Profit Sharing · DOL Form 5500 · 2022

Board of Trustees of the Annuity Plan of the Electrical Industry Profit Sharing Plan

Data updated 2026-08-06

$2.0B
Total assets
19,997
Participants
99th
Percentile by assets
$99,152
Avg per participant
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Official DOL plan name: Annuity Plan of the Electrical Industry · Sponsored by Board of Trustees of the Annuity Plan of the Electrical Industry · New York · Construction

$2.0B in assets, 19,997 participants

Board of Trustees of the Annuity Plan of the Electrical Industry's Annuity Plan of the Electrical Industry reported $2.0B in total assets and 19,997 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 139,258 plans)
  • #9,895 in Construction (9,938 peers)

Coverage in New York

Annuity Plan of the Electrical Industry covers 19,997 participants in New York, 25x the typical New York plan (state average ~795 per filing). Assets: $2.0B.

$2.0B
total plan assets (2022 EOY)
19,997
covered participants
99th
percentile by assets (of 139,258 plans)
$99,152
avg assets per participant

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Annuity Plan of the Electrical Industry reports 19,997 participants - 25x that state average ($2.0B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$2.0B
Net Assets (End of Year)$2.0B
Net Income-$6M
Employer EIN136123600
Plan Effective Date1957-12-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Annuity Plan of the Electrical Industry)

$1.9B$2B$2.1B$2.2B$2.3B 20222023 $1.98B $2.21B ▲ +11.6%
Total plan assets by year, all Board of Trustees of the Annuity Plan of the Electrical Industry plans on file
Year Plans Participants Total Assets
2022 1 19,997 $2.0B
2023 1 18,907 $2.2B

Nearby Profit Sharing Plans in New York

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

Annuity Plan of the Electrical Industry vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Plan of the Electrical Industry vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 0.511.522.5 Total assets ($B) Participants Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…I.U.O.E. Local 14-14…
Annuity Plan of the Electrical Industry vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Annuity Plan of the Electrical Industry by total assets, not by location.

Frequently Asked Questions

How did Annuity Plan of the Electrical Industry assets move in 2022?
Annuity Plan of the Electrical Industry held essentially flat - down 0.9% during 2022, from $2.0B to $2.0B. Reported net income was -$6M.
How have Board of Trustees of the Annuity Plan of the Electrical Industry plan assets changed over time?
Across 2 plan years on file (2022-2023), Board of Trustees of the Annuity Plan of the Electrical Industry's sponsor-wide assets grew 11.5%, from $2.0B to $2.2B.
Where does Annuity Plan of the Electrical Industry rank by assets among Form 5500 filers?
Annuity Plan of the Electrical Industry ranks in the 99th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Annuity Plan of the Electrical Industry?
Among Profit Sharing plans in other states, the closest by assets is Commonspirit Health ERISA 403(b) Plan in KY ($2.0B, 31,174 participants).

Next read for Annuity Plan of the Electrical Industry

Filing takeaways

Ways to act on Annuity Plan of the Electrical Industry's numbers.

  • By total assets, Annuity Plan of the Electrical Industry ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
  • Board of Trustees of the Annuity Plan of the Electrical Industry's sponsor-wide assets have grown 11.5% since 2022 across 2 plan years on file. More Construction plans