Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

IBEW LOCAL 351 SURETY PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

IBEW LOCAL 351 SURETY FUND TRUSTEES

This Profit Sharing plan holds $677M in total assets and serves N/A participants as of 2024. It is sponsored by IBEW LOCAL 351 SURETY FUND TRUSTEES in New Jersey. The plan reported positive net income of $75M for the year.

Total Assets (2023)
$677M
Participants
N/A
State
Industry
Construction

What the Filing Says About IBEW LOCAL 351 SURETY PLAN

IBEW LOCAL 351 SURETY PLAN is a Profit Sharing retirement plan sponsored by IBEW LOCAL 351 SURETY FUND TRUSTEES, headquartered in New Jersey. As of the 2024 Form 5500 filing, the plan reports $677M in total end-of-year assets and covers N/A participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 223431479, and the plan has been effective since 1995-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $602M at the beginning of 2024 to $677M at year-end — a gain of 12.4%. Net assets (after liabilities) closed the year at $676M, with reported net income of $75M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$602M
Total Assets (End of Year)$677M
Net Assets (End of Year)$676M
Net Income$75M
Plan TypeProfit Sharing
Employer EIN223431479
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW LOCAL 351 SURETY FUND TRUSTEES)

Year Plans Participants Total Assets
2022 1 2,375 $520M
2023 1 2,319 $602M
2024 1 N/A $677M

Nearby Profit Sharing Plans in New Jersey

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

Frequently Asked Questions

How much money is in the IBEW LOCAL 351 SURETY PLAN?
As of the 2024 Form 5500 filing, IBEW LOCAL 351 SURETY PLAN holds $677M in total assets with N/A participants. It is sponsored by IBEW LOCAL 351 SURETY FUND TRUSTEES.
What type of plan is IBEW LOCAL 351 SURETY PLAN?
IBEW LOCAL 351 SURETY PLAN is a Profit Sharing plan. It has been effective since 1995-10-01. The plan is filed with the U.S. Department of Labor under EIN 223431479.
Who sponsors the IBEW LOCAL 351 SURETY PLAN?
IBEW LOCAL 351 SURETY PLAN is sponsored by IBEW LOCAL 351 SURETY FUND TRUSTEES, located in New Jersey. The sponsor's EIN is 223431479 and the plan operates in the Construction industry.
How did IBEW LOCAL 351 SURETY PLAN perform in 2024?
IBEW LOCAL 351 SURETY PLAN grew by 12.4% during 2024, moving from $602M to $677M in total assets. Net income was $75M.
Where can I find official filings for IBEW LOCAL 351 SURETY PLAN?
Official Form 5500 filings for IBEW LOCAL 351 SURETY PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 223431479 or plan name at efast.dol.gov.
How does IBEW LOCAL 351 SURETY PLAN compare to other plans?
You can compare IBEW LOCAL 351 SURETY PLAN against other Profit Sharing plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 223431479.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.