Money Purchase · DOL Form 5500 · 2024

Bd of Trustees-Southern Ct IBEW Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
477
Participants Below avg headcount
89th
Percentile by assets National rank
$180,307
Avg per participant Above avg balance/head
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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.

  • #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.

#7,921
in Construction (9,039 peers)
+9.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Southern Ct IBEW Annuity Plan's outsized position by total assets

Southern Ct IBEW Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$86,006,269 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Southern Ct IBEW Annuity Plan 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. Southern Ct IBEW Annuity Plan sits mid-pack in the medium band (477 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 060932220 · Bd of Trustees-Southern Ct IBEW Annuity Fund PY 2024 · Money Purchase

Southern Ct IBEW Annuity Plan · $86M · 477 · 89th

  • IND $86M
  • IND 477
  • IND 89th
  • IND Money Purchase
  • IND near Valmet, Inc. Pension Plan and Trust
  • IND ind #7921

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 Connecticut →

Southern Ct IBEW Annuity Plan in the asset neighbourhood

Valmet, Inc. Pension Plan and TrustValmet, Inc. Pension Plan an…$86MSouthern Ct IBEW Annuity Plan$86MNational Association of Realtors Pension PlanNational Association of Real…$86MPlumbers & Pipefitters Local 94 Retirement PlanPlumbers & Pipefitters Local…$85MBrady Funded Retirement Plan$85M
End-of-year total assets ($M) among Southern Ct IBEW Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$86M
Net Income$7M
Employer EIN060932220
Plan Effective Date1975-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees-Southern Ct IBEW Annuity Fund)

Sponsor-wide plan assets over time

All Bd of Trustees-Southern Ct IBEW Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$86M 21.72354572619305% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $70.7M $86M ▲ +21.7%
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 Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Southern Ct IBEW Annuity Plan, Total assets ($M): 86.006269 · Participants: 477Southern Ct IBEW Annuity PlanNew England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 870.342846 · Participants: 9637New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 199.628221 · Participants: 683Equinor US Holdings Inc. Money Purchase Pension PlanMoney Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 36.900134 · Participants: 340Money Purchase Retirement Plan of U.a. Local 716IBEW Local No. 223 Deferred Income Plan, Total assets ($M): 30.235031 · Participants: 631IBEW Local No. 223 Deferred Income PlanThames Valley Council for Community Action, Inc. Money Purchase Pension Plan, Total assets ($M): 12.04857 · Participants: 120Thames Valley Council for Community Action, Inc. Money Purchase Pension Plan
Southern Ct IBEW Annuity Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants
Compare Southern Ct IBEW Annuity Plan side-by-side with 3 peers →

Southern Ct IBEW Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is Valmet, Inc. Pension Plan and Trust in GA ($86M); by covered participants it is Oocl (USA) Inc. Defined Contribution Pension Plan in UT (475 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

Similar participant headcount

Nearest other-state filings by covered participants (477 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Ct IBEW Annuity Plan assets move in 2024? ▼
Southern Ct IBEW Annuity Plan grew at a solid clip - up 9.3% during 2024, from $79M to $86M. Reported net income was $7M.
How have Bd of Trustees-Southern Ct IBEW Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees-Southern Ct IBEW Annuity Fund's sponsor-wide assets grew 21.7%, from $71M to $86M.
Where does Southern Ct IBEW Annuity Plan rank by assets among Form 5500 filers? ▼
Southern Ct IBEW Annuity Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Southern Ct IBEW Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Valmet, Inc. Pension Plan and Trust in GA ($86M, 2,123 participants).
Which Money Purchase plans cover a similar participant headcount to Southern Ct IBEW Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Oocl (USA) Inc. Defined Contribution Pension Plan in UT (475 participants, $97M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060932220.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.