401(k) · DOL Form 5500 · 2023

Trustees of the Iue-Cwa AFL-CIO Pension Fund 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
2,454
Participants Above avg headcount
89th
Percentile by assets National rank
$31,401
Avg per participant Low balance/head
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Official DOL plan name: Iue-Cwa 401(k) Retirement Savings and Security Plan · Sponsored by Trustees of the Iue-Cwa AFL-CIO Pension Fund · Pennsylvania · Information & Media

$77M in assets, 2,454 participants

Trustees of the Iue-Cwa AFL-CIO Pension Fund's Iue-Cwa 401(k) Retirement Savings and Security Plan reported $77M in total assets and 2,454 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,391 in Information & Media (2,818 peers)

Coverage in Pennsylvania

Iue-Cwa 401(k) Retirement Savings and Security Plan covers 2,454 participants in Pennsylvania, 3.0x the typical Pennsylvania plan (state average ~822 per filing). Assets: $77M.

#2,391
in Information & Media (2,818 peers)
+14.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Iue-Cwa 401(k) Retirement Savings and Security Plan's outsized position by total assets

Iue-Cwa 401(k) Retirement Savings and Security Plan vs every filed plan by assets

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

$77,058,677 Top 11% higher than 89% 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

Iue-Cwa 401(k) Retirement Savings and Security Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iue-Cwa 401(k) Retirement Savings and Security Plan lands in the large band (2,454 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iue-Cwa 401(k) Retirement Savings and Security Plan reported net income rose from -$13M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Iue-Cwa 401(k) Retirement Savings and Security Plan end-of-year assets rose from $67M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Iue-Cwa 401(k) Retirement Savings and Security Plan reported participants fell from 2,472 in the plan year 2022 filing to 2,454 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 223345052 · Trustees of the Iue-Cwa AFL-CIO Pension Fund PY 2023 · 401(k)

Iue-Cwa 401(k) Retirement Savings and Security Plan · $77M · 2,454 · 89th

  • TYPE $77M
  • NET 2,454
  • BOOK 89th
  • VS-ST 401(k)
  • BOY near Dudek 401(k) Plan
  • SCH ind #2391

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 Pennsylvania →

Iue-Cwa 401(k) Retirement Savings and Security Plan in the asset neighbourhood

Iue-Cwa 401(k) Retirement Savings and Security PlanIue-Cwa 401(k) Retirement Sa…$77MDudek 401(k) Plan$77MLake Region Healthcare Corporation Retirement PlanLake Region Healthcare Corpo…$77MLiberty Oilfield Services 401(k) Savings PlanLiberty Oilfield Services 40…$77MBailey Nurseries, Inc. 401(k) Profit Sharing PlanBailey Nurseries, Inc. 401(k…$77M
End-of-year total assets ($M) among Iue-Cwa 401(k) Retirement Savings and Security Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$77M
Net Income$10M
Employer EIN223345052
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Iue-Cwa AFL-CIO Pension Fund)

Sponsor-wide plan assets over time

All Trustees of the Iue-Cwa AFL-CIO Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$83M 23.19524684426017% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $67.3M $82.9M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 2,472 $67M
2023 1 2,454 $77M
2024 1 2,652 $83M

Nearby 401(k) Plans in Pennsylvania

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

Iue-Cwa 401(k) Retirement Savings and Security Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Iue-Cwa 401(k) Retirement Savings and Security Plan, Total assets ($B): 0.077058677 · Participants: 2454Iue-Cwa 401(k) Retirement Savings and Security PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Iue-Cwa 401(k) Retirement Savings and Security Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Iue-Cwa 401(k) Retirement Savings and Security Plan side-by-side with 3 peers →

Iue-Cwa 401(k) Retirement Savings and Security Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Dudek 401(k) Plan in CA ($77M); by covered participants it is Ushg 401(k) Plan in NY (2,455 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,454 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 Iue-Cwa 401(k) Retirement Savings and Security Plan assets move in 2023? ▼
Iue-Cwa 401(k) Retirement Savings and Security Plan grew at a solid clip - up 14.5% during 2023, from $67M to $77M. Reported net income was $10M.
How have Trustees of the Iue-Cwa AFL-CIO Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Iue-Cwa AFL-CIO Pension Fund's sponsor-wide assets grew 23.2%, from $67M to $83M.
Where does Iue-Cwa 401(k) Retirement Savings and Security Plan rank by assets among Form 5500 filers? ▼
Iue-Cwa 401(k) Retirement Savings and Security Plan ranks in the 89th 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 Iue-Cwa 401(k) Retirement Savings and Security Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dudek 401(k) Plan in CA ($77M, 792 participants).
Which 401(k) plans cover a similar participant headcount to Iue-Cwa 401(k) Retirement Savings and Security Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ushg 401(k) Plan in NY (2,455 participants, $25M 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 223345052.

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.