Profit Sharing · DOL Form 5500 · 2024
IBEW Local Union No 102 Surety Plan Board of Trustees Profit Sharing Plan
Data updated 2026-08-25
- $685M
- Total assets Above avg plan size
- 2,382
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $287,517
- Avg per participant High balance/head
Official DOL plan name: IBEW Local Union No 102 Surety Plan · Sponsored by IBEW Local Union No 102 Surety Plan Board of Trustees · New Jersey · Construction
$685M in assets, 2,382 participants
IBEW Local Union No 102 Surety Plan Board of Trustees's IBEW Local Union No 102 Surety Plan reported $685M in total assets and 2,382 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.
- #8,840 in Construction (9,039 peers)
Coverage in New Jersey
IBEW Local Union No 102 Surety Plan covers 2,382 participants in New Jersey, 2.8x the typical New Jersey plan (state average ~844 per filing). Assets: $685M.
- #8,840
- in Construction (9,039 peers)
- +7.4%
- assets growth YoY
- 6.9×
- vs typical plan assets (national mean)
IBEW Local Union No 102 Surety Plan's outsized position by total assets
IBEW Local Union No 102 Surety Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$684,866,455 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
IBEW Local Union No 102 Surety Plan'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. IBEW Local Union No 102 Surety Plan lands in the large band (2,382 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- IBEW Local Union No 102 Surety Plan end-of-year assets rose from $637M in the plan year 2023 filing to $685M in the plan year 2024 filing.
- IBEW Local Union No 102 Surety Plan reported net income rose from $45M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- IBEW Local Union No 102 Surety Plan reported participants rose from 2,283 in the plan year 2023 filing to 2,382 in the plan year 2024 filing.
DOL schedule card
Filing strip 222347484 · IBEW Local Union No 102 Surety Plan Board of Trustees PY 2024 · Profit Sharing
IBEW Local Union No 102 Surety Plan · $685M · 2,382 · 98th
- PHOTO $685M
- PHOTO 2,382
- PHOTO 98th
- PHOTO Profit Sharing
- PHOTO near The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund
- PHOTO ind #8840
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 Union No 102 Surety Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $637M |
|---|---|
| Net Assets (End of Year) | $684M |
| Net Income | $47M |
| Employer EIN | 222347484 |
| Plan Effective Date | 1981-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local Union No 102 Surety Plan Board of Trustees)
Sponsor-wide plan assets over time
All IBEW Local Union No 102 Surety Plan Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $685M 15.549067540332615% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,061 | $593M |
| 2023 | 1 | 2,283 | $637M |
| 2024 | 1 | 2,382 | $685M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,666
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.6B · 8,865
- Operating Engineers Local 825 Profit Sharing Fund $1.5B · 10,365
- Kpmg Partner Retirement Savings Plan $524M · 1,704
- Cooper Health System, Inc. Defined Contribution Retirement Plan $359M · 7,208
IBEW Local Union No 102 Surety Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund in MA ($686M); by covered participants it is Bricklayers Local 1 of PA/De Annuity Fund in PA (2,379 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($685M here).
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund (MA) $686M · 6,385
- Bill & Melinda Gates Foundation Sharing Retirement Plan (WA) $680M · 1,926
- Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan (CA) $700M · 3,882
- Nfl Player Capital Accumulation Plan (MD) $707M · 2,693
Similar participant headcount
Nearest other-state filings by covered participants (2,382 participants); asset peers above are excluded.
- Bricklayers Local 1 of PA/De Annuity Fund (PA) 2,379 · 3 off
- Asplundh Tree Expert, LLC Profit Sharing Plan (PA) 2,395 · 13 off
- Houston Hospitals, Inc. Participatory Retirement Plan (GA) 2,401 · 19 off
- General Building Laborers' Local 66 Annuity Fund (NY) 2,415 · 33 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.