Money Purchase · DOL Form 5500 · 2024
Bd of Trustees-Southern Ct IBEW Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $86M
- Total assets
- 477
- Participants
- 89th
- Percentile by assets
- $180,307
- Avg per participant
Official DOL plan name: Southern Ct IBEW Annuity Plan · Sponsored by Bd of Trustees-Southern Ct IBEW Annuity Fund · Connecticut · Construction
$86M in assets, 477 participants
Bd of Trustees-Southern Ct IBEW Annuity Fund's Southern Ct IBEW Annuity Plan reported $86M in total assets and 477 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 123,622 plans)
- #7,921 in Construction (9,039 peers)
Where Southern Ct IBEW Annuity Plan sits by assets
Southern Ct IBEW Annuity Plan sits in the top quartile of all filed plans by assets, $86M for 477 participants (~$180,307/participant), up 9.3% in 2024.
- $86M
- total plan assets (2024 EOY)
- 477
- covered participants
- 89th
- percentile by assets (of 123,622 plans)
- $180,307
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Ct IBEW Annuity Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Southern Ct IBEW Annuity Plan end-of-year assets rose from $79M in the plan year 2023 filing to $86M in the plan year 2024 filing.
- Southern Ct IBEW Annuity Plan reported participants rose from 467 in the plan year 2023 filing to 477 in the plan year 2024 filing.
Southern Ct IBEW Annuity Plan vs the 2024 asset distribution
By assets, Southern Ct IBEW Annuity Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | $7M |
| Employer EIN | 060932220 |
| Plan Effective Date | 1975-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees-Southern Ct IBEW Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 479 | $71M |
| 2023 | 1 | 467 | $79M |
| 2024 | 1 | 477 | $86M |
Nearby Money Purchase Plans in Connecticut
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Southern Ct IBEW Annuity Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants
- New England Electrical Workers Money Purchase Plan and Trust $870M · 9,637
- Equinor US Holdings Inc. Money Purchase Pension Plan $200M · 683
- Money Purchase Retirement Plan of U.a. Local 716 $37M · 340
- IBEW Local No. 223 Deferred Income Plan $30M · 631
- Thames Valley Council for Community Action, Inc. Money Purchase Pension Plan $12M · 120
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Southern Ct IBEW Annuity Plan by total assets, not by location.
- Valmet, Inc. Pension Plan and Trust (GA) $86M · 2,123
- National Association of Realtors Pension Plan (IL) $86M · 349
- Plumbers & Pipefitters Local 94 Retirement Plan (OH) $85M · 686
- Brady Funded Retirement Plan (WI) $85M · 1,139
Frequently Asked Questions
How did Southern Ct IBEW Annuity Plan assets move in 2024? ▼
How have Bd of Trustees-Southern Ct IBEW Annuity Fund plan assets changed over time? ▼
Where does Southern Ct IBEW Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Southern Ct IBEW Annuity Plan? ▼
Next read for Southern Ct IBEW Annuity Plan
Scale reading
Ways to act on Southern Ct IBEW Annuity Plan's numbers.
- By total assets, Southern Ct IBEW Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Connecticut. Compare plans
- Bd of Trustees-Southern Ct IBEW Annuity Fund's sponsor-wide assets have grown 21.7% since 2022 across 3 plan years on file. More Construction plans