Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

ELECTRICIANS ANNUITY FUND LOCAL 81

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

I.B.E.W. LOCAL #81 ANNUITY FUND JOINT BOARD OF TRUSTEES

This Profit Sharing plan holds $112M in total assets and serves 524 participants as of 2023. It is sponsored by I.B.E.W. LOCAL #81 ANNUITY FUND JOINT BOARD OF TRUSTEES in Pennsylvania. The plan reported positive net income of $18M for the year.

Total Assets (2023)
$112M
Participants
524
State
Industry
Construction

What the Filing Says About ELECTRICIANS ANNUITY FUND LOCAL 81

ELECTRICIANS ANNUITY FUND LOCAL 81 is a Profit Sharing retirement plan sponsored by I.B.E.W. LOCAL #81 ANNUITY FUND JOINT BOARD OF TRUSTEES, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $112M in total end-of-year assets and covers 524 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 236535432, and the plan has been effective since 1963-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $94M at the beginning of 2023 to $112M at year-end — a gain of 18.8%. Net assets (after liabilities) closed the year at $112M, with reported net income of $18M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$94M
Total Assets (End of Year)$112M
Net Assets (End of Year)$112M
Net Income$18M
Plan TypeProfit Sharing
Employer EIN236535432
Plan Effective Date1963-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I.B.E.W. LOCAL #81 ANNUITY FUND JOINT BOARD OF TRUSTEES)

Year Plans Participants Total Assets
2022 1 545 $94M
2023 1 524 $112M

Nearby Profit Sharing Plans in Pennsylvania

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Frequently Asked Questions

How much money is in the ELECTRICIANS ANNUITY FUND LOCAL 81?
As of the 2023 Form 5500 filing, ELECTRICIANS ANNUITY FUND LOCAL 81 holds $112M in total assets with 524 participants. It is sponsored by I.B.E.W. LOCAL #81 ANNUITY FUND JOINT BOARD OF TRUSTEES.
What type of plan is ELECTRICIANS ANNUITY FUND LOCAL 81?
ELECTRICIANS ANNUITY FUND LOCAL 81 is a Profit Sharing plan. It has been effective since 1963-08-01. The plan is filed with the U.S. Department of Labor under EIN 236535432.
Who sponsors the ELECTRICIANS ANNUITY FUND LOCAL 81?
ELECTRICIANS ANNUITY FUND LOCAL 81 is sponsored by I.B.E.W. LOCAL #81 ANNUITY FUND JOINT BOARD OF TRUSTEES, located in Pennsylvania. The sponsor's EIN is 236535432 and the plan operates in the Construction industry.
How did ELECTRICIANS ANNUITY FUND LOCAL 81 perform in 2023?
ELECTRICIANS ANNUITY FUND LOCAL 81 grew by 18.8% during 2023, moving from $94M to $112M in total assets. Net income was $18M.
Where can I find official filings for ELECTRICIANS ANNUITY FUND LOCAL 81?
Official Form 5500 filings for ELECTRICIANS ANNUITY FUND LOCAL 81 are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 236535432 or plan name at efast.dol.gov.
How does ELECTRICIANS ANNUITY FUND LOCAL 81 compare to other plans?
You can compare ELECTRICIANS ANNUITY FUND LOCAL 81 against other Profit Sharing plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 236535432.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.