Profit Sharing · DOL Form 5500 · 2024

Board of Trustees of IBEW Local 139 Annuity Fund Profit Sharing Plan

Data updated 2026-08-06

$25M
Total assets: 220
Participants: 75th
Percentile by assets: $115,612
Avg per participant

Official DOL plan name: I.B.E.W. Local 139 Annuity Plan · Sponsored by Board of Trustees of IBEW Local 139 Annuity Fund · New York · Construction

$25M in assets, 220 participants

Board of Trustees of IBEW Local 139 Annuity Fund's I.B.E.W. Local 139 Annuity Plan reported $25M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

75th percentile by assets (of 116,472 plans)

Coverage in New York

I.B.E.W. Local 139 Annuity Plan covers 220 participants in New York, about 28% of the average New York filer (state average ~795 per filing). Assets: $25M.

$25M
total plan assets (2024 EOY): 220
covered participants: 75th
percentile by assets (of 116,472 plans): $115,612
avg assets per participant

I.B.E.W. Local 139 Annuity Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
I.B.E.W. Local 139 Annuity Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
I.B.E.W. Local 139 Annuity Plan reported participants fell from 232 in the plan year 2023 filing to 220 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Construction

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. I.B.E.W. Local 139 Annuity Plan reports 220 participants - about 28% of that state average ($25M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$23M
Net Assets (End of Year)	$25M
Net Income	$3M
Employer EIN	516029959
Plan Effective Date	1966-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of IBEW Local 139 Annuity Fund)

Total plan assets by year, all Board of Trustees of IBEW Local 139 Annuity Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	225	$20M
2023	1	232	$23M
2024	1	220	$25M

Nearby Profit Sharing Plans in New York

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

I.B.E.W. Local 139 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare I.B.E.W. Local 139 Annuity Plan side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to I.B.E.W. Local 139 Annuity Plan by total assets, not by location.

Accion International 403(b) Retirement Plan (DC) $25M · 76
Hubbell Caribe,Inc. Employees' Retirement Plan (CT) $25M · 553
Silvi Concrete Products, Inc. Retirement Plan (PA) $25M · 409
Star's Edge, Inc. Profit Sharing Plan (FL) $25M · 12

Frequently Asked Questions

How did I.B.E.W. Local 139 Annuity Plan assets move in 2024? ▼

I.B.E.W. Local 139 Annuity Plan grew at a solid clip - up 12.5% during 2024, from $23M to $25M. Reported net income was $3M.

How have Board of Trustees of IBEW Local 139 Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of IBEW Local 139 Annuity Fund's sponsor-wide assets grew 27.6%, from $20M to $25M.

Where does I.B.E.W. Local 139 Annuity Plan rank by assets among Form 5500 filers? ▼

I.B.E.W. Local 139 Annuity Plan ranks in the 75th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to I.B.E.W. Local 139 Annuity Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Accion International 403(b) Retirement Plan in DC ($25M, 76 participants).

Next read for I.B.E.W. Local 139 Annuity Plan

Filing takeaways

Ways to act on I.B.E.W. Local 139 Annuity Plan's numbers.

By total assets, I.B.E.W. Local 139 Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Board of Trustees of IBEW Local 139 Annuity Fund's sponsor-wide assets have grown 27.6% since 2022 across 3 plan years on file. More Construction plans

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 516029959.

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.