Other · DOL Form 5500 · 2022
Joint Annuity Committee IBEW Local No.86 Annuity Fund Retirement Plan
Data updated 2026-08-11
- $208M
- Total assets
- 1,122
- Participants
- 96th
- Percentile by assets
- $185,690
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $208M
- total plan assets (2022 EOY)
- 1,122
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $185,690
- avg assets per participant
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 vs the 2022 asset distribution
By assets, IBEW Local No. 86 Annuity Fund outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
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)
| 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.
IBEW Local No. 86 Annuity Fund vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to IBEW Local No. 86 Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did IBEW Local No. 86 Annuity Fund assets move in 2022? ▼
How have Joint Annuity Committee IBEW Local No.86 Annuity Fund plan assets changed over time? ▼
Where does IBEW Local No. 86 Annuity Fund rank by assets among Form 5500 filers? ▼
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Next read for IBEW Local No. 86 Annuity Fund
Scale reading
Ways to act on IBEW Local No. 86 Annuity Fund's numbers.
- By total assets, IBEW Local No. 86 Annuity Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Joint Annuity Committee IBEW Local No.86 Annuity Fund's sponsor-wide assets have grown 16.2% since 2022 across 3 plan years on file. More Construction plans