Profit Sharing · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$20M
Total assets
225
Participants
77th
Percentile by assets
$88,562
Avg per participant
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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.

  • 77th percentile by assets (of 139,126 plans)
  • #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.

$20M
total plan assets (2022 EOY)
225
covered participants
77th
percentile by assets (of 139,126 plans)
$88,562
avg assets per participant
State
Industry

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. I.B.E.W. Local 139 Annuity Plan reports 225 participants - about 28% of that state average ($20M EOY assets).

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)

$18M$20M$22M$24M$26M 202220232024 $19.9M $25.4M ▲ +27.6%
Total plan assets by year, all Board of Trustees of IBEW Local 139 Annuity Fund plans on file
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

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 A…Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
I.B.E.W. Local 139 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to I.B.E.W. Local 139 Annuity Plan by total assets, not by location.

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).

Next read for I.B.E.W. Local 139 Annuity Plan

Filing takeaways

Ways to act on I.B.E.W. Local 139 Annuity Plan's numbers.

  • By total assets, I.B.E.W. Local 139 Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
  • Board of Trustees of IBEW Local 139 Annuity Fund's sponsor-wide assets have grown 27.6% since 2022 across 3 plan years on file. More Construction plans