401(k) · DOL Form 5500 · 2022

Trustees of IBEW Local 309-401(k) Retirement Plan 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
513
Participants Below avg headcount
76th
Percentile by assets National rank
$35,024
Avg per participant Low balance/head
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Official DOL plan name: IBEW Local 309 401(k) Retirement Plan · Sponsored by Trustees of IBEW Local 309-401(k) Retirement Plan · Illinois · Construction

$18M in assets, 513 participants

Trustees of IBEW Local 309-401(k) Retirement Plan's IBEW Local 309 401(k) Retirement Plan reported $18M in total assets and 513 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,468 in Construction (9,927 peers)

Where IBEW Local 309 401(k) Retirement Plan sits by assets

IBEW Local 309 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $18M for 513 participants (~$35,024/participant), down 11.5% in 2022.

#7,468
in Construction (9,927 peers)
-11.5%
assets change YoY
0.2×
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.

IBEW Local 309 401(k) Retirement Plan's outsized position by total assets

IBEW Local 309 401(k) Retirement Plan vs every filed plan by assets

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

$17,967,063 Top 24% higher than 76% 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 309 401(k) Retirement 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 309 401(k) Retirement Plan sits mid-pack in the medium band (513 participants).

EBSA filing schedule strip

Filing strip 841634780 · Trustees of IBEW Local 309-401(k) Retirement Plan PY 2022 · 401(k)

IBEW Local 309 401(k) Retirement Plan · $18M · 513 · 76th

  • EIN $18M
  • EIN 513
  • EIN 76th
  • EIN 401(k)
  • EIN near Ldx Solutions 401(k) Plan
  • EIN ind #7468

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 Illinois →

IBEW Local 309 401(k) Retirement Plan in the asset neighbourhood

IBEW Local 309 401(k) Retirement PlanIBEW Local 309 401(k) Retire…$18MLdx Solutions 401(k) Plan$18MLakeland Care, Inc. Retirement Savings PlanLakeland Care, Inc. Retireme…$18MThe Pipe Line Development Company Employees' 401(k) Profit Sharing Plan & TrustThe Pipe Line Development Co…$18MReformed Theological Seminary Retirement PlanReformed Theological Seminar…$18M
End-of-year total assets ($M) among IBEW Local 309 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN841634780
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of IBEW Local 309-401(k) Retirement Plan)

Sponsor-wide plan assets over time

All Trustees of IBEW Local 309-401(k) Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
$26M 45.177433841023436% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18M $26.1M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 513 $18M
2023 1 525 $22M
2024 1 540 $26M

Nearby 401(k) Plans in Illinois

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

IBEW Local 309 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants IBEW Local 309 401(k) Retirement Plan, Total assets ($B): 0.017967063 · Participants: 513IBEW Local 309 401(k) Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
IBEW Local 309 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare IBEW Local 309 401(k) Retirement Plan side-by-side with 3 peers →

IBEW Local 309 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ldx Solutions 401(k) Plan in GA ($18M); by covered participants it is Prado Enterprises, Inc. 401(k) Plan in FL (513 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (513 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 309 401(k) Retirement Plan assets move in 2022? ▼
IBEW Local 309 401(k) Retirement Plan pulled back noticeably - down 11.5% during 2022, from $20M to $18M. Reported net income was -$2M.
How have Trustees of IBEW Local 309-401(k) Retirement Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of IBEW Local 309-401(k) Retirement Plan's sponsor-wide assets grew 45.2%, from $18M to $26M.
Where does IBEW Local 309 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
IBEW Local 309 401(k) Retirement Plan ranks in the 76th 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 IBEW Local 309 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ldx Solutions 401(k) Plan in GA ($18M, 269 participants).
Which 401(k) plans cover a similar participant headcount to IBEW Local 309 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prado Enterprises, Inc. 401(k) Plan in FL (513 participants, $3M 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 841634780.

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.