Money Purchase · DOL Form 5500 · 2023
IBEW Local Union No. 99 Money Purchase Plan
Data updated 2026-08-25
- $143M
- Total assets Near avg plan size
- 994
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $143,983
- Avg per participant Near avg balance/head
Official DOL plan name: International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan · Sponsored by IBEW Local Union No. 99 · Rhode Island · Finance & Insurance
$143M in assets, 994 participants
IBEW Local Union No. 99's International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan reported $143M in total assets and 994 participants in its 2023 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.
- #7,938 in Finance & Insurance (8,869 peers)
Where International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan sits by assets
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan sits in the top 10% of all filed plans by assets, $143M for 994 participants (~$143,983/participant), up 6.5% in 2023.
- #7,938
- in Finance & Insurance (8,869 peers)
- +6.5%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan's outsized position by total assets
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$143,118,637 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan sits mid-pack in the medium band (994 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan reported net income rose from $5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan end-of-year assets fell from $153M in the plan year 2022 filing to $143M in the plan year 2023 filing.
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan reported participants fell from 1,039 in the plan year 2022 filing to 994 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 056049537 · IBEW Local Union No. 99 PY 2023 · Money Purchase
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan · $143M · 994 · 93rd
- PHOTO $143M
- PHOTO 994
- PHOTO 93rd
- PHOTO Money Purchase
- PHOTO near Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund
- PHOTO ind #7938
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 Finance & Insurance retirement plans → · Plans in Rhode Island →
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $134M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | $9M |
| Employer EIN | 056049537 |
| Plan Effective Date | 1973-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local Union No. 99)
Sponsor-wide plan assets over time
All IBEW Local Union No. 99 plans reported in each filing year
- Latest sponsor-wide plan assets
- $322M 1.967726294558749% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,059 | $316M |
| 2023 | 2 | 1,688 | $322M |
Nearby Money Purchase Plans in Rhode Island
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Rhode Island Laborers Annuity Fund $227M · 9,169
- Plumbers & Pipefitters Local Union #51 Annuity Plan $73M · 1,273
- American Mathematical Society Retirement Plan $59M · 171
- Rhode Island Sheet Metal Workers Local 17 Annuity Fund $21M · 202
- Blackstone Valley Community Health Care Retirement Plan $16M · 221
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Rhode Island, the nearest Money Purchase by assets is Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund in WA ($143M); by covered participants it is Iron Workers Local 401 Annuity Fund in PA (995 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($143M here).
Similar participant headcount
Nearest other-state filings by covered participants (994 participants); asset peers above are excluded.
- Iron Workers Local 401 Annuity Fund (PA) 995 · 1 off
- The Cleveland Glass & Glazing Industry Defined Contrib. Pension (OH) 991 · 3 off
- Dialysis Clinic, Inc. Retirement Plan (TN) 989 · 5 off
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan (OH) 1,004 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.