Other · DOL Form 5500 · 2023
Joint Annuity Fund Local 164 IBEW Retirement Plan
Data updated 2026-08-11
- $832M
- Total assets
- 2,841
- Participants
- 98th
- Percentile by assets
- $292,997
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $832M
- total plan assets (2023 EOY)
- 2,841
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $292,997
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Joint Annuity Fund Local 164 IBEW reports 2,841 participants - 3.4x that state average ($832M EOY assets).
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)
| 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.
Joint Annuity Fund Local 164 IBEW 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Joint Annuity Fund Local 164 IBEW by total assets, not by location.
- 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
Frequently Asked Questions
How did Joint Annuity Fund Local 164 IBEW assets move in 2023? ▼
How have Joint Annuity Fund Local 164 IBEW plan assets changed over time? ▼
Where does Joint Annuity Fund Local 164 IBEW rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Joint Annuity Fund Local 164 IBEW? ▼
Next read for Joint Annuity Fund Local 164 IBEW
Filing takeaways
Ways to act on Joint Annuity Fund Local 164 IBEW's numbers.
- By total assets, Joint Annuity Fund Local 164 IBEW 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
- Joint Annuity Fund Local 164 IBEW's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Construction plans