Profit Sharing · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$2.2B
Total assets Very large vs avg
18,907
Participants Very large workforce
99th
Percentile by assets National rank
$116,911
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #8,985 in Construction (9,030 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 ~798 per filing). Assets: $2.2B.

#8,985
in Construction (9,030 peers)
+11.5%
assets growth YoY
22×
vs typical plan assets (national mean)

Annuity Plan of the Electrical Industry's outsized position by total assets

Annuity Plan of the Electrical Industry vs every filed plan by assets

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

$2,210,433,172 Top 1% higher than 99% 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

Annuity Plan of the Electrical Industry's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Plan of the Electrical Industry is a mega filing (18,907 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 136123600 · Board of Trustees of the Annuity Plan of the Electrical Industry PY 2023 · Profit Sharing

Annuity Plan of the Electrical Industry · $2.2B · 18,907 · 99th

  • SCH $2.2B
  • EBSA 18,907
  • PART 99th
  • TYPE Profit Sharing
  • NET near Tax Deferred Savings Plan of Novant Health, Inc.
  • BOOK ind #8985

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 Construction retirement plans → · Plans in New York →

Annuity Plan of the Electrical Industry in the asset neighbourhood

Emory Healthcare, Inc. Retirement Savings and Matching PlanEmory Healthcare, Inc. Retir…$2.4BUniversity of Notre Dame 403(b) Retirement PlanUniversity of Notre Dame 403…$2.4BTax Deferred Savings Plan of Novant Health, Inc.Tax Deferred Savings Plan of…$2.2BAnnuity Plan of the Electrical IndustryAnnuity Plan of the Electric…$2.2BEastern Atlantic States Carpenters Annuity FundEastern Atlantic States Carp…$2.1B
End-of-year total assets ($B) among Annuity Plan of the Electrical Industry and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$2.0B
Net Assets (End of Year)$2.2B
Net Income$227M
Employer EIN136123600
Plan Effective Date1957-12-11
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees of the Annuity Plan of the Electrical Industry plans reported in each filing year

Latest sponsor-wide plan assets
$2.3B 15.819820692796815% vs 2022
2024 filing year
$1.9B$2B$2.1B$2.2B$2.3B$2.4B 202220232024 $1.98B $2.3B ▲ +16.2%
Year Plans Participants Total Assets
2022 1 19,997 $2.0B
2023 1 18,907 $2.2B
2024 1 18,200 $2.3B

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 Scatter plot of 6 data points. 05000100001500020000 0.511.522.5 Total assets ($B) Participants Annuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity FundRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.861435514 · Participants: 15433Rochester Regional Health 403(b) Defined Contribution Plan
Annuity Plan of the Electrical Industry vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Annuity Plan of the Electrical Industry side-by-side with 3 peers →

Scale composition for Annuity Plan of the Electrical Industry

Annuity Plan of the Electrical Industry reports $2.2B in end-of-year assets across 18,907 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $116,911 per participant (85% of the national average assets-per-participant) . Net income for plan year 2023 was $227M.

This plan identity (EIN 136123600, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.3B (+15.8%) while covered participants moved from 19,997 to 18,200 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 19,997 $2.0B Open filing
2023 18,907 $2.2B This page
2024 · index core 18,200 $2.3B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Annuity Plan of the Electrical Industry's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Tax Deferred Savings Plan of Novant Health, Inc. in NC ($2.2B); by covered participants it is Emory University Retirement Plan in GA (18,725 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18,907 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 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 3 plan years on file (2022-2024), Board of Trustees of the Annuity Plan of the Electrical Industry's sponsor-wide assets grew 15.8%, from $2.0B to $2.3B.
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 127,072 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).
Which Profit Sharing plans cover a similar participant headcount to Annuity Plan of the Electrical Industry? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Emory University Retirement Plan in GA (18,725 participants, $4.9B 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 136123600.

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.