Money Purchase · DOL Form 5500 · 2023

Board of Trust of the Annuity Fd of the Electrical Industry of Li Money Purchase Plan

Data updated 2026-08-11

$420M
Total assets: 2,345
Participants: 97th
Percentile by assets: $179,063
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$420M
total plan assets (2023 EOY): 2,345
covered participants: 97th
percentile by assets (of 127,072 plans): $179,063
avg assets per participant

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.

See the national 2022→2023 release diff →

State

New York

Industry

Construction

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Annuity Fd of the Electrical Industry of Long Island reports 2,345 participants - 2.9x that state average ($420M EOY assets).

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)

Total plan assets by year, all Board of Trust of the Annuity Fd of the Electrical Industry of Li plans on file

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.

Annuity Fd of the Electrical Industry of Long Island vs. nearby Money Purchase plans in New York, assets vs. participants

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

Compare Annuity Fd of the Electrical Industry of… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Annuity Fd of the Electrical Industry of Long Island by total assets, not by location.

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

Frequently Asked Questions

How did Annuity Fd of the Electrical Industry of Long Island assets move in 2023? ▼

Annuity Fd of the Electrical Industry of Long Island grew at a solid clip - up 5.1% during 2023, from $400M to $420M. Reported net income was $20M.

How have Board of Trust of the Annuity Fd of the Electrical Industry of Li plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trust of the Annuity Fd of the Electrical Industry of Li's sponsor-wide assets grew 11.5%, from $400M to $446M.

Where does Annuity Fd of the Electrical Industry of Long Island rank by assets among Form 5500 filers? ▼

Annuity Fd of the Electrical Industry of Long Island ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Money Purchase plans are similar in size to Annuity Fd of the Electrical Industry of Long Island? ▼

Among Money Purchase plans in other states, the closest by assets is Thrivent Capital Accumulation Plan in MN ($419M, 1,896 participants).

Next read for Annuity Fd of the Electrical Industry of…

Filing takeaways

Ways to act on Annuity Fd of the Electrical Industry of Long Island's numbers.

By total assets, Annuity Fd of the Electrical Industry of Long Island ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
Board of Trust of the Annuity Fd of the Electrical Industry of Li's sponsor-wide assets have grown 11.5% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 116045930.