Profit Sharing · DOL Form 5500 · 2023
IBEW Local Union No 237 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $20M
- Total assets
- 204
- Participants
- 73rd
- Percentile by assets
- $97,893
- Avg per participant
Official DOL plan name: IBEW Local Union No 237 Annuity Fund · Sponsored by IBEW Local Union No 237 Annuity Fund · New York · Construction
$20M in assets, 204 participants
IBEW Local Union No 237 Annuity Fund's IBEW Local Union No 237 Annuity Fund reported $20M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 127,072 plans)
- #6,445 in Construction (9,030 peers)
Coverage in New York
IBEW Local Union No 237 Annuity Fund covers 204 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $20M.
- $20M
- total plan assets (2023 EOY)
- 204
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- $97,893
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- IBEW Local Union No 237 Annuity Fund reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- IBEW Local Union No 237 Annuity Fund end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- IBEW Local Union No 237 Annuity Fund reported participants fell from 208 in the plan year 2022 filing to 204 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. IBEW Local Union No 237 Annuity Fund reports 204 participants - about 26% of that state average ($20M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 161378286 |
| Plan Effective Date | 1990-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local Union No 237 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 208 | $18M |
| 2023 | 1 | 204 | $20M |
| 2024 | 1 | 192 | $22M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
IBEW Local Union No 237 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to IBEW Local Union No 237 Annuity Fund by total assets, not by location.
- The Lakes Community Health Center, Inc. 403(b) Plan (WI) $20M · 371
- Valley Emergency Room Associates, P.a. Profit-Sharing Plan (NJ) $20M · 23
- Maximus Gsa Retirement Plan (VA) $20M · 15,554
- Harris W Mainster Do P.C. (MI) $20M · 9
Frequently Asked Questions
How did IBEW Local Union No 237 Annuity Fund assets move in 2023? ▼
How have IBEW Local Union No 237 Annuity Fund plan assets changed over time? ▼
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Next read for IBEW Local Union No 237 Annuity Fund
Filing takeaways
Ways to act on IBEW Local Union No 237 Annuity Fund's numbers.
- By total assets, IBEW Local Union No 237 Annuity Fund ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- IBEW Local Union No 237 Annuity Fund's sponsor-wide assets have grown 26.1% since 2022 across 3 plan years on file. More Construction plans