Profit Sharing · DOL Form 5500 · 2022
IBEW Local Union No. 99 Profit Sharing Plan
Data updated 2026-08-25
- $153M
- Total assets Near avg plan size
- 1,039
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $147,580
- Avg per participant Above avg balance/head
Official DOL plan name: International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan · Sponsored by IBEW Local Union No. 99 · Rhode Island · Finance & Insurance
$153M in assets, 1,039 participants
IBEW Local Union No. 99's International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan reported $153M in total assets and 1,039 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #8,440 in Finance & Insurance (9,261 peers)
Where International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan sits by assets
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan sits in the top 5% of all filed plans by assets, $153M for 1,039 participants (~$147,580/participant), up 3.6% in 2022.
- #8,440
- in Finance & Insurance (9,261 peers)
- +3.6%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan's outsized position by total assets
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$153,335,460 Top 5% higher than 95% 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
International Brotherhood of Electrical Workers Local Union No. 99 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. International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan lands in the large band (1,039 participants).
Form 5500 schedule snapshot
Filing strip 056049537 · IBEW Local Union No. 99 PY 2022 · Profit Sharing
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan · $153M · 1,039 · 95th
- PART $153M
- PART 1,039
- PART 95th
- PART Profit Sharing
- PART near Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
- PART ind #8440
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 Rhode Island →
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $153M |
| Net Income | $5M |
| Employer EIN | 056049537 |
| Plan Effective Date | 1973-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local Union No. 99)
Sponsor-wide plan assets over time
All IBEW Local Union No. 99 plans reported in each filing year
- Latest sponsor-wide plan assets
- $322M 1.967726294558749% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,059 | $316M |
| 2023 | 2 | 1,688 | $322M |
Nearby Profit Sharing Plans in Rhode Island
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Care New England 403(b) Match & Savings Plan $427M · 7,302
- Textron Retirement Account Plan Trust $291M · 10,515
- Brown Physicians, Inc. 401(a) Plan $237M · 949
- Iuoe Local 57 Annuity Plan $120M · 871
- The Gordon School 403(b) Retirement Plan $20M · 85
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Rhode Island, the nearest Profit Sharing by assets is Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan in GA ($154M); by covered participants it is Southern Tier Building Trades Laborers Profit Sharing Plan in NY (1,039 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($153M here).
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan (GA) $154M · 2,400
- Scot Industries, Inc. Profit Sharing Trust (TX) $154M · 789
- Steamfitters Surety Fund Local Union No 475 (NJ) $152M · 1,615
- Lakeland Regional Medical Center Retirement Plan Trust (FL) $155M · 7,487
Similar participant headcount
Nearest other-state filings by covered participants (1,039 participants); asset peers above are excluded.
- Southern Tier Building Trades Laborers Profit Sharing Plan (NY) 1,039 · 0 off
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico (PR) 1,038 · 1 off
- Sheet Metal Workers Local Union No. 12 Annuity Fund (PA) 1,041 · 2 off
- Indiana State Council of Plasterers & Cement Masons Pension Fund (IN) 1,035 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.