401(k) · DOL Form 5500 · 2023
IBEW Lu-1141 Pension Trust 401(k) Plan
Data updated 2026-08-25
- $169M
- Total assets Near avg plan size
- 1,908
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $88,827
- Avg per participant Below avg balance/head
Official DOL plan name: Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan · Sponsored by IBEW Lu-1141 Pension Trust · Oregon · Construction
$169M in assets, 1,908 participants
IBEW Lu-1141 Pension Trust's Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan reported $169M in total assets and 1,908 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #8,378 in Construction (9,030 peers)
Coverage in Oregon
Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan covers 1,908 participants in Oregon, 4.3x the typical Oregon plan (state average ~443 per filing). Assets: $169M.
- #8,378
- in Construction (9,030 peers)
- +17.4%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan's outsized position by total assets
Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$169,481,141 Top 6% higher than 94% 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
Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) 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. Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan lands in the large band (1,908 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan end-of-year assets rose from $144M in the plan year 2022 filing to $169M in the plan year 2023 filing.
- Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan reported participants fell from 1,951 in the plan year 2022 filing to 1,908 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 736109391 · IBEW Lu-1141 Pension Trust PY 2023 · 401(k)
Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan · $169M · 1,908 · 94th
- PART $169M
- PART 1,908
- PART 94th
- PART 401(k)
- PART near Myeyedr. 401(k) Plan
- PART ind #8378
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 Construction retirement plans → · Plans in Oregon →
Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $169M |
| Net Income | $25M |
| Employer EIN | 736109391 |
| Plan Effective Date | 1973-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Lu-1141 Pension Trust)
Sponsor-wide plan assets over time
All IBEW Lu-1141 Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $189M 30.66292448273896% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,951 | $144M |
| 2023 | 1 | 1,908 | $169M |
| 2024 | 1 | 2,210 | $189M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Myeyedr. 401(k) Plan in VA ($169M); by covered participants it is Gold Creek Foods 401(k) Plan in GA (1,908 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($169M here).
- Myeyedr. 401(k) Plan (VA) $169M · 7,257
- Daikin America, Inc. 401(k) Savings and Retirement Plan (NY) $170M · 558
- Associated Materials, LLC 401(k) Retirement Plan (OH) $169M · 3,232
- Rxo 401(k) Plan (NC) $170M · 7,462
Similar participant headcount
Nearest other-state filings by covered participants (1,908 participants); asset peers above are excluded.
- Gold Creek Foods 401(k) Plan (GA) 1,908 · 0 off
- Lincoln Technical Institute, Inc 401(k) Plan (NJ) 1,909 · 1 off
- American Tower Retirement Savings Plan (MA) 1,910 · 2 off
- Carecentrix, Inc. Retirement Savings Plan (CT) 1,906 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.