401(k) · DOL Form 5500 · 2024
Local Union 94 I.B.E.W. 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 2,080
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $11,587
- Avg per participant Low balance/head
Official DOL plan name: IBEW Local Union 94 Annuity Fund · Sponsored by Local Union 94 I.B.E.W. · New Jersey · Utilities
$24M in assets, 2,080 participants
Local Union 94 I.B.E.W.'s IBEW Local Union 94 Annuity Fund reported $24M in total assets and 2,080 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #283 in Utilities (732 peers)
Coverage in New Jersey
IBEW Local Union 94 Annuity Fund covers 2,080 participants in New Jersey, 2.5x the typical New Jersey plan (state average ~844 per filing). Assets: $24M.
- #283
- in Utilities (732 peers)
- +15.9%
- assets growth YoY
IBEW Local Union 94 Annuity Fund's outsized position by total assets
IBEW Local Union 94 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,101,761 Top 26% higher than 74% 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 94 Annuity Fund'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 94 Annuity Fund lands in the large band (2,080 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- IBEW Local Union 94 Annuity Fund reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- IBEW Local Union 94 Annuity Fund end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 223314988 · Local Union 94 I.B.E.W. PY 2024 · 401(k)
IBEW Local Union 94 Annuity Fund · $24M · 2,080 · 74th
- NET $24M
- NET 2,080
- NET 74th
- NET 401(k)
- NET near Premier Medical Group Profit Sharing Plan
- NET ind #283
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 Utilities retirement plans → · Plans in New Jersey →
IBEW Local Union 94 Annuity Fund in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 223314988 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local Union 94 I.B.E.W.)
Sponsor-wide plan assets over time
All Local Union 94 I.B.E.W. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 33.00857881280692% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,080 | $18M |
| 2023 | 1 | 2,080 | $21M |
| 2024 | 1 | 2,080 | $24M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
IBEW Local Union 94 Annuity Fund's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Premier Medical Group Profit Sharing Plan in NY ($24M); by covered participants it is Viad Corp Capital Accumulation Plan in AZ (2,080 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Premier Medical Group Profit Sharing Plan (NY) $24M · 99
- Fintrust 401(k) Pooled Employer Plan (CA) $24M · 1,010
- Jack Demmer Ford, Inc. 401(k) Plan (MI) $24M · 196
- Jht Holdings, Inc. and Participating Employers 401(k) Plan (WI) $24M · 220
Similar participant headcount
Nearest other-state filings by covered participants (2,080 participants); asset peers above are excluded.
- Viad Corp Capital Accumulation Plan (AZ) 2,080 · 0 off
- Bbd Opco LLC 401(k) Profit Sharing Plan (CA) 2,082 · 2 off
- Acv Auctions Inc 401 K Profit Sharing Plan (NY) 2,082 · 2 off
- Societe Generale Savings and Investment/Retirement Plan (NY) 2,082 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.