401(k) · DOL Form 5500 · 2023

Joint Board of Trustees 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
81
Participants Small participant base
61st
Percentile by assets National rank
$138,280
Avg per participant Near avg balance/head
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Official DOL plan name: The United Construction Workers Retirement and 401(k) Savings Plan · Sponsored by Joint Board of Trustees · Indiana · Finance & Insurance

$11M in assets, 81 participants

Joint Board of Trustees's The United Construction Workers Retirement and 401(k) Savings Plan reported $11M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,062 in Finance & Insurance (8,869 peers)

Joint Board of Trustees multi-year trail

Joint Board of Trustees's plans moved +20.3% in assets from 2022 to 2024; this filing shows The United Construction Workers Retirement and 401(k) Savings Plan at $11M / 81 participants.

#4,062
in Finance & Insurance (8,869 peers)
+17.0%
assets growth YoY

The United Construction Workers Retirement and 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

The United Construction Workers Retirement and 401(k) Savings Plan vs every filed plan by assets

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

$11,200,708 Top 39% higher than 61% 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

The United Construction Workers Retirement and 401(k) Savings 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 United Construction Workers Retirement and 401(k) Savings Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The United Construction Workers Retirement and 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The United Construction Workers Retirement and 401(k) Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • The United Construction Workers Retirement and 401(k) Savings Plan reported participants rose from 79 in the plan year 2022 filing to 81 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 731641436 · Joint Board of Trustees PY 2023 · 401(k)

The United Construction Workers Retirement and 401(k) Savings Plan · $11M · 81 · 61st

  • NET $11M
  • BOOK 81
  • VS-ST 61st
  • BOY 401(k)
  • SCH near Edenroc Sciences, LLC 401(k) Plan
  • EBSA ind #4062

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 Finance & Insurance retirement plans → · Plans in Indiana →

The United Construction Workers Retirement and 401(k) Savings Plan in the asset neighbourhood

The United Construction Workers Retirement and 401(k) Savings PlanThe United Construction Work…$11MEdenroc Sciences, LLC 401(k) PlanEdenroc Sciences, LLC 401(k)…$11MManitex International, Inc. Employees' 401(k) PlanManitex International, Inc. …$11MThe Intersect Group, LLC 401(k) Profit Sharing Plan & TrustThe Intersect Group, LLC 401…$11MWebb Chemical Service Corporation 401(k) & Retirement PlanWebb Chemical Service Corpor…$11M
End-of-year total assets ($M) among The United Construction Workers Retirement and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Joint Board of Trustees multi-year asset trail

Sponsor-wide plan assets over time

All Joint Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$12M 20.25243243367462% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.57M $11.5M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 79 $10M
2023 1 81 $11M
2024 1 75 $12M

Joint Board of Trustees filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN731641436
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

The United Construction Workers Retirement and 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The United Construction Workers Retirement and 401(k) Savings Plan, Total assets ($B): 0.011200708 · Participants: 81The United Construction Workers Retirement and 401(k) Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
The United Construction Workers Retirement and 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare The United Construction Workers Retirement and 401(k) Savings Plan side-by-side with 3 peers →

The United Construction Workers Retirement and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Edenroc Sciences, LLC 401(k) Plan in MA ($11M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 The United Construction Workers Retirement and 401(k) Savings Plan assets move in 2023? ▼
The United Construction Workers Retirement and 401(k) Savings Plan grew sharply - up 17.0% during 2023, from $10M to $11M. Reported net income was $2M.
How have Joint Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees's sponsor-wide assets grew 20.3%, from $10M to $12M.
Which 401(k) plans are similar in size to The United Construction Workers Retirement and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edenroc Sciences, LLC 401(k) Plan in MA ($11M, 81 participants).
Which 401(k) plans cover a similar participant headcount to The United Construction Workers Retirement and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants, $5M 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 731641436.

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.