401(k) · DOL Form 5500 · 2022

Board of Trustees of IBEW Local Union No. 527 Annuity Plan 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
570
Participants Below avg headcount
71st
Percentile by assets National rank
$23,902
Avg per participant Low balance/head
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Official DOL plan name: IBEW Local Union No. 527 Annuity Plan · Sponsored by Board of Trustees of IBEW Local Union No. 527 Annuity Plan · Texas · Construction

$14M in assets, 570 participants

Board of Trustees of IBEW Local Union No. 527 Annuity Plan's IBEW Local Union No. 527 Annuity Plan reported $14M in total assets and 570 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #7,001 in Construction (9,927 peers)

Board of Trustees of IBEW Local Union No. 527 Annuity Plan multi-year trail

Board of Trustees of IBEW Local Union No. 527 Annuity Plan's plans moved +15.1% in assets from 2022 to 2024; this filing shows IBEW Local Union No. 527 Annuity Plan at $14M / 570 participants.

#7,001
in Construction (9,927 peers)
-13.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

IBEW Local Union No. 527 Annuity Plan's outsized position by total assets

IBEW Local Union No. 527 Annuity Plan vs every filed plan by assets

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

$13,624,118 Top 29% higher than 71% 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. 527 Annuity 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. IBEW Local Union No. 527 Annuity Plan sits mid-pack in the medium band (570 participants).

Form 5500 schedule snapshot

Filing strip 742091530 · Board of Trustees of IBEW Local Union No. 527 Annuity Plan PY 2022 · 401(k)

IBEW Local Union No. 527 Annuity Plan · $14M · 570 · 71st

  • EBSA $14M
  • EBSA 570
  • EBSA 71st
  • EBSA 401(k)
  • EBSA near Iccd, Inc. Retirement Plan
  • EBSA ind #7001

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 Texas →

IBEW Local Union No. 527 Annuity Plan in the asset neighbourhood

IBEW Local Union No. 527 Annuity PlanIBEW Local Union No. 527 Ann…$14MIccd, Inc. Retirement Plan$14MShaw Electric, Inc. Retirement Savings PlanShaw Electric, Inc. Retireme…$14MSbera 401(k) Plan as Adopted by Home Loan Investment Bank, FsbSbera 401(k) Plan as Adopted…$14MSalt Lake Community Action Program 401(k) PlanSalt Lake Community Action P…$14M
End-of-year total assets ($M) among IBEW Local Union No. 527 Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Board of Trustees of IBEW Local Union No. 527 Annuity Plan multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees of IBEW Local Union No. 527 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$16M 15.06802128402% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.6M $15.7M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 570 $14M
2023 1 370 $15M
2024 1 604 $16M

Board of Trustees of IBEW Local Union No. 527 Annuity Plan filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN742091530
Plan Effective Date1978-09-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

IBEW Local Union No. 527 Annuity Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants IBEW Local Union No. 527 Annuity Plan, Total assets ($B): 0.013624118 · Participants: 570IBEW Local Union No. 527 Annuity PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
IBEW Local Union No. 527 Annuity Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare IBEW Local Union No. 527 Annuity Plan side-by-side with 3 peers →

IBEW Local Union No. 527 Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Iccd, Inc. Retirement Plan in NY ($14M); by covered participants it is National Federation of Independent Business Retirement Savings Plan in TN (570 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (570 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. 527 Annuity Plan assets move in 2022? ▼
IBEW Local Union No. 527 Annuity Plan pulled back noticeably - down 13.7% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Board of Trustees of IBEW Local Union No. 527 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of IBEW Local Union No. 527 Annuity Plan's sponsor-wide assets grew 15.1%, from $14M to $16M.
Which 401(k) plans are similar in size to IBEW Local Union No. 527 Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iccd, Inc. Retirement Plan in NY ($14M, 174 participants).
Which 401(k) plans cover a similar participant headcount to IBEW Local Union No. 527 Annuity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is National Federation of Independent Business Retirement Savings Plan in TN (570 participants, $85M 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 742091530.

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.