ESOP
2023 plan-year ESOP DOL Form 5500

I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF I.B.E.W. LOCAL UNION NO 479 ANNUITY 401K PLAN

This ESOP plan holds $68M in total assets and serves 1,190 participants as of 2023. It is sponsored by TRUSTEES OF I.B.E.W. LOCAL UNION NO 479 ANNUITY 401K PLAN in Texas. The plan reported positive net income of $9M for the year.

Total Assets (2023)
$68M
Participants
1,190
State
Industry
Construction

What the Filing Says About I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN

I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN is a ESOP retirement plan sponsored by TRUSTEES OF I.B.E.W. LOCAL UNION NO 479 ANNUITY 401K PLAN, headquartered in Texas. As of the 2023 Form 5500 filing, the plan reports $68M in total end-of-year assets and covers 1,190 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 203824733, and the plan has been effective since 2006-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $59M at the beginning of 2023 to $68M at year-end — a gain of 15.6%. Net assets (after liabilities) closed the year at $68M, with reported net income of $9M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$59M
Total Assets (End of Year)$68M
Net Assets (End of Year)$68M
Net Income$9M
Plan TypeESOP
Employer EIN203824733
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF I.B.E.W. LOCAL UNION NO 479 ANNUITY 401K PLAN)

Year Plans Participants Total Assets
2022 1 1,158 $59M
2023 1 1,190 $68M
2024 1 1,287 $71M

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Frequently Asked Questions

How much money is in the I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN?
As of the 2023 Form 5500 filing, I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN holds $68M in total assets with 1,190 participants. It is sponsored by TRUSTEES OF I.B.E.W. LOCAL UNION NO 479 ANNUITY 401K PLAN.
What type of plan is I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN?
I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN is a ESOP plan. It has been effective since 2006-01-01. The plan is filed with the U.S. Department of Labor under EIN 203824733.
Who sponsors the I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN?
I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN is sponsored by TRUSTEES OF I.B.E.W. LOCAL UNION NO 479 ANNUITY 401K PLAN, located in Texas. The sponsor's EIN is 203824733 and the plan operates in the Construction industry.
How did I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN perform in 2023?
I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN grew by 15.6% during 2023, moving from $59M to $68M in total assets. Net income was $9M.
Where can I find official filings for I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN?
Official Form 5500 filings for I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 203824733 or plan name at efast.dol.gov.
How does I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN compare to other plans?
You can compare I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN against other ESOP plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 203824733.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.