237 Annuity FundAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
IBEW Local Union No 237 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare IBEW Local Union No 237 Annuity Fund side-by-side with 3 peers →

IBEW Local Union No 237 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Wadsworth Brothers Construction Company, Inc. Profit Sharing Plan in UT ($18M); by covered participants it is Propel Schools 403(b) Plan in PA (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 IBEW Local Union No 237 Annuity Fund assets move in 2022? ▼
IBEW Local Union No 237 Annuity Fund pulled back noticeably - down 8.0% during 2022, from $19M to $18M. Reported net income was -$2M.
How have IBEW Local Union No 237 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local Union No 237 Annuity Fund's sponsor-wide assets grew 26.1%, from $18M to $22M.
Where does IBEW Local Union No 237 Annuity Fund rank by assets among Form 5500 filers? ▼
IBEW Local Union No 237 Annuity Fund ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to IBEW Local Union No 237 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Wadsworth Brothers Construction Company, Inc. Profit Sharing Plan in UT ($18M, 216 participants).
Which Profit Sharing plans cover a similar participant headcount to IBEW Local Union No 237 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Propel Schools 403(b) Plan in PA (208 participants, $3M 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 161378286.

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.