Profit Sharing · DOL Form 5500 · 2024
Board of Trustees of the Annuity Plan of the Electrical Industry Profit Sharing Plan
Data updated 2026-08-11
- $2.3B
- Total assets
- 18,200
- Participants
- 99th
- Percentile by assets
- $126,176
- Avg per participant
Official DOL plan name: Annuity Plan of the Electrical Industry · Sponsored by Board of Trustees of the Annuity Plan of the Electrical Industry · New York · Construction
$2.3B in assets, 18,200 participants
Board of Trustees of the Annuity Plan of the Electrical Industry's Annuity Plan of the Electrical Industry reported $2.3B in total assets and 18,200 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 123,622 plans)
- #8,992 in Construction (9,039 peers)
Coverage in New York
Annuity Plan of the Electrical Industry covers 18,200 participants in New York, 23x the typical New York plan (state average ~798 per filing). Assets: $2.3B.
- $2.3B
- total plan assets (2024 EOY)
- 18,200
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $126,176
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Annuity Plan of the Electrical Industry reported net income fell from $227M in the plan year 2023 filing to $94M in the plan year 2024 filing.
- Annuity Plan of the Electrical Industry end-of-year assets rose from $2.2B in the plan year 2023 filing to $2.3B in the plan year 2024 filing.
- Annuity Plan of the Electrical Industry reported participants fell from 18,907 in the plan year 2023 filing to 18,200 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. Annuity Plan of the Electrical Industry reports 18,200 participants - 23x that state average ($2.3B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $2.2B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | $94M |
| Employer EIN | 136123600 |
| Plan Effective Date | 1957-12-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Annuity Plan of the Electrical Industry)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19,997 | $2.0B |
| 2023 | 1 | 18,907 | $2.2B |
| 2024 | 1 | 18,200 | $2.3B |
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 vs. nearby Profit Sharing plans in New York, assets vs. participants
- 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
- Mason Tenders District Council Annuity Fund $944M · 11,824
Scale composition for Annuity Plan of the Electrical Industry
Annuity Plan of the Electrical Industry reports $2.3B in end-of-year assets across 18,200 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $126,176 per participant (91% of the national average assets-per-participant) . Net income for plan year 2024 was $94M.
This plan identity (EIN 136123600, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.3B (+15.8%) while covered participants moved from 19,997 to 18,200 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 19,997 | $2.0B | Open filing |
| 2023 | 18,907 | $2.2B | Open filing |
| 2024 · index core | 18,200 | $2.3B | This page |
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Annuity Plan of the Electrical Industry by total assets, not by location.
- Eastern Atlantic States Carpenters Annuity Fund (PA) $2.2B · 14,807
- Prisma Health Retirement Savings Plan (SC) $2.2B · 29,201
- Ernst & Young Partnership Retirement (Hr-10) Plan (NJ) $2.5B · 1,666
- Tax Deferred Savings Plan of Novant Health, Inc. (NC) $2.5B · 38,137
Frequently Asked Questions
How did Annuity Plan of the Electrical Industry assets move in 2024? ▼
How have Board of Trustees of the Annuity Plan of the Electrical Industry plan assets changed over time? ▼
Where does Annuity Plan of the Electrical Industry rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Annuity Plan of the Electrical Industry? ▼
Next read for Annuity Plan of the Electrical Industry
Filing takeaways
Ways to act on Annuity Plan of the Electrical Industry's numbers.
- By total assets, Annuity Plan of the Electrical Industry ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Board of Trustees of the Annuity Plan of the Electrical Industry's sponsor-wide assets have grown 15.8% since 2022 across 3 plan years on file. More Construction plans