401(k) · DOL Form 5500 · 2023

Board of Trustees Ua Local 125 Retirement Savings Plan 401(k) Plan

Data updated 2026-08-11

$146M
Total assets
1,000
Participants
93rd
Percentile by assets
$146,301
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$146M
total plan assets (2023 EOY)
1,000
covered participants
93rd
percentile by assets (of 127,072 plans)
$146,301
avg assets per participant

Where Ua Local 125 Retirement Savings Plan sits 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

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 2023

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.

See the national 2022→2023 release diff →

State
Iowa
Industry
Construction

Ua Local 125 Retirement Savings Plan vs the 2023 asset distribution

By assets, Ua Local 125 Retirement Savings Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$123M
Net Assets (End of Year)$146M
Net Income$24M
Employer EIN421497403
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Ua Local 125 Retirement Savings Plan)

$100M$120M$140M$160M$180M 202220232024 $123M $164M ▲ +34.1%
Total plan assets by year, all Board of Trustees Ua Local 125 Retirement Savings Plan plans on file
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.

Ua Local 125 Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Ua Local 125 Retirem…, Total assets ($B): 0.146301058 · Participants: 1000Ua Local 125 Retirem…The Principal Select…, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select…Iowa Health System S…, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System S…The Hy-Vee and Affil…, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affil…The Rsm US LLP Retir…, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retir…Transamerica 401(k) …, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) …
Ua Local 125 Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Ua Local 125 Retirement Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ua Local 125 Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Ua Local 125 Retirement Savings Plan assets move in 2023? ▼
Ua Local 125 Retirement Savings Plan grew sharply - up 19.3% during 2023, from $123M to $146M. Reported net income was $24M.
How have Board of Trustees Ua Local 125 Retirement Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Ua Local 125 Retirement Savings Plan's sponsor-wide assets grew 34.1%, from $123M to $164M.
Where does Ua Local 125 Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Ua Local 125 Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ua Local 125 Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Liskow and Lewis Retirement Plan and Trust in LA ($146M, 195 participants).

Next read for Ua Local 125 Retirement Savings Plan

Scale reading

Ways to act on Ua Local 125 Retirement Savings Plan's numbers.

  • By total assets, Ua Local 125 Retirement Savings 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 Iowa. Compare plans
  • Board of Trustees Ua Local 125 Retirement Savings Plan's sponsor-wide assets have grown 34.1% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421497403.

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.