Other · DOL Form 5500 · 2023

Joint Annuity Committee IBEW Local No.86 Annuity Fund Retirement Plan

Data updated 2026-08-25

$238M
Total assets Near avg plan size
1,039
Participants Near avg headcount
95th
Percentile by assets National rank
$228,904
Avg per participant Above avg balance/head
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Official DOL plan name: IBEW Local No. 86 Annuity Fund · Sponsored by Joint Annuity Committee IBEW Local No.86 Annuity Fund · New York · Construction

$238M in assets, 1,039 participants

Joint Annuity Committee IBEW Local No.86 Annuity Fund's IBEW Local No. 86 Annuity Fund reported $238M in total assets and 1,039 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,538 in Construction (9,030 peers)

Where IBEW Local No. 86 Annuity Fund sits by assets

IBEW Local No. 86 Annuity Fund sits in the top 5% of all filed plans by assets, $238M for 1,039 participants (~$228,904/participant), up 14.2% in 2023.

#8,538
in Construction (9,030 peers)
+14.2%
assets growth YoY
2.4×
vs typical plan assets (national mean)

IBEW Local No. 86 Annuity Fund's outsized position by total assets

IBEW Local No. 86 Annuity Fund vs every filed plan by assets

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

$237,831,721 Top 5% higher than 95% 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

IBEW Local No. 86 Annuity Fund'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. IBEW Local No. 86 Annuity Fund lands in the large band (1,039 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local No. 86 Annuity Fund reported net income rose from -$22M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • IBEW Local No. 86 Annuity Fund end-of-year assets rose from $208M in the plan year 2022 filing to $238M in the plan year 2023 filing.
  • IBEW Local No. 86 Annuity Fund reported participants fell from 1,122 in the plan year 2022 filing to 1,039 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 166179118 · Joint Annuity Committee IBEW Local No.86 Annuity Fund PY 2023 · Other

IBEW Local No. 86 Annuity Fund · $238M · 1,039 · 95th

  • ASSETS $238M
  • ASSETS 1,039
  • ASSETS 95th
  • ASSETS Other
  • ASSETS near Operating Engineers Local 520 Annuity Plan
  • ASSETS ind #8538

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 York →

IBEW Local No. 86 Annuity Fund in the asset neighbourhood

Ohio Northern University Defined Contribution Retirement PlanOhio Northern University Def…$238MPublic Broadcasting Service Defined Contribution Retirement PlanPublic Broadcasting Service …$238MOperating Engineers Local 520 Annuity PlanOperating Engineers Local 52…$238MIBEW Local No. 86 Annuity FundIBEW Local No. 86 Annuity Fu…$238MBrookings Savings and Retirement PlanBrookings Savings and Retire…$237M
End-of-year total assets ($M) among IBEW Local No. 86 Annuity Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$208M
Net Assets (End of Year)$238M
Net Income$30M
Employer EIN166179118
Plan Effective Date1974-05-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Annuity Committee IBEW Local No.86 Annuity Fund)

Sponsor-wide plan assets over time

All Joint Annuity Committee IBEW Local No.86 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$242M 16.159608785289986% vs 2022
2024 filing year
$200M$220M$240M$260M 202220232024 $208M $242M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 1,122 $208M
2023 1 1,039 $238M
2024 1 1,121 $242M

Nearby Other Plans in New York

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

IBEW Local No. 86 Annuity Fund vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants IBEW Local No. 86 Annuity Fund, Total assets ($B): 0.237831721 · Participants: 1039IBEW Local No. 86 Annuity FundNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
IBEW Local No. 86 Annuity Fund vs. nearby Other plans in New York, assets vs. participants
Compare IBEW Local No. 86 Annuity Fund side-by-side with 3 peers →

IBEW Local No. 86 Annuity Fund's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Operating Engineers Local 520 Annuity Plan in IL ($238M); by covered participants it is Texas Scottish Rite Hospital for Children 401(a) Plan in TX (1,040 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,039 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 IBEW Local No. 86 Annuity Fund assets move in 2023? ▼
IBEW Local No. 86 Annuity Fund grew at a solid clip - up 14.2% during 2023, from $208M to $238M. Reported net income was $30M.
How have Joint Annuity Committee IBEW Local No.86 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Annuity Committee IBEW Local No.86 Annuity Fund's sponsor-wide assets grew 16.2%, from $208M to $242M.
Where does IBEW Local No. 86 Annuity Fund rank by assets among Form 5500 filers? ▼
IBEW Local No. 86 Annuity Fund ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to IBEW Local No. 86 Annuity Fund? ▼
Among Other plans in other states, the closest by assets is Operating Engineers Local 520 Annuity Plan in IL ($238M, 2,707 participants).
Which Other plans cover a similar participant headcount to IBEW Local No. 86 Annuity Fund? ▼
Among Other plans in other states, the closest by covered participants is Texas Scottish Rite Hospital for Children 401(a) Plan in TX (1,040 participants, $33M 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 166179118.

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.