Other · DOL Form 5500 · 2022
IBEW Local Union 325 Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 371
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $100,503
- Avg per participant Below avg balance/head
Official DOL plan name: IBEW Local 325 Annuity Fund · Sponsored by IBEW Local Union 325 · New York · Finance & Insurance
$37M in assets, 371 participants
IBEW Local Union 325's IBEW Local 325 Annuity Fund reported $37M in total assets and 371 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #7,060 in Finance & Insurance (9,261 peers)
Coverage in New York
IBEW Local 325 Annuity Fund covers 371 participants in New York, about 47% of the average New York filer (state average ~798 per filing). Assets: $37M.
- #7,060
- in Finance & Insurance (9,261 peers)
- +3.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
IBEW Local 325 Annuity Fund's outsized position by total assets
IBEW Local 325 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$37,286,608 Top 15% higher than 85% 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
IBEW Local 325 Annuity Fund among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW Local 325 Annuity Fund sits mid-pack in the medium band (371 participants).
EBSA filing schedule strip
Filing strip 161368200 · IBEW Local Union 325 PY 2022 · Other
IBEW Local 325 Annuity Fund · $37M · 371 · 85th
- BOOK $37M
- BOOK 371
- BOOK 85th
- BOOK Other
- BOOK near Felician University Retirement Plan
- BOOK ind #7060
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 New York →
IBEW Local 325 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $1M |
| Employer EIN | 161368200 |
| Plan Effective Date | 1990-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local Union 325)
Sponsor-wide plan assets over time
All IBEW Local Union 325 plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 12.603672610820485% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 371 | $37M |
| 2023 | 1 | 382 | $40M |
| 2024 | 1 | 385 | $42M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
IBEW Local 325 Annuity Fund's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Felician University Retirement Plan in NJ ($37M); by covered participants it is Bay State Community Services, Inc. Retirement Plan in MA (371 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (371 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.