Profit Sharing · DOL Form 5500 · 2022
Trustees of Local No. 41 IBEW Annuity Profit Sharing Plan
Data updated 2026-08-11
- $98M
- Total assets
- 1,416
- Participants
- 93rd
- Percentile by assets
- $68,884
- Avg per participant
Official DOL plan name: Local Union No. 41 IBEW Annuity Fund · Sponsored by Trustees of Local No. 41 IBEW Annuity · New York · Construction
$98M in assets, 1,416 participants
Trustees of Local No. 41 IBEW Annuity's Local Union No. 41 IBEW Annuity Fund reported $98M in total assets and 1,416 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #9,068 in Construction (9,927 peers)
Where Local Union No. 41 IBEW Annuity Fund sits by assets
Local Union No. 41 IBEW Annuity Fund sits in the top 10% of all filed plans by assets, $98M for 1,416 participants (~$68,884/participant), up 6.8% in 2022.
- $98M
- total plan assets (2022 EOY)
- 1,416
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $68,884
- avg assets per participant
Local Union No. 41 IBEW Annuity Fund vs the 2022 asset distribution
By assets, Local Union No. 41 IBEW Annuity Fund outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $91M |
|---|---|
| Net Assets (End of Year) | $97M |
| Net Income | $6M |
| Employer EIN | 166069938 |
| Plan Effective Date | 1966-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Local No. 41 IBEW Annuity)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,416 | $98M |
| 2023 | 1 | 1,449 | $121M |
| 2024 | 1 | 1,495 | $141M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Local Union No. 41 IBEW Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Local Union No. 41 IBEW Annuity Fund by total assets, not by location.
- Campbell Scientific Profit Sharing Plan (UT) $98M · 457
- Mto Profit Sharing Plan (CA) $97M · 298
- Electrical Workers IBEW Local 163 Annuity Fund (NJ) $98M · 392
- Mto Profit Sharing Plan (CA) $98M · 352
Frequently Asked Questions
How did Local Union No. 41 IBEW Annuity Fund assets move in 2022? ▼
How have Trustees of Local No. 41 IBEW Annuity plan assets changed over time? ▼
Where does Local Union No. 41 IBEW Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Local Union No. 41 IBEW Annuity Fund? ▼
Next read for Local Union No. 41 IBEW Annuity Fund
Scale reading
Ways to act on Local Union No. 41 IBEW Annuity Fund's numbers.
- By total assets, Local Union No. 41 IBEW Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Trustees of Local No. 41 IBEW Annuity's sponsor-wide assets have grown 44.2% since 2022 across 3 plan years on file. More Construction plans