Money Purchase · DOL Form 5500 · 2024
Trustees of Local 400 IBEW Joint Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $276M
- Total assets
- 705
- Participants
- 95th
- Percentile by assets
- $391,664
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $276M
- total plan assets (2024 EOY)
- 705
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $391,664
- avg assets per participant
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.
Local Union 400 IBEW Joint Annuity Plan vs the 2024 asset distribution
By assets, Local Union 400 IBEW Joint Annuity Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $273M |
|---|---|
| Net Assets (End of Year) | $276M |
| Net Income | $3M |
| Employer EIN | 222160644 |
| Plan Effective Date | 1976-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Local 400 IBEW Joint Annuity Fund)
| 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
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Local Union 400 IBEW Joint Annuity Plan by total assets, not by location.
- Bowdoin College Retirement Plan (ME) $277M · 892
- National Hockey League Players Pension Plan () $275M · 9
- Massachusetts Bricklayers & Masons Annuity Fund (MA) $273M · 2,114
- Construction Laborers Annuity Plan for Southern California (CA) $273M · 50,993
Frequently Asked Questions
How did Local Union 400 IBEW Joint Annuity Plan assets move in 2024? ▼
How have Trustees of Local 400 IBEW Joint Annuity Fund plan assets changed over time? ▼
Where does Local Union 400 IBEW Joint Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Local Union 400 IBEW Joint Annuity Plan? ▼
Next read for Local Union 400 IBEW Joint Annuity Plan
Scale reading
Ways to act on Local Union 400 IBEW Joint Annuity Plan's numbers.
- By total assets, Local Union 400 IBEW Joint Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Trustees of Local 400 IBEW Joint Annuity Fund's sponsor-wide assets have grown 10.5% since 2022 across 3 plan years on file. More Construction plans