Money Purchase · DOL Form 5500 · 2023

Bd of Trustees-Southern Ct IBEW Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
467
Participants Below avg headcount
90th
Percentile by assets National rank
$168,574
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Ct IBEW Annuity Plan · Sponsored by Bd of Trustees-Southern Ct IBEW Annuity Fund · Connecticut · Construction

$79M in assets, 467 participants

Bd of Trustees-Southern Ct IBEW Annuity Fund's Southern Ct IBEW Annuity Plan reported $79M in total assets and 467 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,917 in Construction (9,030 peers)

Where Southern Ct IBEW Annuity Plan sits by assets

Southern Ct IBEW Annuity Plan sits in the top 10% of all filed plans by assets, $79M for 467 participants (~$168,574/participant), up 11.4% in 2023.

#7,917
in Construction (9,030 peers)
+11.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Southern Ct IBEW Annuity Plan's outsized position by total assets

Southern Ct IBEW Annuity Plan vs every filed plan by assets

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

$78,724,205 Top 10% higher than 90% 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

Southern Ct IBEW Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Ct IBEW Annuity Plan sits mid-pack in the medium band (467 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Ct IBEW Annuity Plan reported net income rose from -$11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Southern Ct IBEW Annuity Plan end-of-year assets rose from $71M in the plan year 2022 filing to $79M in the plan year 2023 filing.
  • Southern Ct IBEW Annuity Plan reported participants fell from 479 in the plan year 2022 filing to 467 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 060932220 · Bd of Trustees-Southern Ct IBEW Annuity Fund PY 2023 · Money Purchase

Southern Ct IBEW Annuity Plan · $79M · 467 · 90th

  • NET $79M
  • NET 467
  • NET 90th
  • NET Money Purchase
  • NET near Valmet, Inc. Pension Plan and Trust
  • NET ind #7917

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 Connecticut →

Southern Ct IBEW Annuity Plan in the asset neighbourhood

Mainegeneral Health Retirement Income PlanMainegeneral Health Retireme…$79MValmet, Inc. Pension Plan and TrustValmet, Inc. Pension Plan an…$79MSouthern Ct IBEW Annuity Plan$79MPresbyterian Homes and Services Employees Retirement Savings and Investment PlanPresbyterian Homes and Servi…$79MPlumbers Local Union No. 200 Supplemental Vested Annuity FundPlumbers Local Union No. 200…$78M
End-of-year total assets ($M) among Southern Ct IBEW Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$79M
Net Income$8M
Employer EIN060932220
Plan Effective Date1975-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees-Southern Ct IBEW Annuity Fund)

Sponsor-wide plan assets over time

All Bd of Trustees-Southern Ct IBEW Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$86M 21.72354572619305% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $70.7M $86M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 479 $71M
2023 1 467 $79M
2024 1 477 $86M

Nearby Money Purchase Plans in Connecticut

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Southern Ct IBEW Annuity Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants Southern Ct IBEW Annuity Plan, Total assets ($M): 78.724205 · Participants: 467Southern Ct IBEW Annuity PlanNew England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 746.047151 · Participants: 8403New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 173.736211 · Participants: 626Equinor US Holdings Inc. Money Purchase Pension PlanMoney Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 36.06523 · Participants: 447Money Purchase Retirement Plan of U.a. Local 716IBEW Local No. 223 Deferred Income Plan, Total assets ($M): 27.50459 · Participants: 556IBEW Local No. 223 Deferred Income PlanSwisher International Inc. Defined Contribution Plan for Salaried Employees, Total assets ($M): 22.176855 · Participants: 481Swisher International Inc. Defined Contribution Plan for Salaried Employees
Southern Ct IBEW Annuity Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants
Compare Southern Ct IBEW Annuity Plan side-by-side with 3 peers →

Southern Ct IBEW Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is Valmet, Inc. Pension Plan and Trust in GA ($79M); by covered participants it is Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan in PA (466 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (467 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 Southern Ct IBEW Annuity Plan assets move in 2023? ▼
Southern Ct IBEW Annuity Plan grew at a solid clip - up 11.4% during 2023, from $71M to $79M. Reported net income was $8M.
How have Bd of Trustees-Southern Ct IBEW Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees-Southern Ct IBEW Annuity Fund's sponsor-wide assets grew 21.7%, from $71M to $86M.
Where does Southern Ct IBEW Annuity Plan rank by assets among Form 5500 filers? ▼
Southern Ct IBEW Annuity Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Southern Ct IBEW Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Valmet, Inc. Pension Plan and Trust in GA ($79M, 1,488 participants).
Which Money Purchase plans cover a similar participant headcount to Southern Ct IBEW Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan in PA (466 participants, $24M 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 060932220.

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.