Profit Sharing · DOL Form 5500 · 2023

Board of Trustees Annuity Fund IBEW Local 96 Profit Sharing Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
694
Participants Below avg headcount
91st
Percentile by assets National rank
$148,637
Avg per participant Above avg balance/head
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Official DOL plan name: Annuity Plan IBEW Local 96 · Sponsored by Board of Trustees Annuity Fund IBEW Local 96 · Connecticut · Construction

$103M in assets, 694 participants

Board of Trustees Annuity Fund IBEW Local 96's Annuity Plan IBEW Local 96 reported $103M in total assets and 694 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,112 in Construction (9,030 peers)

Where Annuity Plan IBEW Local 96 sits by assets

Annuity Plan IBEW Local 96 sits in the top 10% of all filed plans by assets, $103M for 694 participants (~$148,637/participant), up 7.0% in 2023.

#8,112
in Construction (9,030 peers)
+7.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Annuity Plan IBEW Local 96's outsized position by total assets

Annuity Plan IBEW Local 96 vs every filed plan by assets

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

$103,153,963 Top 9% higher than 91% 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

Annuity Plan IBEW Local 96 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. Annuity Plan IBEW Local 96 sits mid-pack in the medium band (694 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Annuity Plan IBEW Local 96 end-of-year assets rose from $96M in the plan year 2022 filing to $103M in the plan year 2023 filing.
  • Annuity Plan IBEW Local 96 reported net income rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Annuity Plan IBEW Local 96 reported participants rose from 673 in the plan year 2022 filing to 694 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 046295080 · Board of Trustees Annuity Fund IBEW Local 96 PY 2023 · Profit Sharing

Annuity Plan IBEW Local 96 · $103M · 694 · 91st

  • IND $103M
  • EOY 694
  • 5500 91st
  • ASSETS Profit Sharing
  • PCT near Golub Corporation Profit Sharing Plan
  • EIN ind #8112

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 Connecticut →

Annuity Plan IBEW Local 96 in the asset neighbourhood

Int Brotherhood of Electrical Workers Local 141 Profit Sharing PlanInt Brotherhood of Electrica…$104MAnnuity Plan IBEW Local 96$103MGolub Corporation Profit Sharing PlanGolub Corporation Profit Sha…$103MSchiff Hardin LLP Professional Retirement Plan ISchiff Hardin LLP Profession…$103MJohn W. Bristol & Co. Inc. Employees Profit Sharing Retirement PlanJohn W. Bristol & Co. Inc. E…$102M
End-of-year total assets ($M) among Annuity Plan IBEW Local 96 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$103M
Net Income$7M
Employer EIN046295080
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Annuity Fund IBEW Local 96)

Sponsor-wide plan assets over time

All Board of Trustees Annuity Fund IBEW Local 96 plans reported in each filing year

Latest sponsor-wide plan assets
$178M 14.647529825658667% vs 2022
2024 filing year
$150M$160M$170M$180M$190M 202220232024 $155M $178M ▲ +14.6%
Year Plans Participants Total Assets
2022 2 942 $155M
2023 2 968 $165M
2024 2 1,022 $178M

Nearby Profit Sharing Plans in Connecticut

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

Annuity Plan IBEW Local 96 vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.5 Total assets ($B) Participants Annuity Plan IBEW Local 96, Total assets ($B): 0.103153963 · Participants: 694Annuity Plan IBEW Local 96North Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.288455949 · Participants: 11025North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.466980856 · Participants: 3094Connecticut Children's Retirement Savings PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.449271257 · Participants: 989The Lee Company Profit Sharing PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.245691491 · Participants: 2559Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.24493598 · Participants: 3065Connecticut Laborers' Annuity Plan
Annuity Plan IBEW Local 96 vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Annuity Plan IBEW Local 96 side-by-side with 3 peers →

Annuity Plan IBEW Local 96's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Golub Corporation Profit Sharing Plan in NY ($103M); by covered participants it is International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan in RI (694 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (694 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 Annuity Plan IBEW Local 96 assets move in 2023? ▼
Annuity Plan IBEW Local 96 grew at a solid clip - up 7.0% during 2023, from $96M to $103M. Reported net income was $7M.
How have Board of Trustees Annuity Fund IBEW Local 96 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Annuity Fund IBEW Local 96's sponsor-wide assets grew 14.6%, from $155M to $178M.
Where does Annuity Plan IBEW Local 96 rank by assets among Form 5500 filers? ▼
Annuity Plan IBEW Local 96 ranks in the 91st 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 Profit Sharing plans are similar in size to Annuity Plan IBEW Local 96? ▼
Among Profit Sharing plans in other states, the closest by assets is Golub Corporation Profit Sharing Plan in NY ($103M, 6,678 participants).
Which Profit Sharing plans cover a similar participant headcount to Annuity Plan IBEW Local 96? ▼
Among Profit Sharing plans in other states, the closest by covered participants is International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan in RI (694 participants, $179M 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 046295080.

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.