Other · DOL Form 5500 · 2022
Joint Annuity Committee IBEW Local No.86 Annuity Fund Retirement Plan
Data updated 2026-08-25
- $208M
- Total assets Near avg plan size
- 1,122
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $185,690
- Avg per participant Above avg balance/head
Official DOL plan name: IBEW Local No. 86 Annuity Fund · Sponsored by Joint Annuity Committee IBEW Local No.86 Annuity Fund · New York · Construction
$208M in assets, 1,122 participants
Joint Annuity Committee IBEW Local No.86 Annuity Fund's IBEW Local No. 86 Annuity Fund reported $208M in total assets and 1,122 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #9,434 in Construction (9,927 peers)
Where IBEW Local No. 86 Annuity Fund sits by assets
IBEW Local No. 86 Annuity Fund sits in the top 5% of all filed plans by assets, $208M for 1,122 participants (~$185,690/participant), down 9.4% in 2022.
- #9,434
- in Construction (9,927 peers)
- -9.4%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
IBEW Local No. 86 Annuity Fund's outsized position by total assets
IBEW Local No. 86 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$208,344,722 Top 4% higher than 96% 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 No. 86 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 No. 86 Annuity Fund lands in the large band (1,122 participants).
Published 5500 schedule card
Filing strip 166179118 · Joint Annuity Committee IBEW Local No.86 Annuity Fund PY 2022 · Other
IBEW Local No. 86 Annuity Fund · $208M · 1,122 · 96th
- IND $208M
- EOY 1,122
- 5500 96th
- ASSETS Other
- PCT near La Salle University Defined Contribution and Tax- Deferred Annuity Plan
- EIN ind #9434
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 No. 86 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $230M |
|---|---|
| Net Assets (End of Year) | $208M |
| Net Income | -$22M |
| Employer EIN | 166179118 |
| Plan Effective Date | 1974-05-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Annuity Committee IBEW Local No.86 Annuity Fund)
Sponsor-wide plan assets over time
All Joint Annuity Committee IBEW Local No.86 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $242M 16.159608785289986% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,122 | $208M |
| 2023 | 1 | 1,039 | $238M |
| 2024 | 1 | 1,121 | $242M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
IBEW Local No. 86 Annuity Fund's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is La Salle University Defined Contribution and Tax- Deferred Annuity Plan in PA ($209M); by covered participants it is The Chimes International Limited 403(b) Plan in MD (1,123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($208M here).
- La Salle University Defined Contribution and Tax- Deferred Annuity Plan (PA) $209M · 1,193
- Valparaiso University Retirement Plan (IN) $209M · 720
- Brown Physicians, Inc. 403(b) Plan (RI) $208M · 973
- Claremont Mckenna College Academic Retirement Plan (CA) $207M · 604
Similar participant headcount
Nearest other-state filings by covered participants (1,122 participants); asset peers above are excluded.
- The Chimes International Limited 403(b) Plan (MD) 1,123 · 1 off
- Select Security Retirement Option of Indiana Hospital (PA) 1,121 · 1 off
- Seattle Pacific University Employee Savings Plan - 403(b) (WA) 1,121 · 1 off
- Covia Communities 403(b) Plan (CA) 1,124 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.