401(k) · DOL Form 5500 · 2022

Local Union No. 3, IBEW, AFL-CIO 401(k) Plan

Q: How have Local Union No. 3, IBEW, AFL-CIO plan assets changed over time?

Across 3 plan years on file (2022-2024), Local Union No. 3, IBEW, AFL-CIO's sponsor-wide assets grew 20.1%, from $26M to $31M.

Q: Which 401(k) plans are similar in size to The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan?

Among 401(k) plans in other states, the closest by assets is Freedom Graphic Systems Retirement Plan in WI ($26M, 479 participants).

Q: Which 401(k) plans cover a similar participant headcount to The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan?

Among 401(k) plans in other states, the closest by covered participants is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants, $15M in assets).

Data updated 2026-08-25

$26M
Total assets Below avg plan size: 68
Participants Small participant base: 81st
Percentile by assets National rank: $385,420
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan · Sponsored by Local Union No. 3, IBEW, AFL-CIO · New York · Other Services

$26M in assets, 68 participants

Local Union No. 3, IBEW, AFL-CIO's The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan reported $26M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

#7,585 in Other Services (8,398 peers)

Where The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan sits by assets

The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 68 participants (~$385,420/participant), down 7.3% in 2022.

#7,585
in Other Services (8,398 peers): -7.3%
assets change YoY: 0.3×
vs typical plan assets (national mean)

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.

The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan's outsized position by total assets

The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan vs every filed plan by assets

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

$26,208,557 Top 19% higher than 81% 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

The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) 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 Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan is a small filing (68 participants) on this national headcount ladder.

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Plan-year Form 5500 strip

Filing strip 135574127 · Local Union No. 3, IBEW, AFL-CIO PY 2022 · 401(k)

The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan · $26M · 68 · 81st

EBSA $26M
PART 68
TYPE 81st
NET 401(k)
BOOK near Freedom Graphic Systems Retirement Plan
VS-ST ind #7585

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 →

End-of-year total assets ($M) among The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$28M
Net Assets (End of Year)	$26M
Net Income	-$2M
Employer EIN	135574127
Plan Effective Date	1962-12-05
Filing Status	FILING RECEIVED

Sponsor Plan History (Local Union No. 3, IBEW, AFL-CIO)

Latest sponsor-wide plan assets: $31M 20.143268475254096% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	68	$26M
2023	1	68	$29M
2024	1	72	$31M

Nearby 401(k) Plans in New York

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

The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan side-by-side with 3 peers →

The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Freedom Graphic Systems Retirement Plan in WI ($26M); by covered participants it is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Freedom Graphic Systems Retirement Plan (WI) $26M · 479
Colson Group Holdings, LLC. Employees' Retirement Plan (IL) $26M · 386
Oregon Oncology Specialists, LLP 401(k)Profit Sharing Plan (OR) $26M · 158
Sabine Oil & Gas Corporation 401(k) Plan (TX) $26M · 68

Similar participant headcount

Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.

O.S.R. 401(k) Profit Sharing Plan (NJ) 68 · 0 off
Parkman Companies 401(k) Plan (MS) 68 · 0 off
Adept Corporation 401(k) Profit Sharing Plan (PA) 68 · 0 off
Construction Employers' Funded 401(k) Profit Sharing Plan (ID) 68 · 0 off

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 Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan assets move in 2022? ▼

The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan pulled back noticeably - down 7.3% during 2022, from $28M to $26M. Reported net income was -$2M.

How have Local Union No. 3, IBEW, AFL-CIO plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Local Union No. 3, IBEW, AFL-CIO's sponsor-wide assets grew 20.1%, from $26M to $31M.

Where does The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan rank by assets among Form 5500 filers? ▼

The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan? ▼