401(k) · DOL Form 5500 · 2022
Joint Board of Trustees, IBEW Local Union No 5 & Western PA Chapter Ne 401(k) Plan
Data updated 2026-08-25
- $401M
- Total assets Above avg plan size
- 3,236
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $123,806
- Avg per participant Near avg balance/head
Official DOL plan name: Western Pennsylvania Electrical Employees Deferred Compensation Plan · Sponsored by Joint Board of Trustees, IBEW Local Union No 5 & Western PA Chapter Ne · Pennsylvania · Construction
$401M in assets, 3,236 participants
Joint Board of Trustees, IBEW Local Union No 5 & Western PA Chapter Ne's Western Pennsylvania Electrical Employees Deferred Compensation Plan reported $401M in total assets and 3,236 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #9,642 in Construction (9,927 peers)
Coverage in Pennsylvania
Western Pennsylvania Electrical Employees Deferred Compensation Plan covers 3,236 participants in Pennsylvania, 3.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $401M.
- #9,642
- in Construction (9,927 peers)
- -16.2%
- assets change YoY
- 4.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $77M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Western Pennsylvania Electrical Employees Deferred Compensation Plan's outsized position by total assets
Western Pennsylvania Electrical Employees Deferred Compensation Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$400,635,562 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Western Pennsylvania Electrical Employees Deferred Compensation Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Pennsylvania Electrical Employees Deferred Compensation Plan lands in the large band (3,236 participants).
Published 5500 schedule card
Filing strip 251368983 · Joint Board of Trustees, IBEW Local Union No 5 & Western PA Chapter Ne PY 2022 · 401(k)
Western Pennsylvania Electrical Employees Deferred Compensation Plan · $401M · 3,236 · 97th
- TYPE $401M
- NET 3,236
- BOOK 97th
- VS-ST 401(k)
- BOY near The B & W Thrift Plan
- SCH ind #9642
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 Pennsylvania →
Western Pennsylvania Electrical Employees Deferred Compensation Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $478M |
|---|---|
| Net Assets (End of Year) | $401M |
| Net Income | -$77M |
| Employer EIN | 251368983 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees, IBEW Local Union No 5 & Western PA Chapter Ne)
Sponsor-wide plan assets over time
All Joint Board of Trustees, IBEW Local Union No 5 & Western PA Chapter Ne plans reported in each filing year
- Latest sponsor-wide plan assets
- $496M 23.857419576747407% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,236 | $401M |
| 2023 | 1 | 3,460 | $451M |
| 2024 | 1 | 3,623 | $496M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Western Pennsylvania Electrical Employees Deferred Compensation Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is The B & W Thrift Plan in OH ($401M); by covered participants it is J & J Snack Foods Corp. 401(k) Profit Sharing Plan in NJ (3,237 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($401M here).
- The B & W Thrift Plan (OH) $401M · 657
- Valaris Savings Plan (TX) $401M · 1,153
- Pratt Industries, Inc. 401(k) Profit Sharing Plan (GA) $401M · 7,963
- Polsinelli Profit Sharing Plan I (MO) $401M · 1,778
Similar participant headcount
Nearest other-state filings by covered participants (3,236 participants); asset peers above are excluded.
- J & J Snack Foods Corp. 401(k) Profit Sharing Plan (NJ) 3,237 · 1 off
- Bg Staff Services Inc. Retirement Savings Plan (TX) 3,235 · 1 off
- Trident Seafoods Corporation 401(k) Retirement Plan (WA) 3,237 · 1 off
- Resideo Technologies, Inc. 401(k) Plan (AZ) 3,237 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.