Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Annuity Fund IBEW Local 96 Profit Sharing Plan
Data updated 2026-08-25
- $109M
- Total assets Near avg plan size
- 730
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $149,825
- Avg per participant Above avg balance/head
Official DOL plan name: Annuity Plan IBEW Local 96 · Sponsored by Board of Trustees Annuity Fund IBEW Local 96 · Maryland · Construction
$109M in assets, 730 participants
Board of Trustees Annuity Fund IBEW Local 96's Annuity Plan IBEW Local 96 reported $109M in total assets and 730 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #8,091 in Construction (9,039 peers)
Where Annuity Plan IBEW Local 96 sits by assets
Annuity Plan IBEW Local 96 sits in the top 10% of all filed plans by assets, $109M for 730 participants (~$149,825/participant), up 6.0% in 2024.
- #8,091
- in Construction (9,039 peers)
- +6.0%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Annuity Plan IBEW Local 96's outsized position by total assets
Annuity Plan IBEW Local 96 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$109,372,244 Top 9% higher than 91% 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
Annuity Plan IBEW Local 96 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. Annuity Plan IBEW Local 96 sits mid-pack in the medium band (730 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Annuity Plan IBEW Local 96 reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Annuity Plan IBEW Local 96 end-of-year assets rose from $103M in the plan year 2023 filing to $109M in the plan year 2024 filing.
- Annuity Plan IBEW Local 96 reported participants rose from 694 in the plan year 2023 filing to 730 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 046295080 · Board of Trustees Annuity Fund IBEW Local 96 PY 2024 · Profit Sharing
Annuity Plan IBEW Local 96 · $109M · 730 · 91st
- EOY $109M
- 5500 730
- ASSETS 91st
- PCT Profit Sharing
- EIN near Hawaii Sheet Metal Workers Annuity Profit Sharing
- RANK ind #8091
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 Maryland →
Annuity Plan IBEW Local 96 in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | $6M |
| Employer EIN | 046295080 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Annuity Fund IBEW Local 96)
Sponsor-wide plan assets over time
All Board of Trustees Annuity Fund IBEW Local 96 plans reported in each filing year
- Latest sponsor-wide plan assets
- $178M 14.647529825658667% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 942 | $155M |
| 2023 | 2 | 968 | $165M |
| 2024 | 2 | 1,022 | $178M |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Sprinkler Industry Supplemental Pension Fund $3.3B · 28,393
- Nfl Player Annuity Program $2.0B · 2,745
- University of Maryland Medical System 403(b) Retirement Savings Plan $730M · 19,560
- Nfl Player Capital Accumulation Plan $707M · 2,693
- International Painters and Allied Trades Industry Annuity Plan $644M · 10,721
Annuity Plan IBEW Local 96's out-of-state Profit Sharing peers by assets and headcount
Outside Maryland, the nearest Profit Sharing by assets is Hawaii Sheet Metal Workers Annuity Profit Sharing in HI ($109M); by covered participants it is Willamette University Defined Contribution Retirement Plan in OR (730 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($109M here).
- Hawaii Sheet Metal Workers Annuity Profit Sharing (HI) $109M · 571
- Cape Regional Medical Center Defined Contribution Retirement Plan (NJ) $109M · 1,040
- Stowers Group Retirement Plan (MO) $109M · 432
- Retirement Plan for Employees of Howardcenter (VT) $110M · 1,261
Similar participant headcount
Nearest other-state filings by covered participants (730 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.