Profit Sharing · DOL Form 5500 · 2023

IBEW Local No. 236 Annuity Plan Profit Sharing Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
2,058
Participants Near avg headcount
92nd
Percentile by assets National rank
$56,163
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: IBEW Local No. 236 Annuity Plan · Sponsored by IBEW Local No. 236 Annuity Plan · New York · Finance & Insurance

$116M in assets, 2,058 participants

IBEW Local No. 236 Annuity Plan's IBEW Local No. 236 Annuity Plan reported $116M in total assets and 2,058 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.

  • #7,803 in Finance & Insurance (8,869 peers)

Coverage in New York

IBEW Local No. 236 Annuity Plan covers 2,058 participants in New York, 2.6x the typical New York plan (state average ~798 per filing). Assets: $116M.

#7,803
in Finance & Insurance (8,869 peers)
+12.8%
assets growth YoY
1.2×
vs typical plan assets (national mean)

IBEW Local No. 236 Annuity Plan's outsized position by total assets

IBEW Local No. 236 Annuity Plan vs every filed plan by assets

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

$115,584,029 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

IBEW Local No. 236 Annuity Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW Local No. 236 Annuity Plan lands in the large band (2,058 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local No. 236 Annuity Plan reported net income rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • IBEW Local No. 236 Annuity Plan end-of-year assets rose from $102M in the plan year 2022 filing to $116M in the plan year 2023 filing.
  • IBEW Local No. 236 Annuity Plan reported participants fell from 2,101 in the plan year 2022 filing to 2,058 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 518070174 · IBEW Local No. 236 Annuity Plan PY 2023 · Profit Sharing

IBEW Local No. 236 Annuity Plan · $116M · 2,058 · 92nd

  • SCH $116M
  • EBSA 2,058
  • PART 92nd
  • TYPE Profit Sharing
  • NET near Electrical Workers IBEW Local 163 Annuity Fund
  • BOOK ind #7803

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 Finance & Insurance retirement plans → · Plans in New York →

IBEW Local No. 236 Annuity Plan in the asset neighbourhood

John D. & Catherine T. Macarthur Foundation Retirement PlanJohn D. & Catherine T. Macar…$117MRiverside Healthcare 401(a) Savings PlanRiverside Healthcare 401(a) …$117MStanford Health Care Tri-Valley 403(b) PlanStanford Health Care Tri-Val…$116MIBEW Local No. 236 Annuity PlanIBEW Local No. 236 Annuity P…$116MElectrical Workers IBEW Local 163 Annuity FundElectrical Workers IBEW Loca…$115M
End-of-year total assets ($M) among IBEW Local No. 236 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$115M
Net Income$13M
Employer EIN518070174
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local No. 236 Annuity Plan)

Sponsor-wide plan assets over time

All IBEW Local No. 236 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$132M 28.603502868856328% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $102M $132M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 2,101 $102M
2023 1 2,058 $116M
2024 1 1,438 $132M

Nearby Profit Sharing Plans in New York

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

IBEW Local No. 236 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 00.511.522.5 Total assets ($B) Participants IBEW Local No. 236 Annuity Plan, Total assets ($B): 0.115584029 · Participants: 2058IBEW Local No. 236 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
IBEW Local No. 236 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare IBEW Local No. 236 Annuity Plan side-by-side with 3 peers →

IBEW Local No. 236 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Electrical Workers IBEW Local 163 Annuity Fund in NJ ($115M); by covered participants it is Roofers Union Local 30 Combined Annuity Fund in MI (2,061 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,058 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 IBEW Local No. 236 Annuity Plan assets move in 2023? ▼
IBEW Local No. 236 Annuity Plan grew at a solid clip - up 12.8% during 2023, from $102M to $116M. Reported net income was $13M.
How have IBEW Local No. 236 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local No. 236 Annuity Plan's sponsor-wide assets grew 28.6%, from $102M to $132M.
Where does IBEW Local No. 236 Annuity Plan rank by assets among Form 5500 filers? ▼
IBEW Local No. 236 Annuity Plan 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 Profit Sharing plans are similar in size to IBEW Local No. 236 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Electrical Workers IBEW Local 163 Annuity Fund in NJ ($115M, 413 participants).
Which Profit Sharing plans cover a similar participant headcount to IBEW Local No. 236 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Roofers Union Local 30 Combined Annuity Fund in MI (2,061 participants, $106M 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 518070174.

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.