Profit Sharing · DOL Form 5500 · 2022

Board of Trustees of IBEW Local 139 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
225
Participants Below avg headcount
77th
Percentile by assets National rank
$88,562
Avg per participant Below avg balance/head
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Official DOL plan name: I.B.E.W. Local 139 Annuity Plan · Sponsored by Board of Trustees of IBEW Local 139 Annuity Fund · New York · Construction

$20M in assets, 225 participants

Board of Trustees of IBEW Local 139 Annuity Fund's I.B.E.W. Local 139 Annuity Plan reported $20M in total assets and 225 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,601 in Construction (9,927 peers)

Coverage in New York

I.B.E.W. Local 139 Annuity Plan covers 225 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $20M.

#7,601
in Construction (9,927 peers)
+4.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

I.B.E.W. Local 139 Annuity Plan's outsized position by total assets

I.B.E.W. Local 139 Annuity Plan vs every filed plan by assets

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

$19,926,398 Top 23% higher than 77% 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

I.B.E.W. Local 139 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. I.B.E.W. Local 139 Annuity Plan sits mid-pack in the medium band (225 participants).

EBSA filing schedule strip

Filing strip 516029959 · Board of Trustees of IBEW Local 139 Annuity Fund PY 2022 · Profit Sharing

I.B.E.W. Local 139 Annuity Plan · $20M · 225 · 77th

  • IND $20M
  • IND 225
  • IND 77th
  • IND Profit Sharing
  • IND near Superfeet Worldwide, Inc. Profit Sharing Plan and Trust
  • IND ind #7601

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 →

I.B.E.W. Local 139 Annuity Plan in the asset neighbourhood

Dykman Electrical, Inc. Profit Sharing PlanDykman Electrical, Inc. Prof…$20MI.B.E.W. Local 139 Annuity PlanI.B.E.W. Local 139 Annuity P…$20MSuperfeet Worldwide, Inc. Profit Sharing Plan and TrustSuperfeet Worldwide, Inc. Pr…$20MMemorial Health System Hospitals Defined Contribution PlanMemorial Health System Hospi…$20MServicesource, Inc. 401(a) Retirement PlanServicesource, Inc. 401(a) R…$20M
End-of-year total assets ($M) among I.B.E.W. Local 139 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$961K
Employer EIN516029959
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of IBEW Local 139 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees of IBEW Local 139 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$25M 27.643144536207696% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.9M $25.4M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 225 $20M
2023 1 232 $23M
2024 1 220 $25M

Nearby Profit Sharing Plans in New York

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

I.B.E.W. Local 139 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants I.B.E.W. Local 139 Annuity Plan, Total assets ($B): 0.019926398 · Participants: 225I.B.E.W. Local 139 Annuity PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
I.B.E.W. Local 139 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare I.B.E.W. Local 139 Annuity Plan side-by-side with 3 peers →

I.B.E.W. Local 139 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Superfeet Worldwide, Inc. Profit Sharing Plan and Trust in WA ($20M); by covered participants it is South Central Family Health Center 403(b) Plan in CA (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 I.B.E.W. Local 139 Annuity Plan assets move in 2022? ▼
I.B.E.W. Local 139 Annuity Plan edged up modestly - up 4.9% during 2022, from $19M to $20M. Reported net income was $961K.
How have Board of Trustees of IBEW Local 139 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of IBEW Local 139 Annuity Fund's sponsor-wide assets grew 27.6%, from $20M to $25M.
Where does I.B.E.W. Local 139 Annuity Plan rank by assets among Form 5500 filers? ▼
I.B.E.W. Local 139 Annuity Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to I.B.E.W. Local 139 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Superfeet Worldwide, Inc. Profit Sharing Plan and Trust in WA ($20M, 92 participants).
Which Profit Sharing plans cover a similar participant headcount to I.B.E.W. Local 139 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is South Central Family Health Center 403(b) Plan in CA (225 participants, $6M 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 516029959.

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.