Profit Sharing · DOL Form 5500 · 2023
IBEW Local Union 14 Profit Sharing Plan
Data updated 2026-08-25
- $293M
- Total assets Near avg plan size
- 1,217
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $241,165
- Avg per participant Above avg balance/head
Official DOL plan name: Western Wisconsin Electrical Workers Retirement Plan · Sponsored by IBEW Local Union 14 · Wisconsin · Construction
$293M in assets, 1,217 participants
IBEW Local Union 14's Western Wisconsin Electrical Workers Retirement Plan reported $293M in total assets and 1,217 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,609 in Construction (9,030 peers)
Coverage in Wisconsin
Western Wisconsin Electrical Workers Retirement Plan covers 1,217 participants in Wisconsin, 2.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $293M.
- #8,609
- in Construction (9,030 peers)
- +22.8%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Western Wisconsin Electrical Workers Retirement Plan's outsized position by total assets
Western Wisconsin Electrical Workers Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$293,497,704 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Western Wisconsin Electrical Workers Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Wisconsin Electrical Workers Retirement Plan lands in the large band (1,217 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Western Wisconsin Electrical Workers Retirement Plan reported net income rose from -$59M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Western Wisconsin Electrical Workers Retirement Plan end-of-year assets rose from $239M in the plan year 2022 filing to $293M in the plan year 2023 filing.
- Western Wisconsin Electrical Workers Retirement Plan reported participants rose from 1,142 in the plan year 2022 filing to 1,217 in the plan year 2023 filing.
DOL schedule card
Filing strip 391761679 · IBEW Local Union 14 PY 2023 · Profit Sharing
Western Wisconsin Electrical Workers Retirement Plan · $293M · 1,217 · 96th
- RANK $293M
- RANK 1,217
- RANK 96th
- RANK Profit Sharing
- RANK near Annuity Fund of Operating Engineers Local 513
- RANK ind #8609
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 Wisconsin →
Western Wisconsin Electrical Workers Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $239M |
|---|---|
| Net Assets (End of Year) | $293M |
| Net Income | $55M |
| Employer EIN | 391761679 |
| Plan Effective Date | 1982-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local Union 14)
Sponsor-wide plan assets over time
All IBEW Local Union 14 plans reported in each filing year
- Latest sponsor-wide plan assets
- $337M 41.23578910791503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,142 | $239M |
| 2023 | 1 | 1,217 | $293M |
| 2024 | 1 | 1,323 | $337M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Union Individual Account Retirement Fund $280M · 3,203
Western Wisconsin Electrical Workers Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Annuity Fund of Operating Engineers Local 513 in MO ($298M); by covered participants it is Servicesource, Inc. 401(a) Retirement Plan in VA (1,216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($293M here).
- Annuity Fund of Operating Engineers Local 513 (MO) $298M · 8,814
- Hp Inc. Deferred Profit-Sharing Plan (TX) $298M · 396
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan (MI) $288M · 1,404
- Pacific Coast Building Products, Inc. Profit Sharing/Ret Plan & Trust Agreement (CA) $299M · 2,160
Similar participant headcount
Nearest other-state filings by covered participants (1,217 participants); asset peers above are excluded.
- Servicesource, Inc. 401(a) Retirement Plan (VA) 1,216 · 1 off
- Operating Engineers Local 649 Annuity Trust Fund (IL) 1,214 · 3 off
- Schuylkill Health System Defined Contribution Plan (PA) 1,212 · 5 off
- Liberty Pr Mobility 401(k) Savings Plans (CO) 1,212 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.