Profit Sharing · DOL Form 5500 · 2023

Trustees of IBEW Local Union No. 812 Annuity Plan Profit Sharing Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
165
Participants Small participant base
79th
Percentile by assets National rank
$183,459
Avg per participant Above avg balance/head
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Official DOL plan name: IBEW Local Union No. 812 Annuity Plan · Sponsored by Trustees of IBEW Local Union No. 812 Annuity Plan · New Jersey · Construction

$30M in assets, 165 participants

Trustees of IBEW Local Union No. 812 Annuity Plan's IBEW Local Union No. 812 Annuity Plan reported $30M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,018 in Construction (9,030 peers)

Coverage in New Jersey

IBEW Local Union No. 812 Annuity Plan covers 165 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $30M.

#7,018
in Construction (9,030 peers)
+12.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

IBEW Local Union No. 812 Annuity Plan's outsized position by total assets

IBEW Local Union No. 812 Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$30,270,753 Top 21% higher than 79% of 127,068 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 2023

IBEW Local Union No. 812 Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW Local Union No. 812 Annuity Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local Union No. 812 Annuity Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • IBEW Local Union No. 812 Annuity Plan end-of-year assets rose from $27M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • IBEW Local Union No. 812 Annuity Plan reported participants fell from 168 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232578198 · Trustees of IBEW Local Union No. 812 Annuity Plan PY 2023 · Profit Sharing

IBEW Local Union No. 812 Annuity Plan · $30M · 165 · 79th

  • NET $30M
  • BOOK 165
  • VS-ST 79th
  • BOY Profit Sharing
  • SCH near Q-Lab Corporation Retirement Plan
  • EBSA ind #7018

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 Jersey →

IBEW Local Union No. 812 Annuity Plan in the asset neighbourhood

Christian Schools International 403(b) Retirement Savings PlanChristian Schools Internatio…$30MQ-Lab Corporation Retirement PlanQ-Lab Corporation Retirement…$30MIBEW Local Union No. 812 Annuity PlanIBEW Local Union No. 812 Ann…$30MLifelong Learning Administration Corporation 403(b) PlanLifelong Learning Administra…$30MMuseum of Science and Industry, Chicago 401(k) PlanMuseum of Science and Indust…$30M
End-of-year total assets ($M) among IBEW Local Union No. 812 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN232578198
Plan Effective Date1975-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of IBEW Local Union No. 812 Annuity Plan)

Sponsor-wide plan assets over time

All Trustees of IBEW Local Union No. 812 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$33M 21.27745073250286% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27M $32.8M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 168 $27M
2023 1 165 $30M
2024 1 217 $33M

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

IBEW Local Union No. 812 Annuity Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants IBEW Local Union No. 812 Annuity Plan, Total assets ($B): 0.030270753 · Participants: 165IBEW Local Union No. 812 Annuity PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
IBEW Local Union No. 812 Annuity Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare IBEW Local Union No. 812 Annuity Plan side-by-side with 3 peers →

IBEW Local Union No. 812 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Q-Lab Corporation Retirement Plan in OH ($30M); by covered participants it is Langlas & Associates, Inc. Profit Sharing Plan in MT (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did IBEW Local Union No. 812 Annuity Plan assets move in 2023? ▼
IBEW Local Union No. 812 Annuity Plan grew at a solid clip - up 12.1% during 2023, from $27M to $30M. Reported net income was $3M.
How have Trustees of IBEW Local Union No. 812 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of IBEW Local Union No. 812 Annuity Plan's sponsor-wide assets grew 21.3%, from $27M to $33M.
Where does IBEW Local Union No. 812 Annuity Plan rank by assets among Form 5500 filers? ▼
IBEW Local Union No. 812 Annuity Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to IBEW Local Union No. 812 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Q-Lab Corporation Retirement Plan in OH ($30M, 218 participants).
Which Profit Sharing plans cover a similar participant headcount to IBEW Local Union No. 812 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Langlas & Associates, Inc. Profit Sharing Plan in MT (165 participants, $15M in assets).

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 232578198.

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.