Profit Sharing · DOL Form 5500 · 2022
Board of Trustees of the Annuity Plan of the Electrical Industry Profit Sharing Plan
Data updated 2026-08-25
- $2.0B
- Total assets Very large vs avg
- 19,997
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $99,152
- Avg per participant Below avg balance/head
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.
- #9,884 in Construction (9,927 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 ~798 per filing). Assets: $2.0B.
- #9,884
- in Construction (9,927 peers)
- -0.9%
- assets change YoY
- 20×
- vs typical plan assets (national mean)
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.
Annuity Plan of the Electrical Industry's outsized position by total assets
Annuity Plan of the Electrical Industry vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,982,735,962 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Annuity Plan of the Electrical Industry's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Plan of the Electrical Industry is a mega filing (19,997 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 136123600 · Board of Trustees of the Annuity Plan of the Electrical Industry PY 2022 · Profit Sharing
Annuity Plan of the Electrical Industry · $2.0B · 19,997 · 99th
- SCH $2.0B
- SCH 19,997
- SCH 99th
- SCH Profit Sharing
- SCH near Commonspirit Health ERISA 403(b) Plan
- SCH ind #9884
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 Construction retirement plans → · Plans in New York →
Annuity Plan of the Electrical Industry in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | -$6M |
| Employer EIN | 136123600 |
| Plan Effective Date | 1957-12-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Annuity Plan of the Electrical Industry)
Sponsor-wide plan assets over time
All Board of Trustees of the Annuity Plan of the Electrical Industry plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.3B 15.819820692796815% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19,997 | $2.0B |
| 2023 | 1 | 18,907 | $2.2B |
| 2024 | 1 | 18,200 | $2.3B |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
- I.U.O.E. Local 14-14b Annuity Fund $792M · 1,251
Scale composition for Annuity Plan of the Electrical Industry
Annuity Plan of the Electrical Industry reports $2.0B in end-of-year assets across 19,997 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $99,152 per participant (72% of the national average assets-per-participant) . Net income for plan year 2022 was -$6M.
This plan identity (EIN 136123600, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.3B (+15.8%) while covered participants moved from 19,997 to 18,200 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 19,997 | $2.0B | This page |
| 2023 | 18,907 | $2.2B | Open filing |
| 2024 · index core | 18,200 | $2.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Annuity Plan of the Electrical Industry (Profit Sharing, $2.3B, 18,200 participants)
Annuity Plan of the Electrical Industry's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Commonspirit Health ERISA 403(b) Plan in KY ($2.0B); by covered participants it is Maximus Gsa Retirement Plan in VA (19,971 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.0B here).
- Commonspirit Health ERISA 403(b) Plan (KY) $2.0B · 31,174
- Eastern Atlantic States Carpenters Annuity Fund (PA) $2.0B · 8,058
- University of Notre Dame 403(b) Retirement Plan (IN) $2.1B · 9,221
- Emory Healthcare, Inc. Retirement Savings and Matching Plan (GA) $2.1B · 21,075
Similar participant headcount
Nearest other-state filings by covered participants (19,997 participants); asset peers above are excluded.
- Maximus Gsa Retirement Plan (VA) 19,971 · 26 off
- Ufcw Retirement and Savings Plan (NJ) 19,629 · 368 off
- St. Louis-Kansas City Carpenters Regional Annuity (MO) 20,920 · 923 off
- Emory University Retirement Plan (GA) 18,872 · 1,125 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.