401(k) · DOL Form 5500 · 2023
Board of Trustees Ua Local 125 Retirement Savings Plan 401(k) Plan
Data updated 2026-08-25
- $146M
- Total assets Near avg plan size
- 1,000
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $146,301
- Avg per participant Above avg balance/head
Official DOL plan name: Ua Local 125 Retirement Savings Plan · Sponsored by Board of Trustees Ua Local 125 Retirement Savings Plan · Iowa · Construction
$146M in assets, 1,000 participants
Board of Trustees Ua Local 125 Retirement Savings Plan's Ua Local 125 Retirement Savings Plan reported $146M in total assets and 1,000 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,299 in Construction (9,030 peers)
Where Ua Local 125 Retirement Savings Plan sits by assets
Ua Local 125 Retirement Savings Plan sits in the top 10% of all filed plans by assets, $146M for 1,000 participants (~$146,301/participant), up 19.3% in 2023.
- #8,299
- in Construction (9,030 peers)
- +19.3%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Ua Local 125 Retirement Savings Plan's outsized position by total assets
Ua Local 125 Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$146,301,058 Top 7% higher than 93% 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
Ua Local 125 Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ua Local 125 Retirement Savings Plan sits mid-pack in the medium band (1,000 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ua Local 125 Retirement Savings Plan reported net income rose from -$13M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Ua Local 125 Retirement Savings Plan end-of-year assets rose from $123M in the plan year 2022 filing to $146M in the plan year 2023 filing.
- Ua Local 125 Retirement Savings Plan reported participants rose from 957 in the plan year 2022 filing to 1,000 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 421497403 · Board of Trustees Ua Local 125 Retirement Savings Plan PY 2023 · 401(k)
Ua Local 125 Retirement Savings Plan · $146M · 1,000 · 93rd
- EBSA $146M
- PART 1,000
- TYPE 93rd
- NET 401(k)
- BOOK near Liskow and Lewis Retirement Plan and Trust
- VS-ST ind #8299
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 Iowa →
Ua Local 125 Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $123M |
|---|---|
| Net Assets (End of Year) | $146M |
| Net Income | $24M |
| Employer EIN | 421497403 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ua Local 125 Retirement Savings Plan)
Sponsor-wide plan assets over time
All Board of Trustees Ua Local 125 Retirement Savings Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $164M 34.067868117919254% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 957 | $123M |
| 2023 | 1 | 1,000 | $146M |
| 2024 | 1 | 1,042 | $164M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Ua Local 125 Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Liskow and Lewis Retirement Plan and Trust in LA ($146M); by covered participants it is A Place for Mom, Inc. 401(k) Plan in KS (1,000 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($146M here).
- Liskow and Lewis Retirement Plan and Trust (LA) $146M · 195
- Tidewater Physicians Multispecialty Group, P.C. 401(k) Plan (VA) $146M · 1,051
- Festo Corporation 401(k) Plan (NY) $146M · 872
- E.E. Newcomer Enterprises, Inc. 401(k) Retirement Plan & Trust (KS) $146M · 2,862
Similar participant headcount
Nearest other-state filings by covered participants (1,000 participants); asset peers above are excluded.
- A Place for Mom, Inc. 401(k) Plan (KS) 1,000 · 0 off
- Preformed Line Products Company Profit Sharing Plan (OH) 1,000 · 0 off
- Contitech USA, Inc. Bargaining Unit Employees Retirement Plan (OH) 1,000 · 0 off
- Soleo Health Holdings, Inc. 401(k) Plan (TX) 1,000 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.