401(k) · DOL Form 5500 · 2022
Board of Directors of the IBEW Locals' Saving & Retirement Group Trust 401(k) Plan
Data updated 2026-08-25
- $676M
- Total assets Above avg plan size
- 389
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $1.7M
- Avg per participant High balance/head
Official DOL plan name: International Brotherhood of Electrical Workers Local Unions Savings & Security Plan · Sponsored by Board of Directors of the IBEW Locals' Saving & Retirement Group Trust · New York · Other Services
$676M in assets, 389 participants
Board of Directors of the IBEW Locals' Saving & Retirement Group Trust's International Brotherhood of Electrical Workers Local Unions Savings & Security Plan reported $676M in total assets and 389 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #8,369 in Other Services (8,398 peers)
Coverage in New York
International Brotherhood of Electrical Workers Local Unions Savings & Security Plan covers 389 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $676M.
- #8,369
- in Other Services (8,398 peers)
- -21.9%
- assets change YoY
- 6.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $190M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
International Brotherhood of Electrical Workers Local Unions Savings & Security Plan's outsized position by total assets
International Brotherhood of Electrical Workers Local Unions Savings & Security Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$675,581,458 Top 2% higher than 98% 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
International Brotherhood of Electrical Workers Local Unions Savings & Security 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. International Brotherhood of Electrical Workers Local Unions Savings & Security Plan sits mid-pack in the medium band (389 participants).
DOL schedule card
Filing strip 271722149 · Board of Directors of the IBEW Locals' Saving & Retirement Group Trust PY 2022 · 401(k)
International Brotherhood of Electrical Workers Local Unions Savings & Security Plan · $676M · 389 · 98th
- BOOK $676M
- BOOK 389
- BOOK 98th
- BOOK 401(k)
- BOOK near Pvh Associates Investment Plan
- BOOK ind #8369
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 Other Services retirement plans → · Plans in New York →
International Brotherhood of Electrical Workers Local Unions Savings & Security Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $865M |
|---|---|
| Net Assets (End of Year) | $675M |
| Net Income | -$190M |
| Employer EIN | 271722149 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Directors of the IBEW Locals' Saving & Retirement Group Trust)
Sponsor-wide plan assets over time
All Board of Directors of the IBEW Locals' Saving & Retirement Group Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $742M 9.834450192977322% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 389 | $676M |
| 2023 | 1 | 376 | $698M |
| 2024 | 1 | 372 | $742M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
International Brotherhood of Electrical Workers Local Unions Savings & Security Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Pvh Associates Investment Plan in NJ ($676M); by covered participants it is Burke & Herbert Bank & Trust Company Investment and Savings Plan in VA (389 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($676M here).
- Pvh Associates Investment Plan (NJ) $676M · 5,548
- Worthington Industries, Inc. Deferred Profit Sharing Plan (OH) $676M · 4,794
- Associated Banc-Corp 401(k) and Employee Stock Ownership Plan (WI) $676M · 4,052
- Radiology Partners, Inc. Partner Plan (CA) $677M · 1,490
Similar participant headcount
Nearest other-state filings by covered participants (389 participants); asset peers above are excluded.
- Burke & Herbert Bank & Trust Company Investment and Savings Plan (VA) 389 · 0 off
- Ims Gear Holding Inc 401(k) Plan & Trust (GA) 389 · 0 off
- Alpha Precision Group 401(k) Plan (PA) 389 · 0 off
- Crassociates, Inc. 401(k) Plan (VA) 389 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.