Money Purchase · DOL Form 5500 · 2024
Board of Trust of the Annuity Fd of the Electrical Industry of Li Money Purchase Plan
Data updated 2026-08-11
- $446M
- Total assets
- 2,386
- Participants
- 97th
- Percentile by assets
- $186,777
- Avg per participant
Official DOL plan name: Annuity Fd of the Electrical Industry of Long Island · Sponsored by Board of Trust of the Annuity Fd of the Electrical Industry of Li · New York · Construction
$446M in assets, 2,386 participants
Board of Trust of the Annuity Fd of the Electrical Industry of Li's Annuity Fd of the Electrical Industry of Long Island reported $446M in total assets and 2,386 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #8,722 in Construction (9,039 peers)
Coverage in New York
Annuity Fd of the Electrical Industry of Long Island covers 2,386 participants in New York, 3.0x the typical New York plan (state average ~798 per filing). Assets: $446M.
- $446M
- total plan assets (2024 EOY)
- 2,386
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $186,777
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Annuity Fd of the Electrical Industry of Long Island reported net income rose from $20M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Annuity Fd of the Electrical Industry of Long Island end-of-year assets rose from $420M in the plan year 2023 filing to $446M in the plan year 2024 filing.
- Annuity Fd of the Electrical Industry of Long Island reported participants rose from 2,345 in the plan year 2023 filing to 2,386 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Annuity Fd of the Electrical Industry of Long Island reports 2,386 participants - 3.0x that state average ($446M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $420M |
|---|---|
| Net Assets (End of Year) | $445M |
| Net Income | $26M |
| Employer EIN | 116045930 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trust of the Annuity Fd of the Electrical Industry of Li)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,186 | $400M |
| 2023 | 1 | 2,345 | $420M |
| 2024 | 1 | 2,386 | $446M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Annuity Fd of the Electrical Industry of Long Island vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Annuity Fd of the Electrical Industry of Long Island by total assets, not by location.
Frequently Asked Questions
How did Annuity Fd of the Electrical Industry of Long Island assets move in 2024? ▼
How have Board of Trust of the Annuity Fd of the Electrical Industry of Li plan assets changed over time? ▼
Where does Annuity Fd of the Electrical Industry of Long Island rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Annuity Fd of the Electrical Industry of Long Island's numbers.
- By total assets, Annuity Fd of the Electrical Industry of Long Island ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trust of the Annuity Fd of the Electrical Industry of Li's sponsor-wide assets have grown 11.5% since 2022 across 3 plan years on file. More Construction plans