Money Purchase · DOL Form 5500 · 2024

Trustees of Local 400 IBEW Joint Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$276M
Total assets Near avg plan size
705
Participants Below avg headcount
95th
Percentile by assets National rank
$391,664
Avg per participant High balance/head
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Official DOL plan name: Local Union 400 IBEW Joint Annuity Plan · Sponsored by Trustees of Local 400 IBEW Joint Annuity Fund · New Jersey · Construction

$276M in assets, 705 participants

Trustees of Local 400 IBEW Joint Annuity Fund's Local Union 400 IBEW Joint Annuity Plan reported $276M in total assets and 705 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.

  • #8,575 in Construction (9,039 peers)

Where Local Union 400 IBEW Joint Annuity Plan sits by assets

Local Union 400 IBEW Joint Annuity Plan sits in the top 5% of all filed plans by assets, $276M for 705 participants (~$391,664/participant), up 1.1% in 2024.

#8,575
in Construction (9,039 peers)
+1.1%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Local Union 400 IBEW Joint Annuity Plan's outsized position by total assets

Local Union 400 IBEW Joint Annuity Plan vs every filed plan by assets

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

$276,123,370 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

Local Union 400 IBEW Joint 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. Local Union 400 IBEW Joint Annuity Plan sits mid-pack in the medium band (705 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local Union 400 IBEW Joint Annuity Plan reported net income fell from $23M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Local Union 400 IBEW Joint Annuity Plan reported participants rose from 669 in the plan year 2023 filing to 705 in the plan year 2024 filing.
  • Local Union 400 IBEW Joint Annuity Plan end-of-year assets rose from $273M in the plan year 2023 filing to $276M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 222160644 · Trustees of Local 400 IBEW Joint Annuity Fund PY 2024 · Money Purchase

Local Union 400 IBEW Joint Annuity Plan · $276M · 705 · 95th

  • BOY $276M
  • SCH 705
  • EBSA 95th
  • PART Money Purchase
  • TYPE near Bowdoin College Retirement Plan
  • NET ind #8575

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 →

Local Union 400 IBEW Joint Annuity Plan in the asset neighbourhood

Bowdoin College Retirement PlanBowdoin College Retirement P…$277MLocal Union 400 IBEW Joint Annuity PlanLocal Union 400 IBEW Joint A…$276MNational Hockey League Players Pension PlanNational Hockey League Playe…$275MMassachusetts Bricklayers & Masons Annuity FundMassachusetts Bricklayers & …$273MConstruction Laborers Annuity Plan for Southern CaliforniaConstruction Laborers Annuit…$273M
End-of-year total assets ($M) among Local Union 400 IBEW Joint 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)$273M
Net Assets (End of Year)$276M
Net Income$3M
Employer EIN222160644
Plan Effective Date1976-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Local 400 IBEW Joint Annuity Fund)

Sponsor-wide plan assets over time

All Trustees of Local 400 IBEW Joint Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$276M 10.49165083343809% vs 2022
2024 filing year
$240M$250M$260M$270M$280M 202220232024 $250M $276M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 677 $250M
2023 1 669 $273M
2024 1 705 $276M

Nearby Money Purchase Plans in New Jersey

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

Local Union 400 IBEW Joint Annuity Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 00.511.522.53 Total assets ($B) Participants Local Union 400 IBEW Joint Annuity Plan, Total assets ($B): 0.27612337 · Participants: 705Local Union 400 IBEW Joint Annuity PlanPrinceton University Retirement Plan, Total assets ($B): 2.402818313 · Participants: 8833Princeton University Retirement PlanLocal 68 Engineers Union Annuity Plan, Total assets ($B): 0.97127775 · Participants: 5385Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($B): 0.936178353 · Participants: 4689Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($B): 0.593062355 · Participants: 3097Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($B): 0.394941492 · Participants: 1148Ironworkers Local 11 Annuity Fund
Local Union 400 IBEW Joint Annuity Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Local Union 400 IBEW Joint Annuity Plan side-by-side with 3 peers →

Local Union 400 IBEW Joint Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Bowdoin College Retirement Plan in ME ($277M); by covered participants it is IBEW Local 531 & NECA Money Purchase Pension Plan in IN (705 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (705 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 Local Union 400 IBEW Joint Annuity Plan assets move in 2024? ▼
Local Union 400 IBEW Joint Annuity Plan edged up modestly - up 1.1% during 2024, from $273M to $276M. Reported net income was $3M.
How have Trustees of Local 400 IBEW Joint Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Local 400 IBEW Joint Annuity Fund's sponsor-wide assets grew 10.5%, from $250M to $276M.
Where does Local Union 400 IBEW Joint Annuity Plan rank by assets among Form 5500 filers? ▼
Local Union 400 IBEW Joint Annuity Plan 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 Money Purchase plans are similar in size to Local Union 400 IBEW Joint Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Bowdoin College Retirement Plan in ME ($277M, 892 participants).
Which Money Purchase plans cover a similar participant headcount to Local Union 400 IBEW Joint Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is IBEW Local 531 & NECA Money Purchase Pension Plan in IN (705 participants, $137M 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 222160644.

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.