401(k)
2022 plan-year 401(k) DOL Form 5500

I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

IBEW LOCAL UNION NO. 124

This 401(k) plan holds $328M in total assets and serves 3,250 participants as of 2022. It is sponsored by IBEW LOCAL UNION NO. 124 in Missouri. The plan reported a net loss of $63M for the year.

Total Assets (2023)
$328M
Participants
3,250
State
Industry
Construction

What the Filing Says About I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN

I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN is a 401(k) retirement plan sponsored by IBEW LOCAL UNION NO. 124, headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports $328M in total end-of-year assets and covers 3,250 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 431269910, and the plan has been effective since 1982-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $391M at the beginning of 2022 to $328M at year-end — a decline of 16.2%. Net assets (after liabilities) closed the year at $328M, with reported net income of $-63,332,815 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$391M
Total Assets (End of Year)$328M
Net Assets (End of Year)$328M
Net Income$-63,332,815
Plan Type401(k)
Employer EIN431269910
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW LOCAL UNION NO. 124)

Year Plans Participants Total Assets
2022 2 6,282 $446M
2023 2 5,500 $536M
2024 2 6,437 $604M

Nearby 401(k) Plans in Missouri

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

Frequently Asked Questions

How much money is in the I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN?
As of the 2022 Form 5500 filing, I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN holds $328M in total assets with 3,250 participants. It is sponsored by IBEW LOCAL UNION NO. 124.
What type of plan is I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN?
I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN is a 401(k) plan. It has been effective since 1982-09-01. The plan is filed with the U.S. Department of Labor under EIN 431269910.
Who sponsors the I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN?
I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN is sponsored by IBEW LOCAL UNION NO. 124, located in Missouri. The sponsor's EIN is 431269910 and the plan operates in the Construction industry.
How did I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN perform in 2022?
I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN declined by 16.2% during 2022, moving from $391M to $328M in total assets. Net income was $-63,332,815.
Where can I find official filings for I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN?
Official Form 5500 filings for I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 431269910 or plan name at efast.dol.gov.
How does I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN compare to other plans?
You can compare I. B. E. W. LOCAL UNION NO. 124 ANNUITY PLAN against other 401(k) plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 431269910.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.