Profit Sharing · DOL Form 5500 · 2022

Board of Trustees, Electrical Workers IBEW Local 163 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
392
Participants Below avg headcount
93rd
Percentile by assets National rank
$249,854
Avg per participant Above avg balance/head
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Official DOL plan name: Electrical Workers IBEW Local 163 Annuity Fund · Sponsored by Board of Trustees, Electrical Workers IBEW Local 163 Annuity Fund · New Jersey · Construction

$98M in assets, 392 participants

Board of Trustees, Electrical Workers IBEW Local 163 Annuity Fund's Electrical Workers IBEW Local 163 Annuity Fund reported $98M in total assets and 392 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #9,074 in Construction (9,927 peers)

Coverage in New Jersey

Electrical Workers IBEW Local 163 Annuity Fund covers 392 participants in New Jersey, about 46% of the average New Jersey filer (state average ~844 per filing). Assets: $98M.

#9,074
in Construction (9,927 peers)
-5.8%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Electrical Workers IBEW Local 163 Annuity Fund's outsized position by total assets

Electrical Workers IBEW Local 163 Annuity Fund vs every filed plan by assets

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

$97,942,818 Top 7% higher than 93% 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

Electrical Workers IBEW Local 163 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. Electrical Workers IBEW Local 163 Annuity Fund sits mid-pack in the medium band (392 participants).

EBSA filing schedule strip

Filing strip 236544827 · Board of Trustees, Electrical Workers IBEW Local 163 Annuity Fund PY 2022 · Profit Sharing

Electrical Workers IBEW Local 163 Annuity Fund · $98M · 392 · 93rd

  • 5500 $98M
  • 5500 392
  • 5500 93rd
  • 5500 Profit Sharing
  • 5500 near Mto Profit Sharing Plan
  • 5500 ind #9074

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 →

Electrical Workers IBEW Local 163 Annuity Fund in the asset neighbourhood

Mto Profit Sharing Plan$98MElectrical Workers IBEW Local 163 Annuity FundElectrical Workers IBEW Loca…$98MCampbell Scientific Profit Sharing PlanCampbell Scientific Profit S…$98MLocal Union No. 41 IBEW Annuity FundLocal Union No. 41 IBEW Annu…$98MBond, Schoeneck & King, PLLC Members Retirement PlanBond, Schoeneck & King, PLLC…$97M
End-of-year total assets ($M) among Electrical Workers IBEW Local 163 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$98M
Net Income-$6M
Employer EIN236544827
Plan Effective Date1970-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Electrical Workers IBEW Local 163 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees, Electrical Workers IBEW Local 163 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$125M 28.052043591394316% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $97.9M $125M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 392 $98M
2023 1 413 $115M
2024 1 480 $125M

Nearby Profit Sharing Plans in New Jersey

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

Electrical Workers IBEW Local 163 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Electrical Workers IBEW Local 163 Annuity Fund, Total assets ($B): 0.097942818 · Participants: 392Electrical Workers IBEW Local 163 Annuity FundErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.170942715 · Participants: 2189Ernst & Young Partnership Retirement (Hr-10) PlanPrinceton University Retirement Plan, Total assets ($B): 1.829863121 · Participants: 8141Princeton University Retirement PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.328796729 · Participants: 10006Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.300397825 · Participants: 8556Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.592706172 · Participants: 3061IBEW Local Union No 102 Surety Plan
Electrical Workers IBEW Local 163 Annuity Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Electrical Workers IBEW Local 163 Annuity Fund side-by-side with 3 peers →

Electrical Workers IBEW Local 163 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Mto Profit Sharing Plan in CA ($98M); by covered participants it is Doane University Defined Contribution Retirement Plan in NE (392 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

Similar participant headcount

Nearest other-state filings by covered participants (392 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 Electrical Workers IBEW Local 163 Annuity Fund assets move in 2022? ▼
Electrical Workers IBEW Local 163 Annuity Fund pulled back noticeably - down 5.8% during 2022, from $104M to $98M. Reported net income was -$6M.
How have Board of Trustees, Electrical Workers IBEW Local 163 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Electrical Workers IBEW Local 163 Annuity Fund's sponsor-wide assets grew 28.1%, from $98M to $125M.
Where does Electrical Workers IBEW Local 163 Annuity Fund rank by assets among Form 5500 filers? ▼
Electrical Workers IBEW Local 163 Annuity Fund ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Electrical Workers IBEW Local 163 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Mto Profit Sharing Plan in CA ($98M, 352 participants).
Which Profit Sharing plans cover a similar participant headcount to Electrical Workers IBEW Local 163 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Doane University Defined Contribution Retirement Plan in NE (392 participants, $36M 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 236544827.

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.