Profit Sharing · DOL Form 5500 · 2022

Trustees of Local No. 41 IBEW Annuity Profit Sharing Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
1,416
Participants Near avg headcount
93rd
Percentile by assets National rank
$68,884
Avg per participant Below avg balance/head
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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.

  • #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.

#9,068
in Construction (9,927 peers)
+6.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Local Union No. 41 IBEW Annuity Fund's outsized position by total assets

Local Union No. 41 IBEW Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$97,540,015 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Local Union No. 41 IBEW Annuity Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local Union No. 41 IBEW Annuity Fund lands in the large band (1,416 participants).

Plan-year Form 5500 strip

Filing strip 166069938 · Trustees of Local No. 41 IBEW Annuity PY 2022 · Profit Sharing

Local Union No. 41 IBEW Annuity Fund · $98M · 1,416 · 93rd

  • PCT $98M
  • EIN 1,416
  • RANK 93rd
  • PHOTO Profit Sharing
  • IND near Campbell Scientific Profit Sharing Plan
  • EOY ind #9068

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 →

Local Union No. 41 IBEW Annuity Fund in the asset neighbourhood

Mto Profit Sharing Plan$98MElectrical Workers IBEW Local 163 Annuity FundElectrical Workers IBEW Loca…$98MCampbell Scientific Profit Sharing PlanCampbell Scientific Profit S…$98MLocal Union No. 41 IBEW Annuity FundLocal Union No. 41 IBEW Annu…$98MMto Profit Sharing Plan$97M
End-of-year total assets ($M) among Local Union No. 41 IBEW Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$97M
Net Income$6M
Employer EIN166069938
Plan Effective Date1966-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Local No. 41 IBEW Annuity)

Sponsor-wide plan assets over time

All Trustees of Local No. 41 IBEW Annuity plans reported in each filing year

Latest sponsor-wide plan assets
$141M 44.171736081853176% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $97.5M $141M ▲ +44.2%
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 Scatter plot of 6 data points. 0500010000150002000025000 00.511.522.5 Total assets ($B) Participants Local Union No. 41 IBEW Annuity Fund, Total assets ($B): 0.097540015 · Participants: 1416Local Union No. 41 IBEW Annuity FundAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Local Union No. 41 IBEW Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Local Union No. 41 IBEW Annuity Fund side-by-side with 3 peers →

Local Union No. 41 IBEW Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Campbell Scientific Profit Sharing Plan in UT ($98M); by covered participants it is IBEW Local 712 Profit Sharing Plan in PA (1,414 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,416 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.

Frequently Asked Questions

How did Local Union No. 41 IBEW Annuity Fund assets move in 2022? ▼
Local Union No. 41 IBEW Annuity Fund grew at a solid clip - up 6.8% during 2022, from $91M to $98M. Reported net income was $6M.
How have Trustees of Local No. 41 IBEW Annuity plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Local No. 41 IBEW Annuity's sponsor-wide assets grew 44.2%, from $98M to $141M.
Where does Local Union No. 41 IBEW Annuity Fund rank by assets among Form 5500 filers? ▼
Local Union No. 41 IBEW Annuity Fund ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Local Union No. 41 IBEW Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Campbell Scientific Profit Sharing Plan in UT ($98M, 457 participants).
Which Profit Sharing plans cover a similar participant headcount to Local Union No. 41 IBEW Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is IBEW Local 712 Profit Sharing Plan in PA (1,414 participants, $72M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 166069938.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.