Profit Sharing · DOL Form 5500 · 2024
IBEW Local No. 236 Annuity Plan Profit Sharing Plan
Data updated 2026-08-25
- $132M
- Total assets Near avg plan size
- 1,438
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $91,651
- Avg per participant Below avg balance/head
Official DOL plan name: IBEW Local No. 236 Annuity Plan · Sponsored by IBEW Local No. 236 Annuity Plan · New York · Finance & Insurance
$132M in assets, 1,438 participants
IBEW Local No. 236 Annuity Plan's IBEW Local No. 236 Annuity Plan reported $132M in total assets and 1,438 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.
- #7,510 in Finance & Insurance (8,549 peers)
Where IBEW Local No. 236 Annuity Plan sits by assets
IBEW Local No. 236 Annuity Plan sits in the top 10% of all filed plans by assets, $132M for 1,438 participants (~$91,651/participant), up 14.0% in 2024.
- #7,510
- in Finance & Insurance (8,549 peers)
- +14.0%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
IBEW Local No. 236 Annuity Plan's outsized position by total assets
IBEW Local No. 236 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$131,794,485 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
IBEW Local No. 236 Annuity Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW Local No. 236 Annuity Plan lands in the large band (1,438 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- IBEW Local No. 236 Annuity Plan reported participants fell from 2,058 in the plan year 2023 filing to 1,438 in the plan year 2024 filing.
- IBEW Local No. 236 Annuity Plan reported net income rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- IBEW Local No. 236 Annuity Plan end-of-year assets rose from $116M in the plan year 2023 filing to $132M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 518070174 · IBEW Local No. 236 Annuity Plan PY 2024 · Profit Sharing
IBEW Local No. 236 Annuity Plan · $132M · 1,438 · 92nd
- PCT $132M
- EIN 1,438
- RANK 92nd
- PHOTO Profit Sharing
- IND near Baker & Mckenzie Illinois Profit Sharing Plan II
- EOY ind #7510
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 →
IBEW Local No. 236 Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $132M |
| Net Income | $16M |
| Employer EIN | 518070174 |
| Plan Effective Date | 1972-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local No. 236 Annuity Plan)
Sponsor-wide plan assets over time
All IBEW Local No. 236 Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $132M 28.603502868856328% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,101 | $102M |
| 2023 | 1 | 2,058 | $116M |
| 2024 | 1 | 1,438 | $132M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- 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
IBEW Local No. 236 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Baker & Mckenzie Illinois Profit Sharing Plan II in IL ($131M); by covered participants it is Southern Illinois Laborers & Employers Annuity Fund in IL (1,445 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($132M here).
- Baker & Mckenzie Illinois Profit Sharing Plan II (IL) $131M · 576
- Wiggin & Dana Retirement and Savings Plan for Partners & Staff (CT) $131M · 197
- Plumbers Retirement Fund (PA) $131M · 707
- Ons Savings Plan (CT) $133M · 1,230
Similar participant headcount
Nearest other-state filings by covered participants (1,438 participants); asset peers above are excluded.
- Southern Illinois Laborers & Employers Annuity Fund (IL) 1,445 · 7 off
- United States Liability Insurance Company Employees' Profit Sharing Plan (PA) 1,429 · 9 off
- Wayne Unc 401(a) Plan (NC) 1,447 · 9 off
- Pipe Fitters Local No 533 Individual Account Plan (MO) 1,427 · 11 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.