Other · DOL Form 5500 · 2024

Joint Annuity Committee IBEW Local No.86 Annuity Fund Retirement Plan

Data updated 2026-08-25

$242M
Total assets Near avg plan size
1,121
Participants Near avg headcount
95th
Percentile by assets National rank
$215,890
Avg per participant Above avg balance/head
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Official DOL plan name: IBEW Local No. 86 Annuity Fund · Sponsored by Joint Annuity Committee IBEW Local No.86 Annuity Fund · New York · Construction

$242M in assets, 1,121 participants

Joint Annuity Committee IBEW Local No.86 Annuity Fund's IBEW Local No. 86 Annuity Fund reported $242M in total assets and 1,121 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,520 in Construction (9,039 peers)

Where IBEW Local No. 86 Annuity Fund sits by assets

IBEW Local No. 86 Annuity Fund sits in the top 5% of all filed plans by assets, $242M for 1,121 participants (~$215,890/participant), up 1.8% in 2024.

#8,520
in Construction (9,039 peers)
+1.8%
assets growth YoY
2.4×
vs typical plan assets (national mean)

IBEW Local No. 86 Annuity Fund's outsized position by total assets

IBEW Local No. 86 Annuity Fund vs every filed plan by assets

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

$242,012,414 Top 5% higher than 95% 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

IBEW Local No. 86 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 No. 86 Annuity Fund lands in the large band (1,121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • IBEW Local No. 86 Annuity Fund reported net income fell from $30M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • IBEW Local No. 86 Annuity Fund reported participants rose from 1,039 in the plan year 2023 filing to 1,121 in the plan year 2024 filing.
  • IBEW Local No. 86 Annuity Fund end-of-year assets rose from $238M in the plan year 2023 filing to $242M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 166179118 · Joint Annuity Committee IBEW Local No.86 Annuity Fund PY 2024 · Other

IBEW Local No. 86 Annuity Fund · $242M · 1,121 · 95th

  • ASSETS $242M
  • ASSETS 1,121
  • ASSETS 95th
  • ASSETS Other
  • ASSETS near Phillips Exeter Academy Retirement Plan
  • ASSETS ind #8520

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 No. 86 Annuity Fund in the asset neighbourhood

Emerson College Tax Deferred Annuity PlanEmerson College Tax Deferred…$242MThe College of Wooster Defined Contribution PlanThe College of Wooster Defin…$242MGreenwich Hospital Tax Deferred Annuity Retirement PlanGreenwich Hospital Tax Defer…$242MPhillips Exeter Academy Retirement PlanPhillips Exeter Academy Reti…$242MIBEW Local No. 86 Annuity FundIBEW Local No. 86 Annuity Fu…$242M
End-of-year total assets ($M) among IBEW Local No. 86 Annuity Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$238M
Net Assets (End of Year)$242M
Net Income$4M
Employer EIN166179118
Plan Effective Date1974-05-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Annuity Committee IBEW Local No.86 Annuity Fund)

Sponsor-wide plan assets over time

All Joint Annuity Committee IBEW Local No.86 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$242M 16.159608785289986% vs 2022
2024 filing year
$200M$220M$240M$260M 202220232024 $208M $242M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 1,122 $208M
2023 1 1,039 $238M
2024 1 1,121 $242M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

IBEW Local No. 86 Annuity Fund vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants IBEW Local No. 86 Annuity Fund, Total assets ($B): 0.242012414 · Participants: 1121IBEW Local No. 86 Annuity FundNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
IBEW Local No. 86 Annuity Fund vs. nearby Other plans in New York, assets vs. participants
Compare IBEW Local No. 86 Annuity Fund side-by-side with 3 peers →

IBEW Local No. 86 Annuity Fund's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Phillips Exeter Academy Retirement Plan in NH ($242M); by covered participants it is 403(b) Thrift Plan for Employees of Ability Beyond Disability, Inc. in CT (1,121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,121 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 IBEW Local No. 86 Annuity Fund assets move in 2024? ▼
IBEW Local No. 86 Annuity Fund edged up modestly - up 1.8% during 2024, from $238M to $242M. Reported net income was $4M.
How have Joint Annuity Committee IBEW Local No.86 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Annuity Committee IBEW Local No.86 Annuity Fund's sponsor-wide assets grew 16.2%, from $208M to $242M.
Where does IBEW Local No. 86 Annuity Fund rank by assets among Form 5500 filers? ▼
IBEW Local No. 86 Annuity Fund ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to IBEW Local No. 86 Annuity Fund? ▼
Among Other plans in other states, the closest by assets is Phillips Exeter Academy Retirement Plan in NH ($242M, 891 participants).
Which Other plans cover a similar participant headcount to IBEW Local No. 86 Annuity Fund? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Employees of Ability Beyond Disability, Inc. in CT (1,121 participants, $30M 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 166179118.

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.