Profit Sharing · DOL Form 5500 · 2024

Trustees of IBEW Local Union No. 812 Annuity Plan Profit Sharing Plan

Data updated 2026-08-11

$33M
Total assets
217
Participants
79th
Percentile by assets
$150,901
Avg per participant
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Official DOL plan name: IBEW Local Union No. 812 Annuity Plan · Sponsored by Trustees of IBEW Local Union No. 812 Annuity Plan · New Jersey · Construction

$33M in assets, 217 participants

Trustees of IBEW Local Union No. 812 Annuity Plan's IBEW Local Union No. 812 Annuity Plan reported $33M in total assets and 217 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 123,622 plans)
  • #6,970 in Construction (9,039 peers)

Coverage in New Jersey

IBEW Local Union No. 812 Annuity Plan covers 217 participants in New Jersey, about 26% of the average New Jersey filer (state average ~844 per filing). Assets: $33M.

$33M
total plan assets (2024 EOY)
217
covered participants
79th
percentile by assets (of 123,622 plans)
$150,901
avg assets per participant

Where IBEW Local Union No. 812 Annuity Plan sits by total assets

IBEW Local Union No. 812 Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$32,745,529 Top 21% higher than 79% of 123,620 filed plans

This plan $0 $2,010,000,000 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • IBEW Local Union No. 812 Annuity Plan reported participants rose from 165 in the plan year 2023 filing to 217 in the plan year 2024 filing.
  • IBEW Local Union No. 812 Annuity Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • IBEW Local Union No. 812 Annuity Plan end-of-year assets rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New Jersey
Industry
Construction

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. IBEW Local Union No. 812 Annuity Plan reports 217 participants - about 26% of that state average ($33M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$2M
Employer EIN232578198
Plan Effective Date1975-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of IBEW Local Union No. 812 Annuity Plan)

$26M$28M$30M$32M$34M 202220232024 $27M $32.8M ▲ +21.3%
Total plan assets by year, all Trustees of IBEW Local Union No. 812 Annuity Plan plans on file
Year Plans Participants Total Assets
2022 1 168 $27M
2023 1 165 $30M
2024 1 217 $33M

Nearby Profit Sharing Plans in New Jersey

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

IBEW Local Union No. 812 Annuity Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants IBEW Local Union No.…, Total assets ($B): 0.032745529 · Participants: 217IBEW Local Union No.…Ernst & Young Partne…, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partne…Heavy & General Labo…, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Labo…Operating Engineers …, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers …IBEW Local Union No …, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No …Kpmg Partner Retirem…, Total assets ($B): 0.52416742 · Participants: 1704Kpmg Partner Retirem…
IBEW Local Union No. 812 Annuity Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare IBEW Local Union No. 812 Annuity Plan side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to IBEW Local Union No. 812 Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did IBEW Local Union No. 812 Annuity Plan assets move in 2024? ▼
IBEW Local Union No. 812 Annuity Plan grew at a solid clip - up 8.2% during 2024, from $30M to $33M. Reported net income was $2M.
How have Trustees of IBEW Local Union No. 812 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of IBEW Local Union No. 812 Annuity Plan's sponsor-wide assets grew 21.3%, from $27M to $33M.
Where does IBEW Local Union No. 812 Annuity Plan rank by assets among Form 5500 filers? ▼
IBEW Local Union No. 812 Annuity Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to IBEW Local Union No. 812 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Abx Air, Inc. Profit Sharing Plan in OH ($33M, 270 participants).

Next read for IBEW Local Union No. 812 Annuity Plan

Filing takeaways

Ways to act on IBEW Local Union No. 812 Annuity Plan's numbers.

  • By total assets, IBEW Local Union No. 812 Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
  • Trustees of IBEW Local Union No. 812 Annuity Plan's sponsor-wide assets have grown 21.3% since 2022 across 3 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232578198.

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.