Profit Sharing · DOL Form 5500 · 2022

Board of Trustees Annuity Fund IBEW Local 96 Profit Sharing Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
673
Participants Below avg headcount
93rd
Percentile by assets National rank
$143,314
Avg per participant Near avg balance/head
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Official DOL plan name: Annuity Plan IBEW Local 96 · Sponsored by Board of Trustees Annuity Fund IBEW Local 96 · Connecticut · Construction

$96M in assets, 673 participants

Board of Trustees Annuity Fund IBEW Local 96's Annuity Plan IBEW Local 96 reported $96M in total assets and 673 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #9,062 in Construction (9,927 peers)

Where Annuity Plan IBEW Local 96 sits by assets

Annuity Plan IBEW Local 96 sits in the top 10% of all filed plans by assets, $96M for 673 participants (~$143,314/participant), up 7.1% in 2022.

#9,062
in Construction (9,927 peers)
+7.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Annuity Plan IBEW Local 96's outsized position by total assets

Annuity Plan IBEW Local 96 vs every filed plan by assets

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

$96,450,257 Top 7% higher than 93% 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

Annuity Plan IBEW Local 96 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. Annuity Plan IBEW Local 96 sits mid-pack in the medium band (673 participants).

EBSA filing schedule strip

Filing strip 046295080 · Board of Trustees Annuity Fund IBEW Local 96 PY 2022 · Profit Sharing

Annuity Plan IBEW Local 96 · $96M · 673 · 93rd

  • IND $96M
  • EOY 673
  • 5500 93rd
  • ASSETS Profit Sharing
  • PCT near Schiff Hardin LLP Professional Retirement Plan I
  • EIN ind #9062

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 Connecticut →

Annuity Plan IBEW Local 96 in the asset neighbourhood

Bond, Schoeneck & King, PLLC Members Retirement PlanBond, Schoeneck & King, PLLC…$97MMto Profit Sharing Plan$97MAnnuity Plan IBEW Local 96$96MSchiff Hardin LLP Professional Retirement Plan ISchiff Hardin LLP Profession…$96MTexas Biomedical Research Institute Retirement PlanTexas Biomedical Research In…$96M
End-of-year total assets ($M) among Annuity Plan IBEW Local 96 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$96M
Net Income$6M
Employer EIN046295080
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Annuity Fund IBEW Local 96)

Sponsor-wide plan assets over time

All Board of Trustees Annuity Fund IBEW Local 96 plans reported in each filing year

Latest sponsor-wide plan assets
$178M 14.647529825658667% vs 2022
2024 filing year
$150M$160M$170M$180M$190M 202220232024 $155M $178M ▲ +14.6%
Year Plans Participants Total Assets
2022 2 942 $155M
2023 2 968 $165M
2024 2 1,022 $178M

Nearby Profit Sharing Plans in Connecticut

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

Annuity Plan IBEW Local 96 vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.5 Total assets ($B) Participants Annuity Plan IBEW Local 96, Total assets ($B): 0.096450257 · Participants: 673Annuity Plan IBEW Local 96North Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.23187796 · Participants: 10777North Atlantic States Carpenters Annuity PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.396481458 · Participants: 930The Lee Company Profit Sharing PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.377103214 · Participants: 2969Connecticut Children's Retirement Savings PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.215365797 · Participants: 3141Connecticut Laborers' Annuity PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.212382275 · Participants: 2456Connecticut Pipetrades Local No. 777 Annuity Plan
Annuity Plan IBEW Local 96 vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Annuity Plan IBEW Local 96 side-by-side with 3 peers →

Annuity Plan IBEW Local 96's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Schiff Hardin LLP Professional Retirement Plan I in DC ($96M); by covered participants it is Regency Health Care, Inc. 401(k) Retirement Plan and Trust in NY (677 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (673 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 Annuity Plan IBEW Local 96 assets move in 2022? ▼
Annuity Plan IBEW Local 96 grew at a solid clip - up 7.1% during 2022, from $90M to $96M. Reported net income was $6M.
How have Board of Trustees Annuity Fund IBEW Local 96 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Annuity Fund IBEW Local 96's sponsor-wide assets grew 14.6%, from $155M to $178M.
Where does Annuity Plan IBEW Local 96 rank by assets among Form 5500 filers? ▼
Annuity Plan IBEW Local 96 ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Annuity Plan IBEW Local 96? ▼
Among Profit Sharing plans in other states, the closest by assets is Schiff Hardin LLP Professional Retirement Plan I in DC ($96M, 227 participants).
Which Profit Sharing plans cover a similar participant headcount to Annuity Plan IBEW Local 96? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Regency Health Care, Inc. 401(k) Retirement Plan and Trust in NY (677 participants, $73K 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 046295080.

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.