401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$67M
Total assets Below avg plan size
2,472
Participants Above avg headcount
90th
Percentile by assets National rank
$27,214
Avg per participant Low balance/head
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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.

  • #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.

#2,501
in Information & Media (2,911 peers)
-16.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Iue-Cwa 401(k) Retirement Savings and Security Plan's outsized position 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 $2,050,000,000 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

Iue-Cwa 401(k) Retirement Savings and Security Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iue-Cwa 401(k) Retirement Savings and Security Plan lands in the large band (2,472 participants).

Plan-year Form 5500 strip

Filing strip 223345052 · Trustees of the Iue-Cwa AFL-CIO Pension Fund PY 2022 · 401(k)

Iue-Cwa 401(k) Retirement Savings and Security Plan · $67M · 2,472 · 90th

  • EOY $67M
  • 5500 2,472
  • ASSETS 90th
  • PCT 401(k)
  • EIN near Farallon Medical Alliance Retirement Plan
  • RANK ind #2501

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 Information & Media retirement plans → · Plans in Pennsylvania →

Iue-Cwa 401(k) Retirement Savings and Security Plan in the asset neighbourhood

The Middle River Aerostructure Systems Salaried Savings PlanThe Middle River Aerostructu…$67MIue-Cwa 401(k) Retirement Savings and Security PlanIue-Cwa 401(k) Retirement Sa…$67MFarallon Medical Alliance Retirement PlanFarallon Medical Alliance Re…$67MResource Label Group LLC Section 401(k) Profit Sharing PlanResource Label Group LLC Sec…$67MAltarum Institute Retirement & Savings PlanAltarum Institute Retirement…$67M
End-of-year total assets ($M) among Iue-Cwa 401(k) Retirement Savings and Security Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Trustees of the Iue-Cwa AFL-CIO Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$83M 23.19524684426017% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $67.3M $82.9M ▲ +23.2%
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 ($B) Participants Iue-Cwa 401(k) Retirement Savings and Security Plan, Total assets ($B): 0.067273369 · Participants: 2472Iue-Cwa 401(k) Retirement Savings and Security PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Iue-Cwa 401(k) Retirement Savings and Security Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Iue-Cwa 401(k) Retirement Savings and Security Plan side-by-side with 3 peers →

Iue-Cwa 401(k) Retirement Savings and Security Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Farallon Medical Alliance Retirement Plan in CA ($67M); by covered participants it is Wisconsin Pipe Trades 401(k) Plan in WI (2,472 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,472 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 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).
Which 401(k) plans cover a similar participant headcount to Iue-Cwa 401(k) Retirement Savings and Security Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wisconsin Pipe Trades 401(k) Plan in WI (2,472 participants, $139M 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 223345052.

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.