Money Purchase · DOL Form 5500 · 2022
Trustees of Local 400 IBEW Joint Annuity Fund Money Purchase Plan
Data updated 2026-08-06
- $250M
- Total assets
- 677
- Participants
- 96th
- Percentile by assets
- $369,135
- Avg per participant
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.
- 96th percentile by assets (of 139,258 plans)
- #9,508 in Construction (9,938 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.
- $250M
- total plan assets (2022 EOY)
- 677
- covered participants
- 96th
- percentile by assets (of 139,258 plans)
- $369,135
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Local Union 400 IBEW Joint Annuity Plan outranks 96% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.5x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $262M |
|---|---|
| Net Assets (End of Year) | $250M |
| Net Income | -$12M |
| Employer EIN | 222160644 |
| Plan Effective Date | 1976-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Local 400 IBEW Joint Annuity Fund)
| 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
- Local 68 Engineers Union Annuity Plan $871M · 5,455
- Nysa-Ila Money Purchase Pension Fund and Plan $659M · 4,255
- Educational Testing Service 401(a) Retirement Plan $525M · 3,282
- Ironworkers Local 11 Annuity Fund $384M · 1,139
- Plumbers & Pipefitters Local 9 Surety Plan $257M · 1,957
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Local Union 400 IBEW Joint Annuity Plan by total assets, not by location.
- Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund (NY) $250M · 1,488
- Stationary Engineers Local 39 Annuity Trust Fund (CA) $249M · 6,023
- IBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan B (NE) $252M · 3,047
- Sacramento Area Electrical Workers Pension and Profit Sharing Plan (CA) $253M · 1,137
Frequently Asked Questions
How did Local Union 400 IBEW Joint Annuity Plan assets move in 2022? ▼
How have Trustees of Local 400 IBEW Joint Annuity Fund plan assets changed over time? ▼
Where does Local Union 400 IBEW Joint Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Local Union 400 IBEW Joint Annuity Plan? ▼
Next read for Local Union 400 IBEW Joint Annuity Plan
Scale reading
Ways to act on Local Union 400 IBEW Joint Annuity Plan's numbers.
- By total assets, Local Union 400 IBEW Joint Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Trustees of Local 400 IBEW Joint Annuity Fund's sponsor-wide assets have grown 10.5% since 2022 across 3 plan years on file. More Construction plans