401(k) · DOL Form 5500 · 2023

Board of Trustees of IBEW Local Union No. 527 Annuity Plan 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
370
Participants Below avg headcount
67th
Percentile by assets National rank
$40,541
Avg per participant Low balance/head
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Official DOL plan name: IBEW Local Union No. 527 Annuity Plan · Sponsored by Board of Trustees of IBEW Local Union No. 527 Annuity Plan · Texas · Construction

$15M in assets, 370 participants

Board of Trustees of IBEW Local Union No. 527 Annuity Plan's IBEW Local Union No. 527 Annuity Plan reported $15M in total assets and 370 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #5,949 in Construction (9,030 peers)

Board of Trustees of IBEW Local Union No. 527 Annuity Plan multi-year trail

Board of Trustees of IBEW Local Union No. 527 Annuity Plan's plans moved +15.1% in assets from 2022 to 2024; this filing shows IBEW Local Union No. 527 Annuity Plan at $15M / 370 participants.

#5,949
in Construction (9,030 peers)
+10.1%
assets growth YoY

IBEW Local Union No. 527 Annuity Plan's outsized position by total assets

IBEW Local Union No. 527 Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$15,000,211 Top 33% higher than 67% of 127,068 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 2023

IBEW Local Union No. 527 Annuity 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. IBEW Local Union No. 527 Annuity Plan sits mid-pack in the medium band (370 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local Union No. 527 Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • IBEW Local Union No. 527 Annuity Plan reported participants fell from 570 in the plan year 2022 filing to 370 in the plan year 2023 filing.
  • IBEW Local Union No. 527 Annuity Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 742091530 · Board of Trustees of IBEW Local Union No. 527 Annuity Plan PY 2023 · 401(k)

IBEW Local Union No. 527 Annuity Plan · $15M · 370 · 67th

  • RANK $15M
  • PHOTO 370
  • IND 67th
  • EOY 401(k)
  • 5500 near Oklahoma Otolaryngology Associates Profit Sharing Plan
  • ASSETS ind #5949

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 Texas →

IBEW Local Union No. 527 Annuity Plan in the asset neighbourhood

IBEW Local Union No. 527 Annuity PlanIBEW Local Union No. 527 Ann…$15MOklahoma Otolaryngology Associates Profit Sharing PlanOklahoma Otolaryngology Asso…$15MOakbridge Insurance Agency, LLC Employee Savings PlanOakbridge Insurance Agency, …$15MJitterbit, Inc. 401(k)Plan$15MZapp USA 401(k) Profit Sharing PlanZapp USA 401(k) Profit Shari…$15M
End-of-year total assets ($M) among IBEW Local Union No. 527 Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Board of Trustees of IBEW Local Union No. 527 Annuity Plan multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees of IBEW Local Union No. 527 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$16M 15.06802128402% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.6M $15.7M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 570 $14M
2023 1 370 $15M
2024 1 604 $16M

Board of Trustees of IBEW Local Union No. 527 Annuity Plan filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN742091530
Plan Effective Date1978-09-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

IBEW Local Union No. 527 Annuity Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants IBEW Local Union No. 527 Annuity Plan, Total assets ($B): 0.015000211 · Participants: 370IBEW Local Union No. 527 Annuity PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
IBEW Local Union No. 527 Annuity Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare IBEW Local Union No. 527 Annuity Plan side-by-side with 3 peers →

IBEW Local Union No. 527 Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Oklahoma Otolaryngology Associates Profit Sharing Plan in OK ($15M); by covered participants it is North Pacific Seafoods 401(k) Savings Plan in WA (370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (370 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did IBEW Local Union No. 527 Annuity Plan assets move in 2023? ▼
IBEW Local Union No. 527 Annuity Plan grew at a solid clip - up 10.1% during 2023, from $14M to $15M. Reported net income was $1M.
How have Board of Trustees of IBEW Local Union No. 527 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of IBEW Local Union No. 527 Annuity Plan's sponsor-wide assets grew 15.1%, from $14M to $16M.
Which 401(k) plans are similar in size to IBEW Local Union No. 527 Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oklahoma Otolaryngology Associates Profit Sharing Plan in OK ($15M, 75 participants).
Which 401(k) plans cover a similar participant headcount to IBEW Local Union No. 527 Annuity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is North Pacific Seafoods 401(k) Savings Plan in WA (370 participants, $21M in assets).

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 742091530.

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.