401(k) · DOL Form 5500 · 2024
Board of Trustees Ua Local 125 Retirement Savings Plan 401(k) Plan
Data updated 2026-08-25
- $164M
- Total assets Near avg plan size
- 1,042
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $157,817
- Avg per participant Above avg balance/head
Official DOL plan name: Ua Local 125 Retirement Savings Plan · Sponsored by Board of Trustees Ua Local 125 Retirement Savings Plan · Iowa · Construction
$164M in assets, 1,042 participants
Board of Trustees Ua Local 125 Retirement Savings Plan's Ua Local 125 Retirement Savings Plan reported $164M in total assets and 1,042 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,330 in Construction (9,039 peers)
Where Ua Local 125 Retirement Savings Plan sits by assets
Ua Local 125 Retirement Savings Plan sits in the top 10% of all filed plans by assets, $164M for 1,042 participants (~$157,817/participant), up 12.4% in 2024.
- #8,330
- in Construction (9,039 peers)
- +12.4%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Ua Local 125 Retirement Savings Plan's outsized position by total assets
Ua Local 125 Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$164,445,329 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ua Local 125 Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ua Local 125 Retirement Savings Plan lands in the large band (1,042 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ua Local 125 Retirement Savings Plan reported net income fell from $24M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Ua Local 125 Retirement Savings Plan end-of-year assets rose from $146M in the plan year 2023 filing to $164M in the plan year 2024 filing.
- Ua Local 125 Retirement Savings Plan reported participants rose from 1,000 in the plan year 2023 filing to 1,042 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 421497403 · Board of Trustees Ua Local 125 Retirement Savings Plan PY 2024 · 401(k)
Ua Local 125 Retirement Savings Plan · $164M · 1,042 · 93rd
- PCT $164M
- EIN 1,042
- RANK 93rd
- PHOTO 401(k)
- IND near Straumann Manufacturing, Inc. 401(k) Savings Plan
- EOY ind #8330
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 Iowa →
Ua Local 125 Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $146M |
|---|---|
| Net Assets (End of Year) | $164M |
| Net Income | $18M |
| Employer EIN | 421497403 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ua Local 125 Retirement Savings Plan)
Sponsor-wide plan assets over time
All Board of Trustees Ua Local 125 Retirement Savings Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $164M 34.067868117919254% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 957 | $123M |
| 2023 | 1 | 1,000 | $146M |
| 2024 | 1 | 1,042 | $164M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Ua Local 125 Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Straumann Manufacturing, Inc. 401(k) Savings Plan in MA ($164M); by covered participants it is Sms Group 401(k) Savings Plan in PA (1,042 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($164M here).
- Straumann Manufacturing, Inc. 401(k) Savings Plan (MA) $164M · 1,379
- Dmt Solutions Global Corporation Retirement Plan (CT) $164M · 968
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico (PR) $164M · 2,826
- Kubota Tractor 401(k) Plan (TX) $164M · 1,348
Similar participant headcount
Nearest other-state filings by covered participants (1,042 participants); asset peers above are excluded.
- Sms Group 401(k) Savings Plan (PA) 1,042 · 0 off
- Curran Group Retirement Plan (IL) 1,042 · 0 off
- Cargurus, Inc. 401(k) Profit Sharing Plan (MA) 1,042 · 0 off
- Harbisonwalker International 401(k) Plan (PA) 1,042 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.