Other · DOL Form 5500 · 2024

I.B.E.W. Local #81 Annuity Fund Joint Board of Trustees Retirement Plan

Data updated 2026-08-25

$123M
Total assets Near avg plan size
508
Participants Below avg headcount
92nd
Percentile by assets National rank
$242,436
Avg per participant Above avg balance/head
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Official DOL plan name: Electricians Annuity Fund Local 81 · Sponsored by I.B.E.W. Local #81 Annuity Fund Joint Board of Trustees · Pennsylvania · Construction

$123M in assets, 508 participants

I.B.E.W. Local #81 Annuity Fund Joint Board of Trustees's Electricians Annuity Fund Local 81 reported $123M in total assets and 508 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,163 in Construction (9,039 peers)

Where Electricians Annuity Fund Local 81 sits by assets

Electricians Annuity Fund Local 81 sits in the top 10% of all filed plans by assets, $123M for 508 participants (~$242,436/participant), up 10.1% in 2024.

#8,163
in Construction (9,039 peers)
+10.1%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Electricians Annuity Fund Local 81's outsized position by total assets

Electricians Annuity Fund Local 81 vs every filed plan by assets

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

$123,157,346 Top 8% higher than 92% 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

Electricians Annuity Fund Local 81 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. Electricians Annuity Fund Local 81 sits mid-pack in the medium band (508 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Electricians Annuity Fund Local 81 reported net income fell from $18M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Electricians Annuity Fund Local 81 end-of-year assets rose from $112M in the plan year 2023 filing to $123M in the plan year 2024 filing.
  • Electricians Annuity Fund Local 81 reported participants fell from 524 in the plan year 2023 filing to 508 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 236535432 · I.B.E.W. Local #81 Annuity Fund Joint Board of Trustees PY 2024 · Other

Electricians Annuity Fund Local 81 · $123M · 508 · 92nd

  • RANK $123M
  • PHOTO 508
  • IND 92nd
  • EOY Other
  • 5500 near University Physicians and Surgeons, Inc. Retirement Plan
  • ASSETS ind #8163

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 Pennsylvania →

Electricians Annuity Fund Local 81 in the asset neighbourhood

University Physicians and Surgeons, Inc. Retirement PlanUniversity Physicians and Su…$123MElectricians Annuity Fund Local 81Electricians Annuity Fund Lo…$123MLovelace Biomedical Research Institute Tda and DC PlanLovelace Biomedical Research…$123MManhattanville College 403(b) Retirement PlanManhattanville College 403(b…$123MPediatric Academic Association, Inc. 403(b) Tax-Sheltered Annuity PlanPediatric Academic Associati…$123M
End-of-year total assets ($M) among Electricians Annuity Fund Local 81 and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$123M
Net Income$11M
Employer EIN236535432
Plan Effective Date1963-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I.B.E.W. Local #81 Annuity Fund Joint Board of Trustees)

Sponsor-wide plan assets over time

All I.B.E.W. Local #81 Annuity Fund Joint Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$123M 30.81511918017643% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $94.2M $123M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 545 $94M
2023 1 524 $112M
2024 1 508 $123M

Nearby Other Plans in Pennsylvania

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

Electricians Annuity Fund Local 81 vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Electricians Annuity Fund Local 81, Total assets ($B): 0.123157346 · Participants: 508Electricians Annuity Fund Local 81The University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Electricians Annuity Fund Local 81 vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Electricians Annuity Fund Local 81 side-by-side with 3 peers →

Electricians Annuity Fund Local 81's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is University Physicians and Surgeons, Inc. Retirement Plan in WV ($123M); by covered participants it is Clarity Care, Inc Retirement Plan in WI (508 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (508 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 Electricians Annuity Fund Local 81 assets move in 2024? ▼
Electricians Annuity Fund Local 81 grew at a solid clip - up 10.1% during 2024, from $112M to $123M. Reported net income was $11M.
How have I.B.E.W. Local #81 Annuity Fund Joint Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.B.E.W. Local #81 Annuity Fund Joint Board of Trustees's sponsor-wide assets grew 30.8%, from $94M to $123M.
Where does Electricians Annuity Fund Local 81 rank by assets among Form 5500 filers? ▼
Electricians Annuity Fund Local 81 ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Electricians Annuity Fund Local 81? ▼
Among Other plans in other states, the closest by assets is University Physicians and Surgeons, Inc. Retirement Plan in WV ($123M, 1,294 participants).
Which Other plans cover a similar participant headcount to Electricians Annuity Fund Local 81? ▼
Among Other plans in other states, the closest by covered participants is Clarity Care, Inc Retirement Plan in WI (508 participants, $5M 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 236535432.

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.