Other · DOL Form 5500 · 2024
IBEW Local Union 325 Retirement Plan
Data updated 2026-08-11
- $42M
- Total assets
- 385
- Participants
- 82nd
- Percentile by assets
- $109,055
- Avg per participant
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.
- 82nd percentile by assets (of 123,622 plans)
- #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.
- $42M
- total plan assets (2024 EOY)
- 385
- covered participants
- 82nd
- percentile by assets (of 123,622 plans)
- $109,055
- avg assets per participant
Where IBEW Local 325 Annuity Fund sits 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
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. IBEW Local 325 Annuity Fund reports 385 participants - about 48% of that state average ($42M EOY assets).
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)
| 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.
IBEW Local 325 Annuity Fund vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to IBEW Local 325 Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did IBEW Local 325 Annuity Fund assets move in 2024? ▼
How have IBEW Local Union 325 plan assets changed over time? ▼
Where does IBEW Local 325 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to IBEW Local 325 Annuity Fund? ▼
Next read for IBEW Local 325 Annuity Fund
Filing takeaways
Ways to act on IBEW Local 325 Annuity Fund's numbers.
- By total assets, IBEW Local 325 Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- IBEW Local Union 325's sponsor-wide assets have grown 12.6% since 2022 across 3 plan years on file. More Finance & Insurance plans