Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Annuity Fund IBEW Local 96 Profit Sharing Plan
Data updated 2026-08-11
- $96M
- Total assets
- 673
- Participants
- 93rd
- Percentile by assets
- $143,314
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $96M
- total plan assets (2022 EOY)
- 673
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $143,314
- avg assets per participant
Annuity Plan IBEW Local 96 vs the 2022 asset distribution
By assets, Annuity Plan IBEW Local 96 outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $96M |
| Net Income | $6M |
| Employer EIN | 046295080 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Annuity Fund IBEW Local 96)
| 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
- North Atlantic States Carpenters Annuity Plan $1.2B · 10,777
- The Lee Company Profit Sharing Plan $396M · 930
- Connecticut Children's Retirement Savings Plan $377M · 2,969
- Connecticut Laborers' Annuity Plan $215M · 3,141
- Connecticut Pipetrades Local No. 777 Annuity Plan $212M · 2,456
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Annuity Plan IBEW Local 96 by total assets, not by location.
- Schiff Hardin LLP Professional Retirement Plan I (DC) $96M · 227
- Mto Profit Sharing Plan (CA) $97M · 298
- Texas Biomedical Research Institute Retirement Plan (TX) $96M · 385
- Bond, Schoeneck & King, PLLC Members Retirement Plan (NY) $97M · 137
Frequently Asked Questions
How did Annuity Plan IBEW Local 96 assets move in 2022? ▼
How have Board of Trustees Annuity Fund IBEW Local 96 plan assets changed over time? ▼
Where does Annuity Plan IBEW Local 96 rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Annuity Plan IBEW Local 96? ▼
Next read for Annuity Plan IBEW Local 96
Scale reading
Ways to act on Annuity Plan IBEW Local 96's numbers.
- By total assets, Annuity Plan IBEW Local 96 ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Connecticut. Compare plans
- Board of Trustees Annuity Fund IBEW Local 96's sponsor-wide assets have grown 14.6% since 2022 across 3 plan years on file. More Construction plans