Profit Sharing · DOL Form 5500 · 2022

IBEW Local No. 229 Annuity Fund Profit Sharing Plan

Data updated 2026-08-11

$43M
Total assets
219
Participants
87th
Percentile by assets
$194,691
Avg per participant
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Official DOL plan name: IBEW Local No. 229 Annuity Fund · Sponsored by IBEW Local No. 229 Annuity Fund · Virginia · Construction

$43M in assets, 219 participants

IBEW Local No. 229 Annuity Fund's IBEW Local No. 229 Annuity Fund reported $43M in total assets and 219 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 139,126 plans)
  • #8,436 in Construction (9,927 peers)

Coverage in Virginia

IBEW Local No. 229 Annuity Fund covers 219 participants in Virginia, about 28% of the average Virginia filer (state average ~782 per filing). Assets: $43M.

$43M
total plan assets (2022 EOY)
219
covered participants
87th
percentile by assets (of 139,126 plans)
$194,691
avg assets per participant
State
Industry

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. IBEW Local No. 229 Annuity Fund reports 219 participants - about 28% of that state average ($43M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$43M
Net Income$1M
Employer EIN251624277
Plan Effective Date1989-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local No. 229 Annuity Fund)

$40M$45M$50M$55M$60M 202220232024 $42.6M $55.8M ▲ +30.9%
Total plan assets by year, all IBEW Local No. 229 Annuity Fund plans on file
Year Plans Participants Total Assets
2022 1 219 $43M
2023 1 227 $51M
2024 1 238 $56M

Nearby Profit Sharing Plans in Virginia

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

IBEW Local No. 229 Annuity Fund vs. nearby Profit Sharing plans in Virginia, assets vs. participants

IBEW Local No. 229 Annuity Fund vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 02004006008001000 Total assets ($M) Participants IBEW Local No. 229 A…Section 403(b) Defin…Carpenter Co. Profit…American Institutes …Analytic Services In…Smart National Suppl…
IBEW Local No. 229 Annuity Fund vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to IBEW Local No. 229 Annuity Fund by total assets, not by location.

Frequently Asked Questions

How did IBEW Local No. 229 Annuity Fund assets move in 2022?
IBEW Local No. 229 Annuity Fund edged up modestly - up 3.5% during 2022, from $41M to $43M. Reported net income was $1M.
How have IBEW Local No. 229 Annuity Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), IBEW Local No. 229 Annuity Fund's sponsor-wide assets grew 30.9%, from $43M to $56M.
Where does IBEW Local No. 229 Annuity Fund rank by assets among Form 5500 filers?
IBEW Local No. 229 Annuity Fund ranks in the 87th 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 IBEW Local No. 229 Annuity Fund?
Among Profit Sharing plans in other states, the closest by assets is I.B.E.W. Local 1253 Retirement Plan in ME ($43M, 445 participants).

Next read for IBEW Local No. 229 Annuity Fund

Filing takeaways

Ways to act on IBEW Local No. 229 Annuity Fund's numbers.

  • By total assets, IBEW Local No. 229 Annuity Fund 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 Virginia. Compare plans
  • IBEW Local No. 229 Annuity Fund's sponsor-wide assets have grown 30.9% since 2022 across 3 plan years on file. More Construction plans