401(k) · DOL Form 5500 · 2024
Board of Trustees Ua Local 125 Retirement Savings Plan 401(k) Plan
Data updated 2026-08-11
- $164M
- Total assets
- 1,042
- Participants
- 93rd
- Percentile by assets
- $157,817
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $164M
- total plan assets (2024 EOY)
- 1,042
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $157,817
- avg assets per participant
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.
Ua Local 125 Retirement Savings Plan vs the 2024 asset distribution
By assets, Ua Local 125 Retirement Savings Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
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)
| 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.
Ua Local 125 Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ua Local 125 Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Ua Local 125 Retirement Savings Plan assets move in 2024? ▼
How have Board of Trustees Ua Local 125 Retirement Savings Plan plan assets changed over time? ▼
Where does Ua Local 125 Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ua Local 125 Retirement Savings Plan? ▼
Next read for Ua Local 125 Retirement Savings Plan
Scale reading
Ways to act on Ua Local 125 Retirement Savings Plan's numbers.
- By total assets, Ua Local 125 Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- Board of Trustees Ua Local 125 Retirement Savings Plan's sponsor-wide assets have grown 34.1% since 2022 across 3 plan years on file. More Construction plans