Other · DOL Form 5500 · 2023

IBEW Local Union 269 Annuity Fund Retirement Plan

Data updated 2026-08-25

$268M
Total assets Near avg plan size
868
Participants Near avg headcount
96th
Percentile by assets National rank
$308,954
Avg per participant High balance/head
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Official DOL plan name: IBEW Local Union 269 Annuity Fund · Sponsored by IBEW Local Union 269 Annuity Fund · New Jersey · Construction

$268M in assets, 868 participants

IBEW Local Union 269 Annuity Fund's IBEW Local Union 269 Annuity Fund reported $268M in total assets and 868 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,580 in Construction (9,030 peers)

Where IBEW Local Union 269 Annuity Fund sits by assets

IBEW Local Union 269 Annuity Fund sits in the top 5% of all filed plans by assets, $268M for 868 participants (~$308,954/participant), up 10.3% in 2023.

#8,580
in Construction (9,030 peers)
+10.3%
assets growth YoY
2.7×
vs typical plan assets (national mean)

IBEW Local Union 269 Annuity Fund's outsized position by total assets

IBEW Local Union 269 Annuity Fund vs every filed plan by assets

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

$268,171,968 Top 4% higher than 96% 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 269 Annuity Fund 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 269 Annuity Fund sits mid-pack in the medium band (868 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local Union 269 Annuity Fund reported net income rose from -$30M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • IBEW Local Union 269 Annuity Fund end-of-year assets rose from $243M in the plan year 2022 filing to $268M in the plan year 2023 filing.
  • IBEW Local Union 269 Annuity Fund reported participants rose from 847 in the plan year 2022 filing to 868 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222393763 · IBEW Local Union 269 Annuity Fund PY 2023 · Other

IBEW Local Union 269 Annuity Fund · $268M · 868 · 96th

  • EBSA $268M
  • PART 868
  • TYPE 96th
  • NET Other
  • BOOK near Tufts Medical Center Physicians Organization, Inc. 403(b) Retirement Plan
  • VS-ST ind #8580

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 269 Annuity Fund in the asset neighbourhood

Loyola University Retirement PlanLoyola University Retirement…$270MChapman University Tax Deferred Annuity (Tda) Retirement PlanChapman University Tax Defer…$269MIBEW Local Union 269 Annuity FundIBEW Local Union 269 Annuity…$268MTufts Medical Center Physicians Organization, Inc. 403(b) Retirement PlanTufts Medical Center Physici…$268MWestern New England University Defined Contribution Retirement PlanWestern New England Universi…$267M
End-of-year total assets ($M) among IBEW Local Union 269 Annuity Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$243M
Net Assets (End of Year)$268M
Net Income$25M
Employer EIN222393763
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local Union 269 Annuity Fund)

Sponsor-wide plan assets over time

All IBEW Local Union 269 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$298M 22.590815742161023% vs 2022
2024 filing year
$220M$240M$260M$280M$300M$320M 202220232024 $243M $298M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 847 $243M
2023 1 868 $268M
2024 1 937 $298M

Nearby Other Plans in New Jersey

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

IBEW Local Union 269 Annuity Fund vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 00.511.522.5 Total assets ($B) Participants IBEW Local Union 269 Annuity Fund, Total assets ($B): 0.268171968 · Participants: 868IBEW Local Union 269 Annuity FundPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
IBEW Local Union 269 Annuity Fund vs. nearby Other plans in New Jersey, assets vs. participants
Compare IBEW Local Union 269 Annuity Fund side-by-side with 3 peers →

IBEW Local Union 269 Annuity Fund's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Tufts Medical Center Physicians Organization, Inc. 403(b) Retirement Plan in MA ($268M); by covered participants it is Phillips Exeter Academy Retirement Plan in NH (868 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (868 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 269 Annuity Fund assets move in 2023? ▼
IBEW Local Union 269 Annuity Fund grew at a solid clip - up 10.3% during 2023, from $243M to $268M. Reported net income was $25M.
How have IBEW Local Union 269 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local Union 269 Annuity Fund's sponsor-wide assets grew 22.6%, from $243M to $298M.
Where does IBEW Local Union 269 Annuity Fund rank by assets among Form 5500 filers? ▼
IBEW Local Union 269 Annuity Fund ranks in the 96th 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 Other plans are similar in size to IBEW Local Union 269 Annuity Fund? ▼
Among Other plans in other states, the closest by assets is Tufts Medical Center Physicians Organization, Inc. 403(b) Retirement Plan in MA ($268M, 708 participants).
Which Other plans cover a similar participant headcount to IBEW Local Union 269 Annuity Fund? ▼
Among Other plans in other states, the closest by covered participants is Phillips Exeter Academy Retirement Plan in NH (868 participants, $221M 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 222393763.

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.