401(k) · DOL Form 5500 · 2023

I.B.E.W. Local 1158 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
632
Participants Below avg headcount
58th
Percentile by assets National rank
$15,699
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I.B.E.W. Local 1158 Annuity Plan · Sponsored by I.B.E.W. Local 1158 · New Jersey · Other Services

$10M in assets, 632 participants

I.B.E.W. Local 1158's I.B.E.W. Local 1158 Annuity Plan reported $10M in total assets and 632 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,990 in Other Services (7,857 peers)

I.B.E.W. Local 1158 multi-year trail

I.B.E.W. Local 1158's plans moved +34.6% in assets from 2022 to 2024; this filing shows I.B.E.W. Local 1158 Annuity Plan at $10M / 632 participants.

#5,990
in Other Services (7,857 peers)
+15.3%
assets growth YoY

I.B.E.W. Local 1158 Annuity Plan's mid-pack asset rank among Other Services and all filers

I.B.E.W. Local 1158 Annuity Plan vs every filed plan by assets

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

$9,921,877 Top 42% higher than 58% 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

I.B.E.W. Local 1158 Annuity 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. I.B.E.W. Local 1158 Annuity Plan sits mid-pack in the medium band (632 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.B.E.W. Local 1158 Annuity Plan reported net income rose from -$660K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • I.B.E.W. Local 1158 Annuity Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 220886457 · I.B.E.W. Local 1158 PY 2023 · 401(k)

I.B.E.W. Local 1158 Annuity Plan · $10M · 632 · 58th

  • PHOTO $10M
  • PHOTO 632
  • PHOTO 58th
  • PHOTO 401(k)
  • PHOTO near M. Roberts Media, LLC 401(k) Plan
  • PHOTO ind #5990

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 Jersey →

I.B.E.W. Local 1158 Annuity Plan in the asset neighbourhood

I.B.E.W. Local 1158 Annuity PlanI.B.E.W. Local 1158 Annuity …$10MM. Roberts Media, LLC 401(k) PlanM. Roberts Media, LLC 401(k)…$10MMarshall Retail Group 401(k) Retirement PlanMarshall Retail Group 401(k)…$10MBible Study Fellowship 401(k) PlanBible Study Fellowship 401(k…$10MQuality Dealerships 401(k) Profit Sharing PlanQuality Dealerships 401(k) P…$10M
End-of-year total assets ($M) among I.B.E.W. Local 1158 Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

I.B.E.W. Local 1158 multi-year asset trail

Sponsor-wide plan assets over time

All I.B.E.W. Local 1158 plans reported in each filing year

Latest sponsor-wide plan assets
$12M 34.59845399583946% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.6M $11.6M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 627 $9M
2023 1 632 $10M
2024 1 652 $12M

I.B.E.W. Local 1158 filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN220886457
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

I.B.E.W. Local 1158 Annuity Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants I.B.E.W. Local 1158 Annuity Plan, Total assets ($B): 0.009921877 · Participants: 632I.B.E.W. Local 1158 Annuity PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
I.B.E.W. Local 1158 Annuity Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare I.B.E.W. Local 1158 Annuity Plan side-by-side with 3 peers →

I.B.E.W. Local 1158 Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is M. Roberts Media, LLC 401(k) Plan in TX ($10M); by covered participants it is Plan De Participacion De Ganancias Para Los in PR (632 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (632 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 I.B.E.W. Local 1158 Annuity Plan assets move in 2023? ▼
I.B.E.W. Local 1158 Annuity Plan grew sharply - up 15.3% during 2023, from $9M to $10M. Reported net income was $1M.
How have I.B.E.W. Local 1158 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.B.E.W. Local 1158's sponsor-wide assets grew 34.6%, from $9M to $12M.
Which 401(k) plans are similar in size to I.B.E.W. Local 1158 Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is M. Roberts Media, LLC 401(k) Plan in TX ($10M, 146 participants).
Which 401(k) plans cover a similar participant headcount to I.B.E.W. Local 1158 Annuity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plan De Participacion De Ganancias Para Los in PR (632 participants, $20M 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 220886457.

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.