401(k) · DOL Form 5500 · 2022
Board of Trustees Ua Local 125 Retirement Savings Plan 401(k) Plan
Data updated 2026-08-25
- $123M
- Total assets Near avg plan size
- 957
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $128,170
- Avg per participant Near avg balance/head
Official DOL plan name: Ua Local 125 Retirement Savings Plan · Sponsored by Board of Trustees Ua Local 125 Retirement Savings Plan · Iowa · Construction
$123M in assets, 957 participants
Board of Trustees Ua Local 125 Retirement Savings Plan's Ua Local 125 Retirement Savings Plan reported $123M in total assets and 957 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #9,188 in Construction (9,927 peers)
Where Ua Local 125 Retirement Savings Plan sits by assets
Ua Local 125 Retirement Savings Plan sits in the top 10% of all filed plans by assets, $123M for 957 participants (~$128,170/participant), down 9.4% in 2022.
- #9,188
- in Construction (9,927 peers)
- -9.4%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ua Local 125 Retirement Savings Plan's outsized position by total assets
Ua Local 125 Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$122,658,271 Top 6% higher than 94% 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
Ua Local 125 Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ua Local 125 Retirement Savings Plan sits mid-pack in the medium band (957 participants).
Form 5500 schedule snapshot
Filing strip 421497403 · Board of Trustees Ua Local 125 Retirement Savings Plan PY 2022 · 401(k)
Ua Local 125 Retirement Savings Plan · $123M · 957 · 94th
- BOOK $123M
- VS-ST 957
- BOY 94th
- SCH 401(k)
- EBSA near Emcore Corporation 401(k) Plan
- PART ind #9188
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 Iowa →
Ua Local 125 Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $135M |
|---|---|
| Net Assets (End of Year) | $123M |
| Net Income | -$13M |
| Employer EIN | 421497403 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ua Local 125 Retirement Savings Plan)
Sponsor-wide plan assets over time
All Board of Trustees Ua Local 125 Retirement Savings Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $164M 34.067868117919254% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 957 | $123M |
| 2023 | 1 | 1,000 | $146M |
| 2024 | 1 | 1,042 | $164M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Ua Local 125 Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Emcore Corporation 401(k) Plan in CA ($123M); by covered participants it is New Century Energies, Inc Employee Investment Plan for Bargaining Unit Employees and Former Non-Bargaining Unit Employees in MN (957 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($123M here).
- Emcore Corporation 401(k) Plan (CA) $123M · 284
- Argos USA Retirement Savings Plan (GA) $123M · 2,133
- The 401(k) Partnership of Trusted Media Brands, Inc. (NY) $123M · 368
- Retirement Plan for Employees of Molnlycke Health Care US LLC (GA) $123M · 653
Similar participant headcount
Nearest other-state filings by covered participants (957 participants); asset peers above are excluded.
- New Century Energies, Inc Employee Investment Plan for Bargaining Unit Employees and Former Non-Bargaining Unit Employees (MN) 957 · 0 off
- Perry Ellis Shared Services LLC 401(k) Plan (FL) 957 · 0 off
- Hallkeen Management, Inc. 401(k) Retirement Plan (MA) 957 · 0 off
- Gulfeagle Supply 401(k) Profit Sharing Plan (FL) 957 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.