Profit Sharing · DOL Form 5500 · 2024
IBEW Local Union No 237 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 192
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $115,485
- Avg per participant Below avg balance/head
Official DOL plan name: IBEW Local Union No 237 Annuity Fund · Sponsored by IBEW Local Union No 237 Annuity Fund · New York · Construction
$22M in assets, 192 participants
IBEW Local Union No 237 Annuity Fund's IBEW Local Union No 237 Annuity Fund reported $22M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,422 in Construction (9,039 peers)
Coverage in New York
IBEW Local Union No 237 Annuity Fund covers 192 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $22M.
- #6,422
- in Construction (9,039 peers)
- +11.0%
- assets growth YoY
IBEW Local Union No 237 Annuity Fund's outsized position by total assets
IBEW Local Union No 237 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,173,164 Top 28% higher than 72% 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 237 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. IBEW Local Union No 237 Annuity Fund sits mid-pack in the medium band (192 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- IBEW Local Union No 237 Annuity Fund end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- IBEW Local Union No 237 Annuity Fund reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- IBEW Local Union No 237 Annuity Fund reported participants fell from 204 in the plan year 2023 filing to 192 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 161378286 · IBEW Local Union No 237 Annuity Fund PY 2024 · Profit Sharing
IBEW Local Union No 237 Annuity Fund · $22M · 192 · 72nd
- PART $22M
- TYPE 192
- NET 72nd
- BOOK Profit Sharing
- VS-ST near Kirkorian Enterprises LLC Profit Sharing Plan
- BOY ind #6422
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 →
IBEW Local Union No 237 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 161378286 |
| Plan Effective Date | 1990-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local Union No 237 Annuity Fund)
Sponsor-wide plan assets over time
All IBEW Local Union No 237 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 26.125211095910366% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 208 | $18M |
| 2023 | 1 | 204 | $20M |
| 2024 | 1 | 192 | $22M |
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
IBEW Local Union No 237 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Kirkorian Enterprises LLC Profit Sharing Plan in CA ($22M); by covered participants it is Eastern Sintered Alloys, Inc. Profit Sharing Plan in PA (192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Kirkorian Enterprises LLC Profit Sharing Plan (CA) $22M · 11
- Hutton and Hutton Profit Sharing Plan (KS) $22M · 12
- Ams III 401(k) Plan (CA) $22M · 167
- Gpac, LLC 401(k) Plan (SD) $22M · 376
Similar participant headcount
Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.
- Eastern Sintered Alloys, Inc. Profit Sharing Plan (PA) 192 · 0 off
- Oliver Sprinkler Co., Inc. Profit Sharing Plan (PA) 192 · 0 off
- Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy (TN) 192 · 0 off
- Bfair 403(b) Plan (MA) 192 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.