Other · DOL Form 5500 · 2024
IBEW Local 351 Surety Fund Trustees Retirement Plan
Data updated 2026-08-25
- $677M
- Total assets Above avg plan size
- N/A
- Participants Small participant base
- 98th
- Percentile by assets National rank
Official DOL plan name: IBEW Local 351 Surety Plan · Sponsored by IBEW Local 351 Surety Fund Trustees · New Jersey · Construction
$677M in assets, N/A participants
IBEW Local 351 Surety Fund Trustees's IBEW Local 351 Surety Plan reported $677M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,836 in Construction (9,039 peers)
Where IBEW Local 351 Surety Plan sits by assets
IBEW Local 351 Surety Plan sits in the top 5% of all filed plans by assets, $677M for N/A participants, up 12.4% in 2024.
- #8,836
- in Construction (9,039 peers)
- +12.4%
- assets growth YoY
- 6.8×
- vs typical plan assets (national mean)
IBEW Local 351 Surety Plan's outsized position by total assets
IBEW Local 351 Surety Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$676,574,126 Top 2% higher than 98% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- IBEW Local 351 Surety Plan reported participants fell from 2,319 in the plan year 2023 filing to N/A in the plan year 2024 filing.
- IBEW Local 351 Surety Plan end-of-year assets rose from $602M in the plan year 2023 filing to $677M in the plan year 2024 filing.
- IBEW Local 351 Surety Plan reported net income fell from $82M in the plan year 2023 filing to $75M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 223431479 · IBEW Local 351 Surety Fund Trustees PY 2024 · Other
IBEW Local 351 Surety Plan · $677M · N/A · 98th
- BOOK $677M
- VS-ST N/A
- BOY 98th
- SCH Other
- EBSA near Community Hospitals of Central California Tax Sheltered Annuity Plan
- PART ind #8836
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 Jersey →
IBEW Local 351 Surety Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $602M |
|---|---|
| Net Assets (End of Year) | $676M |
| Net Income | $75M |
| Employer EIN | 223431479 |
| Plan Effective Date | 1995-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local 351 Surety Fund Trustees)
Sponsor-wide plan assets over time
All IBEW Local 351 Surety Fund Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $677M 30.098411020575977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,375 | $520M |
| 2023 | 1 | 2,319 | $602M |
| 2024 | 1 | N/A | $677M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
IBEW Local 351 Surety Plan's closest out-of-state Other peers by assets
Outside New Jersey, the nearest Other by end-of-year assets is Community Hospitals of Central California Tax Sheltered Annuity Plan in CA at $673M (this filing: $677M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($677M here).
- Community Hospitals of Central California Tax Sheltered Annuity Plan (CA) $673M · 10,906
- Bucknell University Defined Contribution Retirement Plan (PA) $673M · 1,543
- The New School 403(b) Retirement Plan (NY) $670M · 4,660
- Retirement Plan of Creighton University (NE) $684M · 3,534
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.