Other · DOL Form 5500 · 2024
IBEW Local Union 325 Retirement Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 385
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $109,055
- Avg per participant Below avg balance/head
Official DOL plan name: IBEW Local 325 Annuity Fund · Sponsored by IBEW Local Union 325 · New York · Finance & Insurance
$42M in assets, 385 participants
IBEW Local Union 325's IBEW Local 325 Annuity Fund reported $42M in total assets and 385 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,175 in Finance & Insurance (8,549 peers)
Coverage in New York
IBEW Local 325 Annuity Fund covers 385 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $42M.
- #6,175
- in Finance & Insurance (8,549 peers)
- +3.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
IBEW Local 325 Annuity Fund's outsized position by total assets
IBEW Local 325 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,986,090 Top 18% higher than 82% 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 325 Annuity Fund 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. IBEW Local 325 Annuity Fund sits mid-pack in the medium band (385 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- IBEW Local 325 Annuity Fund reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- IBEW Local 325 Annuity Fund end-of-year assets rose from $40M in the plan year 2023 filing to $42M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 161368200 · IBEW Local Union 325 PY 2024 · Other
IBEW Local 325 Annuity Fund · $42M · 385 · 82nd
- EOY $42M
- EOY 385
- EOY 82nd
- EOY Other
- EOY near Lake Highland Preparatory School 403(b) Plan
- EOY ind #6175
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 325 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $2M |
| Employer EIN | 161368200 |
| Plan Effective Date | 1990-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local Union 325)
Sponsor-wide plan assets over time
All IBEW Local Union 325 plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 12.603672610820485% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 371 | $37M |
| 2023 | 1 | 382 | $40M |
| 2024 | 1 | 385 | $42M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
IBEW Local 325 Annuity Fund's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Lake Highland Preparatory School 403(b) Plan in FL ($42M); by covered participants it is Houlton Regional Hospital 403(b) Savings Plan in ME (385 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Lake Highland Preparatory School 403(b) Plan (FL) $42M · 378
- Tatnall School 403(b) Plan (DE) $42M · 115
- The Baldwin School Defined Contribution Plan (PA) $42M · 216
- American Geophysical Union Retirement Plan (DC) $42M · 173
Similar participant headcount
Nearest other-state filings by covered participants (385 participants); asset peers above are excluded.
- Houlton Regional Hospital 403(b) Savings Plan (ME) 385 · 0 off
- Msb 403(b) Retirement Program (MD) 385 · 0 off
- Icuf Multiple Employer Plan (FL) 385 · 0 off
- International Research and Exchanges Board Inc. DC Plan (DC) 385 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.