401(k) · DOL Form 5500 · 2022

Trustees of the Iue-Cwa AFL-CIO Pension Fund 401(k) Plan

Data updated 2026-08-11

$67M
Total assets
2,472
Participants
90th
Percentile by assets
$27,214
Avg per participant
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Official DOL plan name: Iue-Cwa 401(k) Retirement Savings and Security Plan · Sponsored by Trustees of the Iue-Cwa AFL-CIO Pension Fund · Pennsylvania · Information & Media

$67M in assets, 2,472 participants

Trustees of the Iue-Cwa AFL-CIO Pension Fund's Iue-Cwa 401(k) Retirement Savings and Security Plan reported $67M in total assets and 2,472 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 139,126 plans)
  • #2,501 in Information & Media (2,911 peers)

Coverage in Pennsylvania

Iue-Cwa 401(k) Retirement Savings and Security Plan covers 2,472 participants in Pennsylvania, 3.0x the typical Pennsylvania plan (state average ~822 per filing). Assets: $67M.

$67M
total plan assets (2022 EOY)
2,472
covered participants
90th
percentile by assets (of 139,126 plans)
$27,214
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Iue-Cwa 401(k) Retirement Savings and Security Plan sits by total assets

Iue-Cwa 401(k) Retirement Savings and Security Plan vs every filed plan by assets

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

$67,273,369 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Iue-Cwa 401(k) Retirement Savings and Security Plan reports 2,472 participants - 3.0x that state average ($67M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$67M
Net Income-$13M
Employer EIN223345052
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Iue-Cwa AFL-CIO Pension Fund)

$65M$70M$75M$80M$85M 202220232024 $67.3M $82.9M ▲ +23.2%
Total plan assets by year, all Trustees of the Iue-Cwa AFL-CIO Pension Fund plans on file
Year Plans Participants Total Assets
2022 1 2,472 $67M
2023 1 2,454 $77M
2024 1 2,652 $83M

Nearby 401(k) Plans in Pennsylvania

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

Iue-Cwa 401(k) Retirement Savings and Security Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Iue-Cwa 401(k) Retir…, Total assets ($B): 0.067273369 · Participants: 2472Iue-Cwa 401(k) Retir…Comcast Corporation …, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation …Cigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Se…, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Se…The Vanguard Retirem…, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirem…The Bank of New York…, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York…
Iue-Cwa 401(k) Retirement Savings and Security Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Iue-Cwa 401(k) Retirement Savings and Security Plan by total assets, not by location.

Frequently Asked Questions

How did Iue-Cwa 401(k) Retirement Savings and Security Plan assets move in 2022?
Iue-Cwa 401(k) Retirement Savings and Security Plan declined sharply - down 16.0% during 2022, from $80M to $67M. Reported net income was -$13M.
How have Trustees of the Iue-Cwa AFL-CIO Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees of the Iue-Cwa AFL-CIO Pension Fund's sponsor-wide assets grew 23.2%, from $67M to $83M.
Where does Iue-Cwa 401(k) Retirement Savings and Security Plan rank by assets among Form 5500 filers?
Iue-Cwa 401(k) Retirement Savings and Security Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Iue-Cwa 401(k) Retirement Savings and Security Plan?
Among 401(k) plans in other states, the closest by assets is Farallon Medical Alliance Retirement Plan in CA ($67M, 140 participants).

Next read for Iue-Cwa 401(k) Retirement Savings and Se…

Filing takeaways

Ways to act on Iue-Cwa 401(k) Retirement Savings and Security Plan's numbers.

  • By total assets, Iue-Cwa 401(k) Retirement Savings and Security Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
  • Trustees of the Iue-Cwa AFL-CIO Pension Fund's sponsor-wide assets have grown 23.2% since 2022 across 3 plan years on file. More Information & Media plans