401(k)
2023 plan-year 401(k) DOL Form 5500

IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST

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

JACOBS TECHNOLOGY INC.

This 401(k) plan holds $9M in total assets and serves 80 participants as of 2023. It is sponsored by JACOBS TECHNOLOGY INC. in Virginia. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$9M
Participants
80
State
Industry
Construction

What the Filing Says About IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST

IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST is a 401(k) retirement plan sponsored by JACOBS TECHNOLOGY INC., headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 80 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 620510412, and the plan has been effective since 1978-07-24. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2023 to $9M at year-end — a gain of 23.0%. Net assets (after liabilities) closed the year at $9M, with reported net income of $2M 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)$7M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$2M
Plan Type401(k)
Employer EIN620510412
Plan Effective Date1978-07-24
Filing StatusFILING RECEIVED

Sponsor Plan History (JACOBS TECHNOLOGY INC.)

Year Plans Participants Total Assets
2022 2 11,328 $1.8B
2023 2 10,603 $2.1B
2024 2 10,413 $2.2B

Nearby 401(k) Plans in Virginia

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Frequently Asked Questions

How much money is in the IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST?
As of the 2023 Form 5500 filing, IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST holds $9M in total assets with 80 participants. It is sponsored by JACOBS TECHNOLOGY INC..
What type of plan is IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST?
IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST is a 401(k) plan. It has been effective since 1978-07-24. The plan is filed with the U.S. Department of Labor under EIN 620510412.
Who sponsors the IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST?
IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST is sponsored by JACOBS TECHNOLOGY INC., located in Virginia. The sponsor's EIN is 620510412 and the plan operates in the Construction industry.
How did IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST perform in 2023?
IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST grew by 23.0% during 2023, moving from $7M to $9M in total assets. Net income was $2M.
Where can I find official filings for IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST?
Official Form 5500 filings for IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 620510412 or plan name at efast.dol.gov.
How does IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST compare to other plans?
You can compare IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST against other 401(k) plans on the plan type page, or view plans in Virginia 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 620510412.

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.