Other · DOL Form 5500 · 2023

IBEW Local Union 325 Retirement Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
382
Participants Below avg headcount
83rd
Percentile by assets National rank
$105,936
Avg per participant Below avg balance/head
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Official DOL plan name: IBEW Local 325 Annuity Fund · Sponsored by IBEW Local Union 325 · New York · Finance & Insurance

$40M in assets, 382 participants

IBEW Local Union 325's IBEW Local 325 Annuity Fund reported $40M in total assets and 382 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,581 in Finance & Insurance (8,869 peers)

Coverage in New York

IBEW Local 325 Annuity Fund covers 382 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $40M.

#6,581
in Finance & Insurance (8,869 peers)
+8.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

IBEW Local 325 Annuity Fund's outsized position by total assets

IBEW Local 325 Annuity Fund vs every filed plan by assets

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

$40,467,689 Top 17% higher than 83% 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 325 Annuity Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW Local 325 Annuity Fund sits mid-pack in the medium band (382 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local 325 Annuity Fund reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • IBEW Local 325 Annuity Fund end-of-year assets rose from $37M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • IBEW Local 325 Annuity Fund reported participants rose from 371 in the plan year 2022 filing to 382 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 161368200 · IBEW Local Union 325 PY 2023 · Other

IBEW Local 325 Annuity Fund · $40M · 382 · 83rd

  • PART $40M
  • PART 382
  • PART 83rd
  • PART Other
  • PART near Cleveland Institute of Music Retirement Plan
  • PART ind #6581

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 325 Annuity Fund in the asset neighbourhood

Oklahoma State University Foundation 403(b) Retirement PlanOklahoma State University Fo…$41MJune Shelton School and Evaluation Center 403(b) DC and Tda PlanJune Shelton School and Eval…$40MIBEW Local 325 Annuity Fund$40MCleveland Institute of Music Retirement PlanCleveland Institute of Music…$40MCapital Hospice 403(b) Retirement PlanCapital Hospice 403(b) Retir…$40M
End-of-year total assets ($M) among IBEW Local 325 Annuity Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$40M
Net Income$3M
Employer EIN161368200
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local Union 325)

Sponsor-wide plan assets over time

All IBEW Local Union 325 plans reported in each filing year

Latest sponsor-wide plan assets
$42M 12.603672610820485% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $37.3M $42M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 371 $37M
2023 1 382 $40M
2024 1 385 $42M

Nearby Other Plans in New York

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

IBEW Local 325 Annuity Fund vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants IBEW Local 325 Annuity Fund, Total assets ($B): 0.040467689 · Participants: 382IBEW Local 325 Annuity FundNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
IBEW Local 325 Annuity Fund vs. nearby Other plans in New York, assets vs. participants
Compare IBEW Local 325 Annuity Fund side-by-side with 3 peers →

IBEW Local 325 Annuity Fund's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Cleveland Institute of Music Retirement Plan in OH ($40M); by covered participants it is Ccnrc 403b Plan in MD (382 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (382 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 325 Annuity Fund assets move in 2023? ▼
IBEW Local 325 Annuity Fund grew at a solid clip - up 8.5% during 2023, from $37M to $40M. Reported net income was $3M.
How have IBEW Local Union 325 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local Union 325's sponsor-wide assets grew 12.6%, from $37M to $42M.
Where does IBEW Local 325 Annuity Fund rank by assets among Form 5500 filers? ▼
IBEW Local 325 Annuity Fund ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to IBEW Local 325 Annuity Fund? ▼
Among Other plans in other states, the closest by assets is Cleveland Institute of Music Retirement Plan in OH ($40M, 130 participants).
Which Other plans cover a similar participant headcount to IBEW Local 325 Annuity Fund? ▼
Among Other plans in other states, the closest by covered participants is Ccnrc 403b Plan in MD (382 participants, $5M 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 161368200.

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.