Other · DOL Form 5500 · 2023

I.B.E.W. Local #81 Annuity Fund Joint Board of Trustees Retirement Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
524
Participants Below avg headcount
92nd
Percentile by assets National rank
$213,434
Avg per participant Above avg balance/head
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Official DOL plan name: Electricians Annuity Fund Local 81 · Sponsored by I.B.E.W. Local #81 Annuity Fund Joint Board of Trustees · Pennsylvania · Construction

$112M in assets, 524 participants

I.B.E.W. Local #81 Annuity Fund Joint Board of Trustees's Electricians Annuity Fund Local 81 reported $112M in total assets and 524 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,159 in Construction (9,030 peers)

Where Electricians Annuity Fund Local 81 sits by assets

Electricians Annuity Fund Local 81 sits in the top 10% of all filed plans by assets, $112M for 524 participants (~$213,434/participant), up 18.8% in 2023.

#8,159
in Construction (9,030 peers)
+18.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Electricians Annuity Fund Local 81's outsized position by total assets

Electricians Annuity Fund Local 81 vs every filed plan by assets

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

$111,839,497 Top 8% higher than 92% 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

Electricians Annuity Fund Local 81 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. Electricians Annuity Fund Local 81 sits mid-pack in the medium band (524 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Electricians Annuity Fund Local 81 reported net income rose from $1M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Electricians Annuity Fund Local 81 end-of-year assets rose from $94M in the plan year 2022 filing to $112M in the plan year 2023 filing.
  • Electricians Annuity Fund Local 81 reported participants fell from 545 in the plan year 2022 filing to 524 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 236535432 · I.B.E.W. Local #81 Annuity Fund Joint Board of Trustees PY 2023 · Other

Electricians Annuity Fund Local 81 · $112M · 524 · 92nd

  • ASSETS $112M
  • PCT 524
  • EIN 92nd
  • RANK Other
  • PHOTO near Mount Saint Mary's University 403(b) Retirement Pl
  • IND ind #8159

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 Pennsylvania →

Electricians Annuity Fund Local 81 in the asset neighbourhood

Maryland Institute College of Art Defined Contribution 403(b) Retirement PlanMaryland Institute College o…$112MThe Legal Services Nyc Tax Deferred Annuity PlanThe Legal Services Nyc Tax D…$112MThe Queen's Health Systems Retirement Plus PlanThe Queen's Health Systems R…$112MElectricians Annuity Fund Local 81Electricians Annuity Fund Lo…$112MMount Saint Mary's University 403(b) Retirement PlMount Saint Mary's Universit…$112M
End-of-year total assets ($M) among Electricians Annuity Fund Local 81 and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$112M
Net Income$18M
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)

Sponsor-wide plan assets over time

All I.B.E.W. Local #81 Annuity Fund Joint Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$123M 30.81511918017643% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $94.2M $123M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 545 $94M
2023 1 524 $112M
2024 1 508 $123M

Nearby Other Plans in Pennsylvania

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

Electricians Annuity Fund Local 81 vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Electricians Annuity Fund Local 81, Total assets ($B): 0.111839497 · Participants: 524Electricians Annuity Fund Local 81The University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Electricians Annuity Fund Local 81 vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Electricians Annuity Fund Local 81 side-by-side with 3 peers →

Electricians Annuity Fund Local 81's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Mount Saint Mary's University 403(b) Retirement Pl in CA ($112M); by covered participants it is Momentum for Health 403b Retirement Plan in CA (524 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (524 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 Electricians Annuity Fund Local 81 assets move in 2023? ▼
Electricians Annuity Fund Local 81 grew sharply - up 18.8% during 2023, from $94M to $112M. Reported net income was $18M.
How have I.B.E.W. Local #81 Annuity Fund Joint Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.B.E.W. Local #81 Annuity Fund Joint Board of Trustees's sponsor-wide assets grew 30.8%, from $94M to $123M.
Where does Electricians Annuity Fund Local 81 rank by assets among Form 5500 filers? ▼
Electricians Annuity Fund Local 81 ranks in the 92nd 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 Other plans are similar in size to Electricians Annuity Fund Local 81? ▼
Among Other plans in other states, the closest by assets is Mount Saint Mary's University 403(b) Retirement Pl in CA ($112M, 630 participants).
Which Other plans cover a similar participant headcount to Electricians Annuity Fund Local 81? ▼
Among Other plans in other states, the closest by covered participants is Momentum for Health 403b Retirement Plan in CA (524 participants, $42M 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 236535432.

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.