Profit Sharing · DOL Form 5500 · 2023

Board of Trustees of IBEW Local 139 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
232
Participants Below avg headcount
75th
Percentile by assets National rank
$97,420
Avg per participant Below avg balance/head
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Official DOL plan name: I.B.E.W. Local 139 Annuity Plan · Sponsored by Board of Trustees of IBEW Local 139 Annuity Fund · New York · Construction

$23M in assets, 232 participants

Board of Trustees of IBEW Local 139 Annuity Fund's I.B.E.W. Local 139 Annuity Plan reported $23M in total assets and 232 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,634 in Construction (9,030 peers)

Coverage in New York

I.B.E.W. Local 139 Annuity Plan covers 232 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $23M.

#6,634
in Construction (9,030 peers)
+13.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

I.B.E.W. Local 139 Annuity Plan's outsized position by total assets

I.B.E.W. Local 139 Annuity Plan vs every filed plan by assets

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

$22,601,431 Top 25% higher than 75% 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

I.B.E.W. Local 139 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. I.B.E.W. Local 139 Annuity Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.B.E.W. Local 139 Annuity Plan reported net income rose from $961K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • I.B.E.W. Local 139 Annuity Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • I.B.E.W. Local 139 Annuity Plan reported participants rose from 225 in the plan year 2022 filing to 232 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 516029959 · Board of Trustees of IBEW Local 139 Annuity Fund PY 2023 · Profit Sharing

I.B.E.W. Local 139 Annuity Plan · $23M · 232 · 75th

  • SCH $23M
  • EBSA 232
  • PART 75th
  • TYPE Profit Sharing
  • NET near Composition Roofers #4 Annuity Fund
  • BOOK ind #6634

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 →

I.B.E.W. Local 139 Annuity Plan in the asset neighbourhood

Hubbell Caribe, Inc. Employees' Retirement PlanHubbell Caribe, Inc. Employe…$23MFrancis Realty Inc Profit Sharing PlanFrancis Realty Inc Profit Sh…$23MNational Trust for Historic Preservation in the US 403(b) PlanNational Trust for Historic …$23MComposition Roofers #4 Annuity FundComposition Roofers #4 Annui…$23MI.B.E.W. Local 139 Annuity PlanI.B.E.W. Local 139 Annuity P…$23M
End-of-year total assets ($M) among I.B.E.W. Local 139 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN516029959
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of IBEW Local 139 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees of IBEW Local 139 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$25M 27.643144536207696% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.9M $25.4M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 225 $20M
2023 1 232 $23M
2024 1 220 $25M

Nearby Profit Sharing Plans in New York

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

I.B.E.W. Local 139 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants I.B.E.W. Local 139 Annuity Plan, Total assets ($B): 0.022601431 · Participants: 232I.B.E.W. Local 139 Annuity PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
I.B.E.W. Local 139 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare I.B.E.W. Local 139 Annuity Plan side-by-side with 3 peers →

I.B.E.W. Local 139 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Composition Roofers #4 Annuity Fund in NJ ($23M); by covered participants it is Paratransit Services 403(b) Plan in WA (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 I.B.E.W. Local 139 Annuity Plan assets move in 2023? ▼
I.B.E.W. Local 139 Annuity Plan grew at a solid clip - up 13.4% during 2023, from $20M to $23M. Reported net income was $3M.
How have Board of Trustees of IBEW Local 139 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of IBEW Local 139 Annuity Fund's sponsor-wide assets grew 27.6%, from $20M to $25M.
Where does I.B.E.W. Local 139 Annuity Plan rank by assets among Form 5500 filers? ▼
I.B.E.W. Local 139 Annuity Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to I.B.E.W. Local 139 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Composition Roofers #4 Annuity Fund in NJ ($23M, 141 participants).
Which Profit Sharing plans cover a similar participant headcount to I.B.E.W. Local 139 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Paratransit Services 403(b) Plan in WA (232 participants, $4M 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 516029959.

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.