401(k) · DOL Form 5500 · 2022

IBEW Local Union No. 99 401(k) Plan

Data updated 2026-08-25

$162M
Total assets Near avg plan size
1,020
Participants Near avg headcount
95th
Percentile by assets National rank
$159,066
Avg per participant Above avg balance/head
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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

$162M in assets, 1,020 participants

IBEW Local Union No. 99's International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan reported $162M in total assets and 1,020 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,475 in Finance & Insurance (9,261 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 5% of all filed plans by assets, $162M for 1,020 participants (~$159,066/participant), up 13.4% in 2022.

#8,475
in Finance & Insurance (9,261 peers)
+13.4%
assets growth YoY
1.6×
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 2022 · DOL Form 5500

$162,246,896 Top 5% higher than 95% 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

International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan's large-plan peer group by participant headcount

Plan-year 2022 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 lands in the large band (1,020 participants).

DOL schedule card

Filing strip 056049537 · IBEW Local Union No. 99 PY 2022 · 401(k)

International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan · $162M · 1,020 · 95th

  • RANK $162M
  • RANK 1,020
  • RANK 95th
  • RANK 401(k)
  • RANK near Tax-Favored Savings Program
  • RANK ind #8475

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

Qad Inc. 401(k) Retirement PlanQad Inc. 401(k) Retirement P…$162MChildren's Specialty Group, PLLC 401(k) Profit Sharing PlanChildren's Specialty Group, …$162MInternational Brotherhood of Electrical Workers Local Union No. 99 Annuity PlanInternational Brotherhood of…$162MTax-Favored Savings Program$162MGlobal Partners LP 401(k) Savings and Profit Sharing PlanGlobal Partners LP 401(k) Sa…$162M
End-of-year total assets ($M) among International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$162M
Net Income$19M
Employer EIN056049537
Plan Effective Date1973-12-01
Filing StatusFILING 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
$314M$316M$318M$320M$322M$324M 20222023 $316M $322M ▲ +2.0%
Year Plans Participants Total Assets
2022 2 2,059 $316M
2023 2 1,688 $322M

Nearby 401(k) Plans in Rhode Island

Peer 401(k) plans, same state, same plan type, ranked by total assets.

International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan, Total assets ($B): 0.162246896 · Participants: 1020International Brotherhood of Electrical Workers Local Union No. 99 Annuity PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan side-by-side with 3 peers →

International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Tax-Favored Savings Program in NE ($162M); by covered participants it is Aldo US, Inc. Savings and Investment Plan in (1,020 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($162M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,020 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 International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan assets move in 2022? ▼
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan grew at a solid clip - up 13.4% during 2022, from $143M to $162M. Reported net income was $19M.
How have IBEW Local Union No. 99 plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), IBEW Local Union No. 99's sponsor-wide assets grew 2.0%, from $316M to $322M.
Where does International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan rank by assets among Form 5500 filers? ▼
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tax-Favored Savings Program in NE ($162M, 1,138 participants).
Which 401(k) plans cover a similar participant headcount to International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aldo US, Inc. Savings and Investment Plan in (1,020 participants, $6M 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 056049537.

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.