Profit Sharing · DOL Form 5500 · 2023
IBEW Local Union No 102 Surety Plan Board of Trustees Profit Sharing Plan
Data updated 2026-08-25
- $637M
- Total assets Above avg plan size
- 2,283
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $279,201
- Avg per participant High balance/head
Official DOL plan name: IBEW Local Union No 102 Surety Plan · Sponsored by IBEW Local Union No 102 Surety Plan Board of Trustees · New Jersey · Construction
$637M in assets, 2,283 participants
IBEW Local Union No 102 Surety Plan Board of Trustees's IBEW Local Union No 102 Surety Plan reported $637M in total assets and 2,283 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,835 in Construction (9,030 peers)
Coverage in New Jersey
IBEW Local Union No 102 Surety Plan covers 2,283 participants in New Jersey, 2.7x the typical New Jersey plan (state average ~844 per filing). Assets: $637M.
- #8,835
- in Construction (9,030 peers)
- +7.5%
- assets growth YoY
- 6.4×
- vs typical plan assets (national mean)
IBEW Local Union No 102 Surety Plan's outsized position by total assets
IBEW Local Union No 102 Surety Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$637,415,895 Top 2% higher than 98% 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
IBEW Local Union No 102 Surety Plan'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. IBEW Local Union No 102 Surety Plan lands in the large band (2,283 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- IBEW Local Union No 102 Surety Plan reported net income rose from -$31M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- IBEW Local Union No 102 Surety Plan reported participants fell from 3,061 in the plan year 2022 filing to 2,283 in the plan year 2023 filing.
- IBEW Local Union No 102 Surety Plan end-of-year assets rose from $593M in the plan year 2022 filing to $637M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 222347484 · IBEW Local Union No 102 Surety Plan Board of Trustees PY 2023 · Profit Sharing
IBEW Local Union No 102 Surety Plan · $637M · 2,283 · 98th
- RANK $637M
- RANK 2,283
- RANK 98th
- RANK Profit Sharing
- RANK near Midwest Operating Engineers Retirement Enhancement
- RANK ind #8835
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 102 Surety Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $593M |
|---|---|
| Net Assets (End of Year) | $637M |
| Net Income | $45M |
| Employer EIN | 222347484 |
| Plan Effective Date | 1981-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local Union No 102 Surety Plan Board of Trustees)
Sponsor-wide plan assets over time
All IBEW Local Union No 102 Surety Plan Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $685M 15.549067540332615% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,061 | $593M |
| 2023 | 1 | 2,283 | $637M |
| 2024 | 1 | 2,382 | $685M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- Kpmg Partner Retirement Savings Plan $529M · 1,895
- Cooper Health System, Inc. Defined Contribution Retirement Plan $304M · 6,491
IBEW Local Union No 102 Surety Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Midwest Operating Engineers Retirement Enhancement in IL ($637M); by covered participants it is Riverside Healthcare 401(a) Savings Plan in IL (2,277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($637M here).
- Midwest Operating Engineers Retirement Enhancement (IL) $637M · 16,067
- Steamfitters' Industry Supplemental Retirement Fund (NY) $636M · 3,691
- International Painters and Allied Trades Industry Annuity Plan (MD) $622M · 10,625
- Sheet Metal Workers Local 17 Annuity Income Fund (MA) $617M · 2,868
Similar participant headcount
Nearest other-state filings by covered participants (2,283 participants); asset peers above are excluded.
- Riverside Healthcare 401(a) Savings Plan (IL) 2,277 · 6 off
- Greenwich Hospital Retirement and Savings Plan (CT) 2,296 · 13 off
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart (SC) 2,301 · 18 off
- Pointers, Cleaners & Caulkers Annuity Fund (NY) 2,316 · 33 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.