Profit Sharing · DOL Form 5500 · 2022
IBEW Local No. 236 Annuity Plan Profit Sharing Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 2,101
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $48,777
- Avg per participant Low balance/head
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.
- #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.
- #8,207
- in Finance & Insurance (9,261 peers)
- +11.5%
- assets growth YoY
- 1.0×
- 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 2022 · DOL Form 5500
$102,481,256 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
IBEW Local No. 236 Annuity Plan's large-plan peer group by participant headcount
Plan-year 2022 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 (2,101 participants).
DOL schedule card
Filing strip 518070174 · IBEW Local No. 236 Annuity Plan PY 2022 · Profit Sharing
IBEW Local No. 236 Annuity Plan · $102M · 2,101 · 93rd
- VS-ST $102M
- BOY 2,101
- SCH 93rd
- EBSA Profit Sharing
- PART near Dolese Bros. Co. Profit Sharing Plan
- TYPE ind #8207
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
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)
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
| 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.
- 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
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 Dolese Bros. Co. Profit Sharing Plan in OK ($103M); by covered participants it is Sarco Employees Retirement Plan in PR (2,101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,101 participants); asset peers above are excluded.
- Sarco Employees Retirement Plan (PR) 2,101 · 0 off
- Carpenter Co. Profit-Sharing Plan (VA) 2,096 · 5 off
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart (SC) 2,107 · 6 off
- Jefferson University Physicians Voluntary 403(b) Tda Plan (PA) 2,095 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.