Profit Sharing · DOL Form 5500 · 2024
Board of Trustees of IBEW Local 840 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 390
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $41,321
- Avg per participant Low balance/head
Official DOL plan name: Local 840 IBEW Annuity Fund · Sponsored by Board of Trustees of IBEW Local 840 Annuity Fund · New York · Construction
$16M in assets, 390 participants
Board of Trustees of IBEW Local 840 Annuity Fund's Local 840 IBEW Annuity Fund reported $16M in total assets and 390 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #5,846 in Construction (9,039 peers)
Coverage in New York
Local 840 IBEW Annuity Fund covers 390 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $16M.
- #5,846
- in Construction (9,039 peers)
- +3.4%
- assets growth YoY
Local 840 IBEW Annuity Fund's mid-pack asset rank among Construction and all filers
Local 840 IBEW Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,114,995 Top 34% higher than 66% 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
Local 840 IBEW Annuity Fund among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 840 IBEW Annuity Fund sits mid-pack in the medium band (390 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local 840 IBEW Annuity Fund reported net income fell from $798K in the plan year 2023 filing to $540K in the plan year 2024 filing.
- Local 840 IBEW Annuity Fund reported participants rose from 315 in the plan year 2023 filing to 390 in the plan year 2024 filing.
- Local 840 IBEW Annuity Fund end-of-year assets rose from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 226477218 · Board of Trustees of IBEW Local 840 Annuity Fund PY 2024 · Profit Sharing
Local 840 IBEW Annuity Fund · $16M · 390 · 66th
- PCT $16M
- EIN 390
- RANK 66th
- PHOTO Profit Sharing
- IND near Brown & Brown Law Offices, P.C. Profit Sharing Plan
- EOY ind #5846
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 York →
Local 840 IBEW Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $540K |
| Employer EIN | 226477218 |
| Plan Effective Date | 1989-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of IBEW Local 840 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees of IBEW Local 840 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 9.022985962922567% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 290 | $15M |
| 2023 | 1 | 315 | $16M |
| 2024 | 1 | 390 | $16M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Local 840 IBEW Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Brown & Brown Law Offices, P.C. Profit Sharing Plan in AZ ($16M); by covered participants it is East Manufacturing Corporation Profit Sharing Plan in OH (390 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (390 participants); asset peers above are excluded.
- East Manufacturing Corporation Profit Sharing Plan (OH) 390 · 0 off
- Healthsource of Ohio Profit Sharing Plan (OH) 389 · 1 off
- The Center Retirement Plan (OH) 391 · 1 off
- Supermercados Econo, Inc Savings and Retirement Plan (PR) 388 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.