Other · DOL Form 5500 · 2023

IBEW Local Union 269 Annuity Fund Retirement Plan

Data updated 2026-08-11

$268M
Total assets: 868
Participants: 96th
Percentile by assets: $308,954
Avg per participant

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.

96th percentile by assets (of 127,072 plans)
#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.

$268M
total plan assets (2023 EOY): 868
covered participants: 96th
percentile by assets (of 127,072 plans): $308,954
avg assets per participant

Where IBEW Local Union 269 Annuity Fund sits 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

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 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 →

State

New Jersey

Industry

Construction

IBEW Local Union 269 Annuity Fund vs the 2023 asset distribution

By assets, IBEW Local Union 269 Annuity Fund outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$243M
Net Assets (End of Year)	$268M
Net Income	$25M
Employer EIN	222393763
Plan Effective Date	1982-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (IBEW Local Union 269 Annuity Fund)

Total plan assets by year, all IBEW Local Union 269 Annuity Fund plans on file

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

Princeton University Retirement Plan $2.1B · 8,456
Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
Princeton University Retirement Savings Plan $1.5B · 7,955
Rwjbarnabas Health 403(b) Savings Plan $1.3B · 28,672
Atlantic Health System 403(b) Retirement Savings Plan $1.0B · 19,936

Compare IBEW Local Union 269 Annuity Fund side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to IBEW Local Union 269 Annuity Fund by total assets, not by location.

Tufts Medical Center Physicians Organization, Inc. 403(b) Retirement Plan (MA) $268M · 708
Chapman University Tax Deferred Annuity (Tda) Retirement Plan (CA) $269M · 1,548
Western New England University Defined Contribution Retirement Plan (MA) $267M · 858
Loyola University Retirement Plan (LA) $270M · 721

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).

Next read for IBEW Local Union 269 Annuity Fund

Scale reading

Ways to act on IBEW Local Union 269 Annuity Fund's numbers.

By total assets, IBEW Local Union 269 Annuity Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
IBEW Local Union 269 Annuity Fund's sponsor-wide assets have grown 22.6% since 2022 across 3 plan years on file. More Construction plans

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.