Money Purchase · DOL Form 5500 · 2022

Trustees of Local 400 IBEW Joint Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$250M
Total assets Near avg plan size
677
Participants Below avg headcount
96th
Percentile by assets National rank
$369,135
Avg per participant High balance/head
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Official DOL plan name: Local Union 400 IBEW Joint Annuity Plan · Sponsored by Trustees of Local 400 IBEW Joint Annuity Fund · New Jersey · Construction

$250M in assets, 677 participants

Trustees of Local 400 IBEW Joint Annuity Fund's Local Union 400 IBEW Joint Annuity Plan reported $250M in total assets and 677 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.

  • #9,497 in Construction (9,927 peers)

Where Local Union 400 IBEW Joint Annuity Plan sits by assets

Local Union 400 IBEW Joint Annuity Plan sits in the top 5% of all filed plans by assets, $250M for 677 participants (~$369,135/participant), down 4.6% in 2022.

#9,497
in Construction (9,927 peers)
-4.6%
assets change YoY
2.5×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local Union 400 IBEW Joint Annuity Plan's outsized position by total assets

Local Union 400 IBEW Joint Annuity Plan vs every filed plan by assets

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

$249,904,285 Top 4% higher than 96% 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

Local Union 400 IBEW Joint Annuity Plan 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. Local Union 400 IBEW Joint Annuity Plan sits mid-pack in the medium band (677 participants).

EBSA filing schedule strip

Filing strip 222160644 · Trustees of Local 400 IBEW Joint Annuity Fund PY 2022 · Money Purchase

Local Union 400 IBEW Joint Annuity Plan · $250M · 677 · 96th

  • VS-ST $250M
  • BOY 677
  • SCH 96th
  • EBSA Money Purchase
  • PART near Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund
  • TYPE ind #9497

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 →

Local Union 400 IBEW Joint Annuity Plan in the asset neighbourhood

Sacramento Area Electrical Workers Pension and Profit Sharing PlanSacramento Area Electrical W…$253MIBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan BIBEW Local Union No. 22/NECA…$252MLaborers Local 1298 of Nassau & Suffolk Counties Annuity FundLaborers Local 1298 of Nassa…$250MLocal Union 400 IBEW Joint Annuity PlanLocal Union 400 IBEW Joint A…$250MStationary Engineers Local 39 Annuity Trust FundStationary Engineers Local 3…$249M
End-of-year total assets ($M) among Local Union 400 IBEW Joint Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$262M
Net Assets (End of Year)$250M
Net Income-$12M
Employer EIN222160644
Plan Effective Date1976-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Local 400 IBEW Joint Annuity Fund)

Sponsor-wide plan assets over time

All Trustees of Local 400 IBEW Joint Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$276M 10.49165083343809% vs 2022
2024 filing year
$240M$250M$260M$270M$280M 202220232024 $250M $276M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 677 $250M
2023 1 669 $273M
2024 1 705 $276M

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Local Union 400 IBEW Joint Annuity Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0200040006000 2004006008001000 Total assets ($M) Participants Local Union 400 IBEW Joint Annuity Plan, Total assets ($M): 249.904285 · Participants: 677Local Union 400 IBEW Joint Annuity PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 871.227492 · Participants: 5455Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 658.631098 · Participants: 4255Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 524.999965 · Participants: 3282Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 383.856684 · Participants: 1139Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 257.331519 · Participants: 1957Plumbers & Pipefitters Local 9 Surety Plan
Local Union 400 IBEW Joint Annuity Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Local Union 400 IBEW Joint Annuity Plan side-by-side with 3 peers →

Local Union 400 IBEW Joint Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund in NY ($250M); by covered participants it is Electricians Local Union No. 606 Pension-Annuity Fund in FL (678 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (677 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 Local Union 400 IBEW Joint Annuity Plan assets move in 2022? ▼
Local Union 400 IBEW Joint Annuity Plan edged down modestly - down 4.6% during 2022, from $262M to $250M. Reported net income was -$12M.
How have Trustees of Local 400 IBEW Joint Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Local 400 IBEW Joint Annuity Fund's sponsor-wide assets grew 10.5%, from $250M to $276M.
Where does Local Union 400 IBEW Joint Annuity Plan rank by assets among Form 5500 filers? ▼
Local Union 400 IBEW Joint Annuity Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Local Union 400 IBEW Joint Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund in NY ($250M, 1,488 participants).
Which Money Purchase plans cover a similar participant headcount to Local Union 400 IBEW Joint Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Electricians Local Union No. 606 Pension-Annuity Fund in FL (678 participants, $67M 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 222160644.

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.