401(k) · DOL Form 5500 · 2024

Board of Trustees of IBEW Local Union No. 527 Annuity Plan 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
604
Participants Below avg headcount
65th
Percentile by assets National rank
$25,955
Avg per participant Low balance/head
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Official DOL plan name: IBEW Local Union No. 527 Annuity Plan · Sponsored by Board of Trustees of IBEW Local Union No. 527 Annuity Plan · Texas · Construction

$16M in assets, 604 participants

Board of Trustees of IBEW Local Union No. 527 Annuity Plan's IBEW Local Union No. 527 Annuity Plan reported $16M in total assets and 604 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #5,803 in Construction (9,039 peers)

Board of Trustees of IBEW Local Union No. 527 Annuity Plan multi-year trail

Board of Trustees of IBEW Local Union No. 527 Annuity Plan's plans moved +15.1% in assets from 2022 to 2024; this filing shows IBEW Local Union No. 527 Annuity Plan at $16M / 604 participants.

#5,803
in Construction (9,039 peers)
+4.5%
assets growth YoY

IBEW Local Union No. 527 Annuity Plan's mid-pack asset rank among Construction and all filers

IBEW Local Union No. 527 Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,677,003 Top 35% higher than 65% of 123,620 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 2024

IBEW Local Union No. 527 Annuity Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW Local Union No. 527 Annuity Plan sits mid-pack in the medium band (604 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • IBEW Local Union No. 527 Annuity Plan reported participants rose from 370 in the plan year 2023 filing to 604 in the plan year 2024 filing.
  • IBEW Local Union No. 527 Annuity Plan reported net income fell from $1M in the plan year 2023 filing to $689K in the plan year 2024 filing.
  • IBEW Local Union No. 527 Annuity Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 742091530 · Board of Trustees of IBEW Local Union No. 527 Annuity Plan PY 2024 · 401(k)

IBEW Local Union No. 527 Annuity Plan · $16M · 604 · 65th

  • BOY $16M
  • SCH 604
  • EBSA 65th
  • PART 401(k)
  • TYPE near Vexos 401(k) Plan
  • NET ind #5803

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 Texas →

IBEW Local Union No. 527 Annuity Plan in the asset neighbourhood

IBEW Local Union No. 527 Annuity PlanIBEW Local Union No. 527 Ann…$16MVexos 401(k) Plan$16MUniversity City Housing Company 401(k) PlanUniversity City Housing Comp…$16MLiveaction 401(k) Plan$16MVna & Hospice of the Southwest Region 401(k) Plan and TrustVna & Hospice of the Southwe…$16M
End-of-year total assets ($M) among IBEW Local Union No. 527 Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Board of Trustees of IBEW Local Union No. 527 Annuity Plan multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees of IBEW Local Union No. 527 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$16M 15.06802128402% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.6M $15.7M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 570 $14M
2023 1 370 $15M
2024 1 604 $16M

Board of Trustees of IBEW Local Union No. 527 Annuity Plan filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$689K
Employer EIN742091530
Plan Effective Date1978-09-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

IBEW Local Union No. 527 Annuity Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants IBEW Local Union No. 527 Annuity Plan, Total assets ($B): 0.015677003 · Participants: 604IBEW Local Union No. 527 Annuity PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
IBEW Local Union No. 527 Annuity Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare IBEW Local Union No. 527 Annuity Plan side-by-side with 3 peers →

IBEW Local Union No. 527 Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Vexos 401(k) Plan in OH ($16M); by covered participants it is Atlantis Management Group, LLC 401(k) Profit Sharing Plan in NY (604 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (604 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did IBEW Local Union No. 527 Annuity Plan assets move in 2024? ▼
IBEW Local Union No. 527 Annuity Plan edged up modestly - up 4.5% during 2024, from $15M to $16M. Reported net income was $689K.
How have Board of Trustees of IBEW Local Union No. 527 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of IBEW Local Union No. 527 Annuity Plan's sponsor-wide assets grew 15.1%, from $14M to $16M.
Which 401(k) plans are similar in size to IBEW Local Union No. 527 Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vexos 401(k) Plan in OH ($16M, 197 participants).
Which 401(k) plans cover a similar participant headcount to IBEW Local Union No. 527 Annuity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantis Management Group, LLC 401(k) Profit Sharing Plan in NY (604 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742091530.

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.