Money Purchase · DOL Form 5500 · 2023
Board of Trust of the Annuity Fd of the Electrical Industry of Li Money Purchase Plan
Data updated 2026-08-25
- $420M
- Total assets Above avg plan size
- 2,345
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $179,063
- Avg per participant Above avg balance/head
Official DOL plan name: Annuity Fd of the Electrical Industry of Long Island · Sponsored by Board of Trust of the Annuity Fd of the Electrical Industry of Li · New York · Construction
$420M in assets, 2,345 participants
Board of Trust of the Annuity Fd of the Electrical Industry of Li's Annuity Fd of the Electrical Industry of Long Island reported $420M in total assets and 2,345 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,723 in Construction (9,030 peers)
Coverage in New York
Annuity Fd of the Electrical Industry of Long Island covers 2,345 participants in New York, 2.9x the typical New York plan (state average ~798 per filing). Assets: $420M.
- #8,723
- in Construction (9,030 peers)
- +5.1%
- assets growth YoY
- 4.2×
- vs typical plan assets (national mean)
Annuity Fd of the Electrical Industry of Long Island's outsized position by total assets
Annuity Fd of the Electrical Industry of Long Island vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$419,902,771 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Annuity Fd of the Electrical Industry of Long Island's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Fd of the Electrical Industry of Long Island lands in the large band (2,345 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Annuity Fd of the Electrical Industry of Long Island reported net income rose from -$44M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Annuity Fd of the Electrical Industry of Long Island reported participants rose from 2,186 in the plan year 2022 filing to 2,345 in the plan year 2023 filing.
- Annuity Fd of the Electrical Industry of Long Island end-of-year assets rose from $400M in the plan year 2022 filing to $420M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 116045930 · Board of Trust of the Annuity Fd of the Electrical Industry of Li PY 2023 · Money Purchase
Annuity Fd of the Electrical Industry of Long Island · $420M · 2,345 · 97th
- SCH $420M
- SCH 2,345
- SCH 97th
- SCH Money Purchase
- SCH near Thrivent Capital Accumulation Plan
- SCH ind #8723
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 Fd of the Electrical Industry of Long Island in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $400M |
|---|---|
| Net Assets (End of Year) | $420M |
| Net Income | $20M |
| Employer EIN | 116045930 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trust of the Annuity Fd of the Electrical Industry of Li)
Sponsor-wide plan assets over time
All Board of Trust of the Annuity Fd of the Electrical Industry of Li plans reported in each filing year
- Latest sponsor-wide plan assets
- $446M 11.502516356005032% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,186 | $400M |
| 2023 | 1 | 2,345 | $420M |
| 2024 | 1 | 2,386 | $446M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
Annuity Fd of the Electrical Industry of Long Island's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Thrivent Capital Accumulation Plan in MN ($419M); by covered participants it is Aspirus, Inc. Frozen 401(a) Plan in WI (2,354 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($420M here).
- Thrivent Capital Accumulation Plan (MN) $419M · 1,896
- 112/73 Retirement Plan NECA-IBEW (WA) $421M · 5,901
- University of San Francisco Defined Contribution Retirement Plan (CA) $419M · 1,757
- Contra Costa County Electrical Workers Retirement Plan & Trust (CA) $437M · 1,427
Similar participant headcount
Nearest other-state filings by covered participants (2,345 participants); asset peers above are excluded.
- Aspirus, Inc. Frozen 401(a) Plan (WI) 2,354 · 9 off
- Totaltrust Retirement Fund (CA) 2,324 · 21 off
- Millwrights' Local 1102 Supplemental Pension Fund (MI) 2,267 · 78 off
- Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan (PA) 2,265 · 80 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.