Joint Annuity Fund Local 164 IBEW retirement plans

Joint Annuity Fund Local 164 IBEW, Roseland, NJ. EIN 22-6031200. Annual reports 2009–2024.

Joint Annuity Fund Local 164 IBEW has one active retirement plan on file, the Joint Annuity Fund Local 164 IBEW, with 3,793 participants and $925 million in assets in 2024. Empower has been its recordkeeper since 2018. No traditional pension plan appears in Joint Annuity Fund Local 164 IBEW's filings since 2009.

Active plans: 1
Participants: 3,793
Plan assets: $925 million
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Construction

The plan

Joint Annuity Fund Local 164 IBEW

Defined contribution planActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 22-6031200
Participants (2024): 3,793
Net assets (2024): $925 million
Recordkeeper: EmpowerEarlier: Mccready & Keene (2012)
Plan administrator: Joint Annuity Fund Local 164 IBEW
425 Eagle Rock Avenue
Roseland, NJ 07068
(973) 228-4200As filed for 2024
In effect since: April 24, 1958

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,793	$925 million	Empower
2023	3,809	$832 million	Empower
2022	3,866	$728 million	Empower
2021	3,864	$845 million	Empower
2020	3,837	$740 million	Empower
2019	3,913	$651 million	Empower
2018	3,955	$544 million	Empower
2017	3,839	$560 million	not listed
2016	3,695	$490 million	not listed
2015	3,979	$465 million	not listed
2014	5,367	$466 million	not listed
2013	4,129	$447 million	not listed
2012	4,098	$390 million	Mccready & Keene
2011	4,170	$366 million	not listed
2010	4,181	$367 million	not listed
2009	4,133	$336 million	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Joint Annuity Fund Local 164 IBEW. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((973) 228-4200). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Joint Annuity Fund Local 164 IBEW

If you had money in one of these plans

What these numbers are

Other construction employers in NJ