Other
2023 plan-year Other DOL Form 5500

LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

IBEW LOCAL UNION NO. 124 PENSION TRUST FUND

This Other plan holds $353M in total assets and serves 2,078 participants as of 2023. It is sponsored by IBEW LOCAL UNION NO. 124 PENSION TRUST FUND in Missouri. The plan reported positive net income of $38M for the year.

Total Assets (2023)
$353M
Participants
2,078
State
Industry
Construction

What the Filing Says About LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND

LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND is a Other retirement plan sponsored by IBEW LOCAL UNION NO. 124 PENSION TRUST FUND, headquartered in Missouri. As of the 2023 Form 5500 filing, the plan reports $353M in total end-of-year assets and covers 2,078 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 430817626, and the plan has been effective since 1965-01-07. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $315M at the beginning of 2023 to $353M at year-end — a gain of 12.3%. Net assets (after liabilities) closed the year at $352M, with reported net income of $38M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$315M
Total Assets (End of Year)$353M
Net Assets (End of Year)$352M
Net Income$38M
Plan TypeOther
Employer EIN430817626
Plan Effective Date1965-01-07
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW LOCAL UNION NO. 124 PENSION TRUST FUND)

Year Plans Participants Total Assets
2022 1 1,963 $315M
2023 1 2,078 $353M

Nearby Other Plans in Missouri

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND?
As of the 2023 Form 5500 filing, LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND holds $353M in total assets with 2,078 participants. It is sponsored by IBEW LOCAL UNION NO. 124 PENSION TRUST FUND.
What type of plan is LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND?
LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND is a Other plan. It has been effective since 1965-01-07. The plan is filed with the U.S. Department of Labor under EIN 430817626.
Who sponsors the LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND?
LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND is sponsored by IBEW LOCAL UNION NO. 124 PENSION TRUST FUND, located in Missouri. The sponsor's EIN is 430817626 and the plan operates in the Construction industry.
How did LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND perform in 2023?
LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND grew by 12.3% during 2023, moving from $315M to $353M in total assets. Net income was $38M.
Where can I find official filings for LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND?
Official Form 5500 filings for LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 430817626 or plan name at efast.dol.gov.
How does LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND compare to other plans?
You can compare LOCAL UNION NO. 124 I. B. E. W. PENSION TRUST FUND against other Other plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 430817626.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.