Money Purchase · DOL Form 5500 · 2023

Trustees of Local 400 IBEW Joint Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$273M
Total assets Near avg plan size
669
Participants Below avg headcount
96th
Percentile by assets National rank
$408,078
Avg per participant High balance/head
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Official DOL plan name: Local Union 400 IBEW Joint Annuity Plan · Sponsored by Trustees of Local 400 IBEW Joint Annuity Fund · New Jersey · Construction

$273M in assets, 669 participants

Trustees of Local 400 IBEW Joint Annuity Fund's Local Union 400 IBEW Joint Annuity Plan reported $273M in total assets and 669 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,585 in Construction (9,030 peers)

Where Local Union 400 IBEW Joint Annuity Plan sits by assets

Local Union 400 IBEW Joint Annuity Plan sits in the top 5% of all filed plans by assets, $273M for 669 participants (~$408,078/participant), up 9.2% in 2023.

#8,585
in Construction (9,030 peers)
+9.2%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Local Union 400 IBEW Joint Annuity Plan's outsized position by total assets

Local Union 400 IBEW Joint Annuity Plan vs every filed plan by assets

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

$273,004,188 Top 4% higher than 96% 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

Local Union 400 IBEW Joint 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. Local Union 400 IBEW Joint Annuity Plan sits mid-pack in the medium band (669 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local Union 400 IBEW Joint Annuity Plan reported net income rose from -$12M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Local Union 400 IBEW Joint Annuity Plan end-of-year assets rose from $250M in the plan year 2022 filing to $273M in the plan year 2023 filing.
  • Local Union 400 IBEW Joint Annuity Plan reported participants fell from 677 in the plan year 2022 filing to 669 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222160644 · Trustees of Local 400 IBEW Joint Annuity Fund PY 2023 · Money Purchase

Local Union 400 IBEW Joint Annuity Plan · $273M · 669 · 96th

  • EIN $273M
  • RANK 669
  • PHOTO 96th
  • IND Money Purchase
  • EOY near Meba Pension Trust-Money Purchase Benefit Plan
  • 5500 ind #8585

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 →

Local Union 400 IBEW Joint Annuity Plan in the asset neighbourhood

Local Union 400 IBEW Joint Annuity PlanLocal Union 400 IBEW Joint A…$273MMeba Pension Trust-Money Purchase Benefit PlanMeba Pension Trust-Money Pur…$270MLaborers Local 1298 of Nassau & Suffolk Counties Annuity FundLaborers Local 1298 of Nassa…$269MArkansas Chapter NECA-IBEW Retirement PlanArkansas Chapter NECA-IBEW R…$265MThe Legal Aid Society Staff Attorneys Pension PlanThe Legal Aid Society Staff …$265M
End-of-year total assets ($M) among Local Union 400 IBEW Joint 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)$250M
Net Assets (End of Year)$273M
Net Income$23M
Employer EIN222160644
Plan Effective Date1976-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Local 400 IBEW Joint Annuity Fund)

Sponsor-wide plan assets over time

All Trustees of Local 400 IBEW Joint Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$276M 10.49165083343809% vs 2022
2024 filing year
$240M$250M$260M$270M$280M 202220232024 $250M $276M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 677 $250M
2023 1 669 $273M
2024 1 705 $276M

Nearby Money Purchase Plans in New Jersey

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

Local Union 400 IBEW Joint Annuity Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0100020003000400050006000 2004006008001000 Total assets ($M) Participants Local Union 400 IBEW Joint Annuity Plan, Total assets ($M): 273.004188 · Participants: 669Local Union 400 IBEW Joint Annuity PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety Plan
Local Union 400 IBEW Joint Annuity Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Local Union 400 IBEW Joint Annuity Plan side-by-side with 3 peers →

Local Union 400 IBEW Joint Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Meba Pension Trust-Money Purchase Benefit Plan in MD ($270M); by covered participants it is United Dairy Farmers, Inc. Money Purchase in OH (671 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (669 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 Local Union 400 IBEW Joint Annuity Plan assets move in 2023? ▼
Local Union 400 IBEW Joint Annuity Plan grew at a solid clip - up 9.2% during 2023, from $250M to $273M. Reported net income was $23M.
How have Trustees of Local 400 IBEW Joint Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Local 400 IBEW Joint Annuity Fund's sponsor-wide assets grew 10.5%, from $250M to $276M.
Where does Local Union 400 IBEW Joint Annuity Plan rank by assets among Form 5500 filers? ▼
Local Union 400 IBEW Joint Annuity Plan ranks in the 96th 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 Money Purchase plans are similar in size to Local Union 400 IBEW Joint Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Meba Pension Trust-Money Purchase Benefit Plan in MD ($270M, 2,948 participants).
Which Money Purchase plans cover a similar participant headcount to Local Union 400 IBEW Joint Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is United Dairy Farmers, Inc. Money Purchase in OH (671 participants, $16M 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 222160644.

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.