Money Purchase · DOL Form 5500 · 2024

Trustees of Local Union 106 IBEW Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
165
Participants Small participant base
79th
Percentile by assets National rank
$207,321
Avg per participant Above avg balance/head
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Official DOL plan name: I.B.E.W. Local No. 106 Annuity Plan · Sponsored by Trustees of Local Union 106 IBEW Annuity Plan · New York · Finance & Insurance

$34M in assets, 165 participants

Trustees of Local Union 106 IBEW Annuity Plan's I.B.E.W. Local No. 106 Annuity Plan reported $34M in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,776 in Finance & Insurance (8,549 peers)

Coverage in New York

I.B.E.W. Local No. 106 Annuity Plan covers 165 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $34M.

#5,776
in Finance & Insurance (8,549 peers)
+14.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

I.B.E.W. Local No. 106 Annuity Plan's outsized position by total assets

I.B.E.W. Local No. 106 Annuity Plan vs every filed plan by assets

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

$34,207,887 Top 21% higher than 79% 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

I.B.E.W. Local No. 106 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. I.B.E.W. Local No. 106 Annuity Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.B.E.W. Local No. 106 Annuity Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • I.B.E.W. Local No. 106 Annuity Plan end-of-year assets rose from $30M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 166126150 · Trustees of Local Union 106 IBEW Annuity Plan PY 2024 · Money Purchase

I.B.E.W. Local No. 106 Annuity Plan · $34M · 165 · 79th

  • SCH $34M
  • SCH 165
  • SCH 79th
  • SCH Money Purchase
  • SCH near Greylock Pension Plan
  • SCH ind #5776

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 Finance & Insurance retirement plans → · Plans in New York →

I.B.E.W. Local No. 106 Annuity Plan in the asset neighbourhood

Greylock Pension Plan$35MI.B.E.W. Local No. 106 Annuity PlanI.B.E.W. Local No. 106 Annui…$34MSalud Family Health Retirement PlanSalud Family Health Retireme…$34MIron Workers Local #397 Annuity FundIron Workers Local #397 Annu…$34MInland Refrigeration and Air Conditioning Retirement Trust FundInland Refrigeration and Air…$33M
End-of-year total assets ($M) among I.B.E.W. Local No. 106 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN166126150
Plan Effective Date1979-11-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Local Union 106 IBEW Annuity Plan)

Sponsor-wide plan assets over time

All Trustees of Local Union 106 IBEW Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$78M 29.7973296280841% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $60.1M $78M ▲ +29.8%
Year Plans Participants Total Assets
2022 2 294 $60M
2023 2 312 $70M
2024 2 318 $78M

Nearby Money Purchase Plans in New York

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

I.B.E.W. Local No. 106 Annuity Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants I.B.E.W. Local No. 106 Annuity Plan, Total assets ($B): 0.034207887 · Participants: 165I.B.E.W. Local No. 106 Annuity PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
I.B.E.W. Local No. 106 Annuity Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare I.B.E.W. Local No. 106 Annuity Plan side-by-side with 3 peers →

I.B.E.W. Local No. 106 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Greylock Pension Plan in MA ($35M); by covered participants it is University of Maryland Faculty Physicians, Inc. Money Purchase Pension Plan in MD (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 I.B.E.W. Local No. 106 Annuity Plan assets move in 2024? ▼
I.B.E.W. Local No. 106 Annuity Plan grew at a solid clip - up 14.9% during 2024, from $30M to $34M. Reported net income was $4M.
How have Trustees of Local Union 106 IBEW Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Local Union 106 IBEW Annuity Plan's sponsor-wide assets grew 29.8%, from $60M to $78M.
Where does I.B.E.W. Local No. 106 Annuity Plan rank by assets among Form 5500 filers? ▼
I.B.E.W. Local No. 106 Annuity Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to I.B.E.W. Local No. 106 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Greylock Pension Plan in MA ($35M, 305 participants).
Which Money Purchase plans cover a similar participant headcount to I.B.E.W. Local No. 106 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is University of Maryland Faculty Physicians, Inc. Money Purchase Pension Plan in MD (165 participants, $9M 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 166126150.

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.