Other · DOL Form 5500 · 2024
Joint Annuity Fund Local 164 IBEW Retirement Plan
Data updated 2026-08-25
- $925M
- Total assets Above avg plan size
- 2,799
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $330,628
- Avg per participant High balance/head
Official DOL plan name: Joint Annuity Fund Local 164 IBEW · Sponsored by Joint Annuity Fund Local 164 IBEW · New Jersey · Construction
$925M in assets, 2,799 participants
Joint Annuity Fund Local 164 IBEW's Joint Annuity Fund Local 164 IBEW reported $925M in total assets and 2,799 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,892 in Construction (9,039 peers)
Coverage in New Jersey
Joint Annuity Fund Local 164 IBEW covers 2,799 participants in New Jersey, 3.3x the typical New Jersey plan (state average ~844 per filing). Assets: $925M.
- #8,892
- in Construction (9,039 peers)
- +11.2%
- assets growth YoY
- 9.3×
- vs typical plan assets (national mean)
Joint Annuity Fund Local 164 IBEW's outsized position by total assets
Joint Annuity Fund Local 164 IBEW vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$925,427,034 Top 2% higher than 98% 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
Joint Annuity Fund Local 164 IBEW'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. Joint Annuity Fund Local 164 IBEW lands in the large band (2,799 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Joint Annuity Fund Local 164 IBEW end-of-year assets rose from $832M in the plan year 2023 filing to $925M in the plan year 2024 filing.
- Joint Annuity Fund Local 164 IBEW reported net income fell from $104M in the plan year 2023 filing to $93M in the plan year 2024 filing.
- Joint Annuity Fund Local 164 IBEW reported participants fell from 2,841 in the plan year 2023 filing to 2,799 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 226031200 · Joint Annuity Fund Local 164 IBEW PY 2024 · Other
Joint Annuity Fund Local 164 IBEW · $925M · 2,799 · 98th
- EIN $925M
- RANK 2,799
- PHOTO 98th
- IND Other
- EOY near Marquette University Retirement Plan
- 5500 ind #8892
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 Jersey →
Joint Annuity Fund Local 164 IBEW in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $832M |
|---|---|
| Net Assets (End of Year) | $925M |
| Net Income | $93M |
| Employer EIN | 226031200 |
| Plan Effective Date | 1958-04-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Annuity Fund Local 164 IBEW)
Sponsor-wide plan assets over time
All Joint Annuity Fund Local 164 IBEW plans reported in each filing year
- Latest sponsor-wide plan assets
- $925M 27.105556271909332% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,871 | $728M |
| 2023 | 1 | 2,841 | $832M |
| 2024 | 1 | 2,799 | $925M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
Joint Annuity Fund Local 164 IBEW's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Marquette University Retirement Plan in WI ($926M); by covered participants it is Uma Supplemental 403(b) Plan in SC (2,799 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($925M here).
- Marquette University Retirement Plan (WI) $926M · 3,173
- Parkview Health System, Inc. 403(b) Plan (IN) $928M · 16,191
- Research Foundation of the City University of New York Defined Contribution Retirement Plan (NY) $929M · 5,353
- Cape Cod Healthcare 403(b) Partnership Plan (MA) $929M · 4,851
Similar participant headcount
Nearest other-state filings by covered participants (2,799 participants); asset peers above are excluded.
- Uma Supplemental 403(b) Plan (SC) 2,799 · 0 off
- Retirement Plan for Employees of Pikeville Medical Center, Inc. (KY) 2,798 · 1 off
- Hope Network Employee 403(b) Plan (MI) 2,795 · 4 off
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan (NH) 2,793 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.