Money Purchase · DOL Form 5500 · 2024
Board of Trust of the Annuity Fd of the Electrical Industry of Li Money Purchase Plan
Data updated 2026-08-25
- $446M
- Total assets Above avg plan size
- 2,386
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $186,777
- Avg per participant Above avg balance/head
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.
- #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.
- #8,722
- in Construction (9,039 peers)
- +6.1%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
Annuity Fd of the Electrical Industry of Long Island's outsized position by total assets
Annuity Fd of the Electrical Industry of Long Island vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$445,649,638 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Annuity Fd of the Electrical Industry of Long Island's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Fd of the Electrical Industry of Long Island lands in the large band (2,386 participants).
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.
Published 5500 schedule card
Filing strip 116045930 · Board of Trust of the Annuity Fd of the Electrical Industry of Li PY 2024 · Money Purchase
Annuity Fd of the Electrical Industry of Long Island · $446M · 2,386 · 97th
- PCT $446M
- PCT 2,386
- PCT 97th
- PCT Money Purchase
- PCT near City of Hope National Medical Center Defined Contribution Retirement Plan
- PCT ind #8722
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 Fd of the Electrical Industry of Long Island in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trust of the Annuity Fd of the Electrical Industry of Li plans reported in each filing year
- Latest sponsor-wide plan assets
- $446M 11.502516356005032% vs 2022
- 2024 filing year
| 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.
- 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
Annuity Fd of the Electrical Industry of Long Island's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is City of Hope National Medical Center Defined Contribution Retirement Plan in CA ($450M); by covered participants it is Iatse Local 127 Pension Plan in TX (2,402 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($446M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,386 participants); asset peers above are excluded.
- Iatse Local 127 Pension Plan (TX) 2,402 · 16 off
- Operating Engineers Local No. 147 Annuity Fund (VA) 2,421 · 35 off
- Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan (OH) 2,346 · 40 off
- Noblis, Inc. Qualified Retirement Plan (VA) 2,434 · 48 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.