401(k) · DOL Form 5500 · 2022

Board of Trustees of IBEW Local Union No. 520 Annuity Trust Fund 401(k) Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
3,700
Participants Above avg headcount
93rd
Percentile by assets National rank
$27,698
Avg per participant Low balance/head
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Official DOL plan name: IBEW Local Union No. 520 Annuity Plan · Sponsored by Board of Trustees of IBEW Local Union No. 520 Annuity Trust Fund · New Mexico · Construction

$102M in assets, 3,700 participants

Board of Trustees of IBEW Local Union No. 520 Annuity Trust Fund's IBEW Local Union No. 520 Annuity Plan reported $102M in total assets and 3,700 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #9,097 in Construction (9,927 peers)

Coverage in New Mexico

IBEW Local Union No. 520 Annuity Plan covers 3,700 participants in New Mexico, 10x the typical New Mexico plan (state average ~365 per filing). Assets: $102M.

#9,097
in Construction (9,927 peers)
-12.1%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

IBEW Local Union No. 520 Annuity Plan's outsized position by total assets

IBEW Local Union No. 520 Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$102,483,566 Top 7% higher than 93% of 139,123 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 2022

IBEW Local Union No. 520 Annuity 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. IBEW Local Union No. 520 Annuity Plan lands in the large band (3,700 participants).

Form 5500 schedule snapshot

Filing strip 752072597 · Board of Trustees of IBEW Local Union No. 520 Annuity Trust Fund PY 2022 · 401(k)

IBEW Local Union No. 520 Annuity Plan · $102M · 3,700 · 93rd

  • ASSETS $102M
  • PCT 3,700
  • EIN 93rd
  • RANK 401(k)
  • PHOTO near The Cape Cod Five Cents Savings Bank 401(k) Plan
  • IND ind #9097

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 Mexico →

IBEW Local Union No. 520 Annuity Plan in the asset neighbourhood

IBEW Local Union No. 520 Annuity PlanIBEW Local Union No. 520 Ann…$102MThe Cape Cod Five Cents Savings Bank 401(k) PlanThe Cape Cod Five Cents Savi…$102MProvidence Anesthesiology Associates, P.a. Profit Sharing 401(k) PlanProvidence Anesthesiology As…$102MSarepta Therapeutics, Inc. 401(k) PlanSarepta Therapeutics, Inc. 4…$102MFirst Community Bancshares, Inc.Employees' Profit Sharing PlanFirst Community Bancshares, …$102M
End-of-year total assets ($M) among IBEW Local Union No. 520 Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Mexico filing particulars

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$102M
Net Income-$14M
Employer EIN752072597
Plan Effective Date1997-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of IBEW Local Union No. 520 Annuity Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees of IBEW Local Union No. 520 Annuity Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$138M 35.056139635109886% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $102M $138M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 3,700 $102M
2023 1 3,818 $121M
2024 1 3,913 $138M

Nearby 401(k) Plans in New Mexico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

IBEW Local Union No. 520 Annuity Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20246 Total assets ($B) Participants IBEW Local Union No. 520 Annuity Plan, Total assets ($B): 0.102483566 · Participants: 3700IBEW Local Union No. 520 Annuity PlanNtess Savings and Income Plan, Total assets ($B): 5.039491778 · Participants: 14007Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 1.548125595 · Participants: 8535Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.750238886 · Participants: 2476Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.707275306 · Participants: 1638Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.445070272 · Participants: 1553Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
IBEW Local Union No. 520 Annuity Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare IBEW Local Union No. 520 Annuity Plan side-by-side with 3 peers →

IBEW Local Union No. 520 Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is The Cape Cod Five Cents Savings Bank 401(k) Plan in MA ($102M); by covered participants it is Spire Employee Savings Plan in MO (3,701 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,700 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did IBEW Local Union No. 520 Annuity Plan assets move in 2022? ▼
IBEW Local Union No. 520 Annuity Plan pulled back noticeably - down 12.1% during 2022, from $117M to $102M. Reported net income was -$14M.
How have Board of Trustees of IBEW Local Union No. 520 Annuity Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of IBEW Local Union No. 520 Annuity Trust Fund's sponsor-wide assets grew 35.1%, from $102M to $138M.
Where does IBEW Local Union No. 520 Annuity Plan rank by assets among Form 5500 filers? ▼
IBEW Local Union No. 520 Annuity Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to IBEW Local Union No. 520 Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Cape Cod Five Cents Savings Bank 401(k) Plan in MA ($102M, 524 participants).
Which 401(k) plans cover a similar participant headcount to IBEW Local Union No. 520 Annuity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spire Employee Savings Plan in MO (3,701 participants, $568M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752072597.

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.