Profit Sharing · DOL Form 5500 · 2022
IBEW Local No. 236 Annuity Plan Profit Sharing Plan
Data updated 2026-08-11
- $102M
- Total assets
- 2,101
- Participants
- 93rd
- Percentile by assets
- $48,777
- Avg per participant
Official DOL plan name: IBEW Local No. 236 Annuity Plan · Sponsored by IBEW Local No. 236 Annuity Plan · New York · Finance & Insurance
$102M in assets, 2,101 participants
IBEW Local No. 236 Annuity Plan's IBEW Local No. 236 Annuity Plan reported $102M in total assets and 2,101 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #8,207 in Finance & Insurance (9,261 peers)
Coverage in New York
IBEW Local No. 236 Annuity Plan covers 2,101 participants in New York, 2.6x the typical New York plan (state average ~798 per filing). Assets: $102M.
- $102M
- total plan assets (2022 EOY)
- 2,101
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $48,777
- avg assets per participant
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. IBEW Local No. 236 Annuity Plan reports 2,101 participants - 2.6x that state average ($102M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | $11M |
| Employer EIN | 518070174 |
| Plan Effective Date | 1972-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local No. 236 Annuity Plan)
| 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
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to IBEW Local No. 236 Annuity Plan by total assets, not by location.
- Dolese Bros. Co. Profit Sharing Plan (OK) $103M · 975
- Healthalliance Partnership Retirement Savings Plan (MA) $102M · 1,360
- Duquesne Family Office LLC Profit Sharing Plan (PA) $103M · 43
- Au Medical Center, Inc. 401(a) Retirement Sav Plan (GA) $101M · 3,655
Frequently Asked Questions
How did IBEW Local No. 236 Annuity Plan assets move in 2022? ▼
How have IBEW Local No. 236 Annuity Plan plan assets changed over time? ▼
Where does IBEW Local No. 236 Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to IBEW Local No. 236 Annuity Plan? ▼
Next read for IBEW Local No. 236 Annuity Plan
Filing takeaways
Ways to act on IBEW Local No. 236 Annuity Plan's numbers.
- By total assets, IBEW Local No. 236 Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- IBEW Local No. 236 Annuity Plan's sponsor-wide assets have grown 28.6% since 2022 across 3 plan years on file. More Finance & Insurance plans