Other · DOL Form 5500 · 2023
Joint Annuity Fund Local 164 IBEW Retirement Plan
Data updated 2026-08-25
- $832M
- Total assets Above avg plan size
- 2,841
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $292,997
- Avg per participant High balance/head
Official DOL plan name: Joint Annuity Fund Local 164 IBEW · Sponsored by Joint Annuity Fund Local 164 IBEW · New Jersey · Construction
$832M in assets, 2,841 participants
Joint Annuity Fund Local 164 IBEW's Joint Annuity Fund Local 164 IBEW reported $832M in total assets and 2,841 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.
- #8,885 in Construction (9,030 peers)
Coverage in New Jersey
Joint Annuity Fund Local 164 IBEW covers 2,841 participants in New Jersey, 3.4x the typical New Jersey plan (state average ~844 per filing). Assets: $832M.
- #8,885
- in Construction (9,030 peers)
- +14.3%
- assets growth YoY
- 8.4×
- vs typical plan assets (national mean)
Joint Annuity Fund Local 164 IBEW's outsized position by total assets
Joint Annuity Fund Local 164 IBEW vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$832,404,557 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
Joint Annuity Fund Local 164 IBEW'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. Joint Annuity Fund Local 164 IBEW lands in the large band (2,841 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Joint Annuity Fund Local 164 IBEW reported net income rose from -$117M in the plan year 2022 filing to $104M in the plan year 2023 filing.
- Joint Annuity Fund Local 164 IBEW end-of-year assets rose from $728M in the plan year 2022 filing to $832M in the plan year 2023 filing.
- Joint Annuity Fund Local 164 IBEW reported participants fell from 2,871 in the plan year 2022 filing to 2,841 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 226031200 · Joint Annuity Fund Local 164 IBEW PY 2023 · Other
Joint Annuity Fund Local 164 IBEW · $832M · 2,841 · 98th
- VS-ST $832M
- BOY 2,841
- SCH 98th
- EBSA Other
- PART near El Camino Hospital 403(b) Retirement Plan
- TYPE ind #8885
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 →
Joint Annuity Fund Local 164 IBEW in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $728M |
|---|---|
| Net Assets (End of Year) | $832M |
| Net Income | $104M |
| Employer EIN | 226031200 |
| Plan Effective Date | 1958-04-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Annuity Fund Local 164 IBEW)
Sponsor-wide plan assets over time
All Joint Annuity Fund Local 164 IBEW plans reported in each filing year
- Latest sponsor-wide plan assets
- $925M 27.105556271909332% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,871 | $728M |
| 2023 | 1 | 2,841 | $832M |
| 2024 | 1 | 2,799 | $925M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Joint Annuity Fund Local 164 IBEW's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is El Camino Hospital 403(b) Retirement Plan in CA ($834M); by covered participants it is Metropolitan Jewish Health System, Inc. 403(b) Plan in NY (2,839 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($832M here).
- El Camino Hospital 403(b) Retirement Plan (CA) $834M · 4,033
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan (NY) $834M · 10,171
- Cox Savings Incentive Plan (MO) $836M · 12,220
- Prisma Health 401(a) Plan (SC) $838M · 21,235
Similar participant headcount
Nearest other-state filings by covered participants (2,841 participants); asset peers above are excluded.
- Metropolitan Jewish Health System, Inc. 403(b) Plan (NY) 2,839 · 2 off
- Riverside Healthcare 403(b) Retirement Plan (IL) 2,844 · 3 off
- Retirement Plus of Memorial Health System Hospitals (OH) 2,833 · 8 off
- Southwest Research Institute Retirement Plan (TX) 2,831 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.