401(k) · DOL Form 5500 · 2023

Local Union No. 4, IBEW 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
512
Participants Below avg headcount
85th
Percentile by assets National rank
$95,820
Avg per participant Below avg balance/head
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Official DOL plan name: Local Union No. 4, IBEW Pension Plan · Sponsored by Local Union No. 4, IBEW · Missouri · Information & Media

$49M in assets, 512 participants

Local Union No. 4, IBEW's Local Union No. 4, IBEW Pension Plan reported $49M in total assets and 512 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,238 in Information & Media (2,818 peers)

Where Local Union No. 4, IBEW Pension Plan sits by assets

Local Union No. 4, IBEW Pension Plan sits in the top quartile of all filed plans by assets, $49M for 512 participants (~$95,820/participant), up 12.3% in 2023.

#2,238
in Information & Media (2,818 peers)
+12.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Local Union No. 4, IBEW Pension Plan's outsized position by total assets

Local Union No. 4, IBEW Pension Plan vs every filed plan by assets

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

$49,059,584 Top 15% higher than 85% 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

Local Union No. 4, IBEW Pension 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. Local Union No. 4, IBEW Pension Plan sits mid-pack in the medium band (512 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local Union No. 4, IBEW Pension Plan reported net income rose from -$11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Local Union No. 4, IBEW Pension Plan reported participants rose from 357 in the plan year 2022 filing to 512 in the plan year 2023 filing.
  • Local Union No. 4, IBEW Pension Plan end-of-year assets rose from $44M in the plan year 2022 filing to $49M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 436031009 · Local Union No. 4, IBEW PY 2023 · 401(k)

Local Union No. 4, IBEW Pension Plan · $49M · 512 · 85th

  • ASSETS $49M
  • ASSETS 512
  • ASSETS 85th
  • ASSETS 401(k)
  • ASSETS near Southern Champion Tray, LP 401(k) Savings and Retirement Plan
  • ASSETS ind #2238

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 Information & Media retirement plans → · Plans in Missouri →

Local Union No. 4, IBEW Pension Plan in the asset neighbourhood

Metrohm USA, Inc. and Its Affiliated Companies 401(k) PlanMetrohm USA, Inc. and Its Af…$49MLocal Union No. 4, IBEW Pension PlanLocal Union No. 4, IBEW Pens…$49MSouthern Champion Tray, LP 401(k) Savings and Retirement PlanSouthern Champion Tray, LP 4…$49MI.B.E.W. Local 673 Profit Sharing Annuity PlanI.B.E.W. Local 673 Profit Sh…$49MZrs Management, LLC 401(k) Profit Sharing PlanZrs Management, LLC 401(k) P…$49M
End-of-year total assets ($M) among Local Union No. 4, IBEW Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$49M
Net Income$5M
Employer EIN436031009
Plan Effective Date1985-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local Union No. 4, IBEW)

Sponsor-wide plan assets over time

All Local Union No. 4, IBEW plans reported in each filing year

Latest sponsor-wide plan assets
$56M 27.113828723831972% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $43.7M $55.5M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 357 $44M
2023 1 512 $49M
2024 1 587 $56M

Nearby 401(k) Plans in Missouri

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

Local Union No. 4, IBEW Pension Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Local Union No. 4, IBEW Pension Plan, Total assets ($B): 0.049059584 · Participants: 512Local Union No. 4, IBEW Pension PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Local Union No. 4, IBEW Pension Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Local Union No. 4, IBEW Pension Plan side-by-side with 3 peers →

Local Union No. 4, IBEW Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Southern Champion Tray, LP 401(k) Savings and Retirement Plan in TN ($49M); by covered participants it is Hitchiner Manufacturing Co., Inc. 401(k) Retirement Savings Plan in NH (512 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (512 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 Local Union No. 4, IBEW Pension Plan assets move in 2023? ▼
Local Union No. 4, IBEW Pension Plan grew at a solid clip - up 12.3% during 2023, from $44M to $49M. Reported net income was $5M.
How have Local Union No. 4, IBEW plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local Union No. 4, IBEW's sponsor-wide assets grew 27.1%, from $44M to $56M.
Where does Local Union No. 4, IBEW Pension Plan rank by assets among Form 5500 filers? ▼
Local Union No. 4, IBEW Pension Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Local Union No. 4, IBEW Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southern Champion Tray, LP 401(k) Savings and Retirement Plan in TN ($49M, 904 participants).
Which 401(k) plans cover a similar participant headcount to Local Union No. 4, IBEW Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hitchiner Manufacturing Co., Inc. 401(k) Retirement Savings Plan in NH (512 participants, $52M 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 436031009.

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.