401(k) · DOL Form 5500 · 2022

IBEW Local Union No. 99 401(k) Plan

Data updated 2026-08-11

$162M
Total assets
1,020
Participants
95th
Percentile by assets
$159,066
Avg per participant
PlainRetire home → About this data

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.

  • 95th percentile by assets (of 139,126 plans)
  • #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.

$162M
total plan assets (2022 EOY)
1,020
covered participants
95th
percentile by assets (of 139,126 plans)
$159,066
avg assets per participant

Where International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan sits 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 $2,010,000,000 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

State
Rhode Island
Industry
Finance & Insurance

International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan vs the 2022 asset distribution

By assets, International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

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)

$314M$316M$318M$320M$322M$324M 20222023 $316M $322M ▲ +2.0%
Total plan assets by year, all IBEW Local Union No. 99 plans on file
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 ($B) Participants International Brothe…, Total assets ($B): 0.162246896 · Participants: 1020International Brothe…CVS Health Future Fu…, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fu…Textron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savin…, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savin…Unfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Sav…, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Sav…
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 … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan by total assets, not by location.

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).

Next read for International Brotherhood of Electrical …

Scale reading

Ways to act on International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan's numbers.

  • By total assets, International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Rhode Island. Compare plans
  • IBEW Local Union No. 99's sponsor-wide assets have grown 2.0% since 2022 across 2 plan years on file. More Finance & Insurance plans

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.