Profit Sharing · DOL Form 5500 · 2022
IBEW Local Union No. 99 Profit Sharing Plan
Data updated 2026-08-11
- $153M
- Total assets
- 1,039
- Participants
- 95th
- Percentile by assets
- $147,580
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $153M
- total plan assets (2022 EOY)
- 1,039
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $147,580
- avg assets per participant
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan vs the 2022 asset distribution
By assets, International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
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)
| 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.
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan's numbers.
- By total assets, International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Rhode Island. Compare plans
- IBEW Local Union No. 99's sponsor-wide assets have grown 2.0% since 2022 across 2 plan years on file. More Finance & Insurance plans