Profit Sharing · DOL Form 5500 · 2023
IBEW Local Union No. 99 Profit Sharing Plan
Data updated 2026-08-25
- $179M
- Total assets Near avg plan size
- 694
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $257,455
- Avg per participant Above avg balance/head
Official DOL plan name: International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan · Sponsored by IBEW Local Union No. 99 · Rhode Island · Finance & Insurance
$179M in assets, 694 participants
IBEW Local Union No. 99's International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan reported $179M in total assets and 694 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #8,062 in Finance & Insurance (8,869 peers)
Coverage in Rhode Island
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan covers 694 participants in Rhode Island, about 48% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $179M.
- #8,062
- in Finance & Insurance (8,869 peers)
- +16.5%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan's outsized position by total assets
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$178,673,516 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan sits mid-pack in the medium band (694 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan reported net income rose from $5M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan reported participants fell from 1,039 in the plan year 2022 filing to 694 in the plan year 2023 filing.
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan end-of-year assets rose from $153M in the plan year 2022 filing to $179M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 056049537 · IBEW Local Union No. 99 PY 2023 · Profit Sharing
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan · $179M · 694 · 94th
- TYPE $179M
- TYPE 694
- TYPE 94th
- TYPE Profit Sharing
- TYPE near Sumitomo Electric Group 401(k) Plan
- TYPE ind #8062
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 Finance & Insurance retirement plans → · Plans in Rhode Island →
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $153M |
|---|---|
| Net Assets (End of Year) | $178M |
| Net Income | $25M |
| Employer EIN | 056049537 |
| Plan Effective Date | 1973-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local Union No. 99)
Sponsor-wide plan assets over time
All IBEW Local Union No. 99 plans reported in each filing year
- Latest sponsor-wide plan assets
- $322M 1.967726294558749% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,059 | $316M |
| 2023 | 2 | 1,688 | $322M |
Nearby Profit Sharing Plans in Rhode Island
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Care New England 403(b) Match & Savings Plan $516M · 7,471
- Textron Retirement Account Plan Trust $332M · 10,046
- Brown Physicians, Inc. 401(a) Plan $281M · 1,274
- Iuoe Local 57 Annuity Plan $132M · 938
- Meeting Street Retirement Plan $22M · 302
International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Rhode Island, the nearest Profit Sharing by assets is Sumitomo Electric Group 401(k) Plan in NY ($178M); by covered participants it is Annuity Plan IBEW Local 96 in CT (694 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($179M here).
- Sumitomo Electric Group 401(k) Plan (NY) $178M · 1,122
- Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan (IN) $177M · 1,818
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan (GA) $181M · 2,508
- Lakeland Regional Medical Center Retirement Plan Trust (FL) $177M · 4,477
Similar participant headcount
Nearest other-state filings by covered participants (694 participants); asset peers above are excluded.
- Annuity Plan IBEW Local 96 (CT) 694 · 0 off
- NECA-IBEW 1205 Pension Fund (FL) 693 · 1 off
- Hensel Phelps Hourly Retirement Plan (CO) 695 · 1 off
- IBEW-NECA Retirement Plan (MO) 693 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.