Profit Sharing · DOL Form 5500 · 2023

Board of Trustees of the Annuity Plan of the Electrical Industry Profit Sharing Plan

Data updated 2026-08-06

$2.2B
Total assets: 18,907
Participants: 99th
Percentile by assets: $116,911
Avg per participant

Official DOL plan name: Annuity Plan of the Electrical Industry · Sponsored by Board of Trustees of the Annuity Plan of the Electrical Industry · New York · Construction

$2.2B in assets, 18,907 participants

Board of Trustees of the Annuity Plan of the Electrical Industry's Annuity Plan of the Electrical Industry reported $2.2B in total assets and 18,907 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 126,618 plans)
#8,948 in Construction (8,993 peers)

Coverage in New York

Annuity Plan of the Electrical Industry covers 18,907 participants in New York, 24x the typical New York plan (state average ~795 per filing). Assets: $2.2B.

$2.2B
total plan assets (2023 EOY): 18,907
covered participants: 99th
percentile by assets (of 126,618 plans): $116,911
avg assets per participant

Annuity Plan of the Electrical Industry reported net income rose from -$6M in the plan year 2022 filing to $227M in the plan year 2023 filing.
Annuity Plan of the Electrical Industry end-of-year assets rose from $2.0B in the plan year 2022 filing to $2.2B in the plan year 2023 filing.
Annuity Plan of the Electrical Industry reported participants fell from 19,997 in the plan year 2022 filing to 18,907 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Construction

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Annuity Plan of the Electrical Industry reports 18,907 participants - 24x that state average ($2.2B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$2.0B
Net Assets (End of Year)	$2.2B
Net Income	$227M
Employer EIN	136123600
Plan Effective Date	1957-12-11
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of the Annuity Plan of the Electrical Industry)

Total plan assets by year, all Board of Trustees of the Annuity Plan of the Electrical Industry plans on file

Year	Plans	Participants	Total Assets
2022	1	19,997	$2.0B
2023	1	18,907	$2.2B

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 vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
The Research Foundation for Suny Retirement Plan $1.2B · 10,120
Mason Tenders District Council Annuity Fund $913M · 11,237
Rochester Regional Health 403(b) Defined Contribution Plan $861M · 15,433

Compare Annuity Plan of the Electrical Industry side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Annuity Plan of the Electrical Industry by total assets, not by location.

Tax Deferred Savings Plan of Novant Health, Inc. (NC) $2.2B · 36,057
Eastern Atlantic States Carpenters Annuity Fund (PA) $2.1B · 17,441
University of Notre Dame 403(b) Retirement Plan (IN) $2.4B · 9,969
Emory Healthcare, Inc. Retirement Savings and Matching Plan (GA) $2.4B · 20,830

Frequently Asked Questions

How did Annuity Plan of the Electrical Industry assets move in 2023? ▼

Annuity Plan of the Electrical Industry grew at a solid clip - up 11.5% during 2023, from $2.0B to $2.2B. Reported net income was $227M.

How have Board of Trustees of the Annuity Plan of the Electrical Industry plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Board of Trustees of the Annuity Plan of the Electrical Industry's sponsor-wide assets grew 11.5%, from $2.0B to $2.2B.

Where does Annuity Plan of the Electrical Industry rank by assets among Form 5500 filers? ▼

Annuity Plan of the Electrical Industry ranks in the 99th percentile by end-of-year assets among 126,618 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).

Which Profit Sharing plans are similar in size to Annuity Plan of the Electrical Industry? ▼

Among Profit Sharing plans in other states, the closest by assets is Tax Deferred Savings Plan of Novant Health, Inc. in NC ($2.2B, 36,057 participants).

Next read for Annuity Plan of the Electrical Industry

Filing takeaways

Ways to act on Annuity Plan of the Electrical Industry's numbers.

By total assets, Annuity Plan of the Electrical Industry ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Board of Trustees of the Annuity Plan of the Electrical Industry's sponsor-wide assets have grown 11.5% since 2022 across 2 plan years on file. More Construction plans

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 136123600.