Profit Sharing · DOL Form 5500 · 2023

Board of Trustees of the Noe Annuity Plan Profit Sharing Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
1,475
Participants Near avg headcount
89th
Percentile by assets National rank
$52,406
Avg per participant Low balance/head
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Official DOL plan name: New Orleans Electrical Annuity Plan · Sponsored by Board of Trustees of the Noe Annuity Plan · Tennessee · Construction

$77M in assets, 1,475 participants

Board of Trustees of the Noe Annuity Plan's New Orleans Electrical Annuity Plan reported $77M in total assets and 1,475 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,898 in Construction (9,030 peers)

Where New Orleans Electrical Annuity Plan sits by assets

New Orleans Electrical Annuity Plan sits in the top quartile of all filed plans by assets, $77M for 1,475 participants (~$52,406/participant), up 17.6% in 2023.

#7,898
in Construction (9,030 peers)
+17.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

New Orleans Electrical Annuity Plan's outsized position by total assets

New Orleans Electrical Annuity Plan vs every filed plan by assets

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

$77,298,273 Top 11% higher than 89% 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

New Orleans Electrical Annuity 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. New Orleans Electrical Annuity Plan lands in the large band (1,475 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Orleans Electrical Annuity Plan reported net income rose from -$10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • New Orleans Electrical Annuity Plan end-of-year assets rose from $66M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • New Orleans Electrical Annuity Plan reported participants rose from 1,451 in the plan year 2022 filing to 1,475 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 721417592 · Board of Trustees of the Noe Annuity Plan PY 2023 · Profit Sharing

New Orleans Electrical Annuity Plan · $77M · 1,475 · 89th

  • IND $77M
  • EOY 1,475
  • 5500 89th
  • ASSETS Profit Sharing
  • PCT near Schiff Hardin LLP Professional Retirement Plan II
  • EIN ind #7898

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 Tennessee →

New Orleans Electrical Annuity Plan in the asset neighbourhood

Usmx-Ila Money Purchase Fund and Savings PlanUsmx-Ila Money Purchase Fund…$78MRoofers Local #2 Supplemental Pension PlanRoofers Local #2 Supplementa…$78MSheet Metal Workers Local 22 - Annuity FundSheet Metal Workers Local 22…$78MSchiff Hardin LLP Professional Retirement Plan IISchiff Hardin LLP Profession…$77MNew Orleans Electrical Annuity PlanNew Orleans Electrical Annui…$77M
End-of-year total assets ($M) among New Orleans Electrical Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$77M
Net Income$12M
Employer EIN721417592
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Noe Annuity Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the Noe Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$88M 34.387674091884726% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.8M $88.4M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 1,451 $66M
2023 1 1,475 $77M
2024 1 1,393 $88M

Nearby Profit Sharing Plans in Tennessee

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

New Orleans Electrical Annuity Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0100200300400500 Total assets ($M) Participants New Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing PlanIronworkers Local 808 Annuity Fund, Total assets ($M): 41.753302 · Participants: 637Ironworkers Local 808 Annuity Fund
New Orleans Electrical Annuity Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare New Orleans Electrical Annuity Plan side-by-side with 3 peers →

New Orleans Electrical Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Schiff Hardin LLP Professional Retirement Plan II in DC ($77M); by covered participants it is Caribbean Cinemas Savings and Retirement Plan in PR (1,479 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,475 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 New Orleans Electrical Annuity Plan assets move in 2023? ▼
New Orleans Electrical Annuity Plan grew sharply - up 17.6% during 2023, from $66M to $77M. Reported net income was $12M.
How have Board of Trustees of the Noe Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Noe Annuity Plan's sponsor-wide assets grew 34.4%, from $66M to $88M.
Where does New Orleans Electrical Annuity Plan rank by assets among Form 5500 filers? ▼
New Orleans Electrical Annuity Plan ranks in the 89th 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 New Orleans Electrical Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Schiff Hardin LLP Professional Retirement Plan II in DC ($77M, 203 participants).
Which Profit Sharing plans cover a similar participant headcount to New Orleans Electrical Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Caribbean Cinemas Savings and Retirement Plan in PR (1,479 participants, $1M 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 721417592.

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.