401(k) · DOL Form 5500 · 2022

Board of Trustees 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
79
Participants Small participant base
64th
Percentile by assets National rank
$121,181
Avg per participant Near avg balance/head
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Official DOL plan name: The United Construction Workers Retirement and 401(k) Savings Plan · Sponsored by Board of Trustees · Indiana · Finance & Insurance

$10M in assets, 79 participants

Board of Trustees's The United Construction Workers Retirement and 401(k) Savings Plan reported $10M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,385 in Finance & Insurance (9,261 peers)

Board of Trustees multi-year trail

Board of Trustees's plans moved +20.3% in assets from 2022 to 2024; this filing shows The United Construction Workers Retirement and 401(k) Savings Plan at $10M / 79 participants.

#4,385
in Finance & Insurance (9,261 peers)
-22.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The United Construction Workers Retirement and 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

The United Construction Workers Retirement and 401(k) Savings Plan vs every filed plan by assets

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

$9,573,334 Top 36% higher than 64% 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

The United Construction Workers Retirement and 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The United Construction Workers Retirement and 401(k) Savings Plan is a small filing (79 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 731641436 · Board of Trustees PY 2022 · 401(k)

The United Construction Workers Retirement and 401(k) Savings Plan · $10M · 79 · 64th

  • EBSA $10M
  • PART 79
  • TYPE 64th
  • NET 401(k)
  • BOOK near American Benefits Council 401(k) Retirement Plan
  • VS-ST ind #4385

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 Finance & Insurance retirement plans → · Plans in Indiana →

The United Construction Workers Retirement and 401(k) Savings Plan in the asset neighbourhood

The United Construction Workers Retirement and 401(k) Savings PlanThe United Construction Work…$10MAmerican Benefits Council 401(k) Retirement PlanAmerican Benefits Council 40…$10MManitowoc Tool & Manufacturing, LLC 401(k) Profit Sharing PlanManitowoc Tool & Manufacturi…$10MBmw Northwest 401(k) Plan$10MDean Transportation, Inc. 401(k) PlanDean Transportation, Inc. 40…$10M
End-of-year total assets ($M) among The United Construction Workers Retirement and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Board of Trustees multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$12M 20.25243243367462% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.57M $11.5M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 79 $10M
2023 1 81 $11M
2024 1 75 $12M

Board of Trustees filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN731641436
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

The United Construction Workers Retirement and 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants The United Construction Workers Retirement and 401(k) Savings Plan, Total assets ($B): 0.009573334 · Participants: 79The United Construction Workers Retirement and 401(k) Savings PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
The United Construction Workers Retirement and 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare The United Construction Workers Retirement and 401(k) Savings Plan side-by-side with 3 peers →

The United Construction Workers Retirement and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is American Benefits Council 401(k) Retirement Plan in DC ($10M); by covered participants it is Urbieta 401(k) Plan in FL (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 The United Construction Workers Retirement and 401(k) Savings Plan assets move in 2022? ▼
The United Construction Workers Retirement and 401(k) Savings Plan declined sharply - down 22.2% during 2022, from $12M to $10M. Reported net income was -$3M.
How have Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees's sponsor-wide assets grew 20.3%, from $10M to $12M.
Which 401(k) plans are similar in size to The United Construction Workers Retirement and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Benefits Council 401(k) Retirement Plan in DC ($10M, 11 participants).
Which 401(k) plans cover a similar participant headcount to The United Construction Workers Retirement and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Urbieta 401(k) Plan in FL (79 participants, N/A 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 731641436.

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.