401(k) · DOL Form 5500 · 2023
Local Union No. 3, IBEW, AFL-CIO 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 68
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $431,954
- Avg per participant High balance/head
Official DOL plan name: The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan · Sponsored by Local Union No. 3, IBEW, AFL-CIO · New York · Other Services
$29M in assets, 68 participants
Local Union No. 3, IBEW, AFL-CIO's The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan reported $29M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #7,024 in Other Services (7,857 peers)
Where The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan sits by assets
The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 68 participants (~$431,954/participant), up 12.1% in 2023.
- #7,024
- in Other Services (7,857 peers)
- +12.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan's outsized position by total assets
The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,372,870 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan is a small filing (68 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 135574127 · Local Union No. 3, IBEW, AFL-CIO PY 2023 · 401(k)
The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan · $29M · 68 · 79th
- EIN $29M
- RANK 68
- PHOTO 79th
- IND 401(k)
- EOY near Dispatchhealth 401(k) Retirement Plan
- 5500 ind #7024
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 Other Services retirement plans → · Plans in New York →
The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $3M |
| Employer EIN | 135574127 |
| Plan Effective Date | 1962-12-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local Union No. 3, IBEW, AFL-CIO)
Sponsor-wide plan assets over time
All Local Union No. 3, IBEW, AFL-CIO plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 20.143268475254096% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68 | $26M |
| 2023 | 1 | 68 | $29M |
| 2024 | 1 | 72 | $31M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
The Officials, Business Representatives Office & Clerical Employees of Local Union No. 3, IBEW, AFL-CIO 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Dispatchhealth 401(k) Retirement Plan in CO ($29M); by covered participants it is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Dispatchhealth 401(k) Retirement Plan (CO) $29M · 2,012
- Innovative Livestock Services, Inc. Employees Savings Trust (KS) $29M · 265
- Planters Bank and Trust Company 401(k) Retirement Plan (MS) $29M · 249
- Traeger 401(k) Plan (UT) $29M · 545
Similar participant headcount
Nearest other-state filings by covered participants (68 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.