Profit Sharing · DOL Form 5500 · 2024

Board of Trustees of the Annuity Plan of the Electrical Industry Profit Sharing Plan

Data updated 2026-08-25

$2.3B
Total assets Very large vs avg
18,200
Participants Very large workforce
99th
Percentile by assets National rank
$126,176
Avg per participant Near avg balance/head
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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.

  • #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.

#8,992
in Construction (9,039 peers)
+3.9%
assets growth YoY
23×
vs typical plan assets (national mean)

Annuity Plan of the Electrical Industry's outsized position by total assets

Annuity Plan of the Electrical Industry vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,296,401,236 Top 1% higher than 99% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Annuity Plan of the Electrical Industry's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Plan of the Electrical Industry is a mega filing (18,200 participants), the rightmost band on the breakdown.

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 136123600 · Board of Trustees of the Annuity Plan of the Electrical Industry PY 2024 · Profit Sharing

Annuity Plan of the Electrical Industry · $2.3B · 18,200 · 99th

  • TYPE $2.3B
  • NET 18,200
  • BOOK 99th
  • VS-ST Profit Sharing
  • BOY near Eastern Atlantic States Carpenters Annuity Fund
  • SCH ind #8992

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 New York →

Annuity Plan of the Electrical Industry in the asset neighbourhood

Ernst & Young Partnership Retirement (Hr-10) PlanErnst & Young Partnership Re…$2.5BTax Deferred Savings Plan of Novant Health, Inc.Tax Deferred Savings Plan of…$2.5BAnnuity Plan of the Electrical IndustryAnnuity Plan of the Electric…$2.3BEastern Atlantic States Carpenters Annuity FundEastern Atlantic States Carp…$2.2BPrisma Health Retirement Savings PlanPrisma Health Retirement Sav…$2.2B
End-of-year total assets ($B) among Annuity Plan of the Electrical Industry and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$2.2B
Net Assets (End of Year)$2.3B
Net Income$94M
Employer EIN136123600
Plan Effective Date1957-12-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Annuity Plan of the Electrical Industry)

Sponsor-wide plan assets over time

All Board of Trustees of the Annuity Plan of the Electrical Industry plans reported in each filing year

Latest sponsor-wide plan assets
$2.3B 15.819820692796815% vs 2022
2024 filing year
$1.9B$2B$2.1B$2.2B$2.3B$2.4B 202220232024 $1.98B $2.3B ▲ +16.2%
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 Scatter plot of 6 data points. 05000100001500020000 0.511.522.5 Total assets ($B) Participants Annuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.944320888 · Participants: 11824Mason Tenders District Council Annuity Fund
Annuity Plan of the Electrical Industry vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Annuity Plan of the Electrical Industry side-by-side with 3 peers →

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

Annuity Plan of the Electrical Industry's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Eastern Atlantic States Carpenters Annuity Fund in PA ($2.2B); by covered participants it is Boilermakers National Annuity Trust in MO (18,034 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (18,200 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.

Frequently Asked Questions

How did Annuity Plan of the Electrical Industry assets move in 2024? ▼
Annuity Plan of the Electrical Industry edged up modestly - up 3.9% during 2024, from $2.2B to $2.3B. Reported net income was $94M.
How have Board of Trustees of the Annuity Plan of the Electrical Industry plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Annuity Plan of the Electrical Industry's sponsor-wide assets grew 15.8%, from $2.0B to $2.3B.
Where does Annuity Plan of the Electrical Industry rank by assets among Form 5500 filers? ▼
Annuity Plan of the Electrical Industry ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Annuity Plan of the Electrical Industry? ▼
Among Profit Sharing plans in other states, the closest by assets is Eastern Atlantic States Carpenters Annuity Fund in PA ($2.2B, 14,807 participants).
Which Profit Sharing plans cover a similar participant headcount to Annuity Plan of the Electrical Industry? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Boilermakers National Annuity Trust in MO (18,034 participants, $1.3B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 136123600.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.