401(k) · DOL Form 5500 · 2024

Trustees of the Iue-Cwa AFL-CIO Pension Fund 401(k) Plan

Data updated 2026-08-11

$83M
Total assets
2,652
Participants
89th
Percentile by assets
$31,251
Avg per participant
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Official DOL plan name: Iue-Cwa 401(k) Retirement Savings and Security Plan · Sponsored by Trustees of the Iue-Cwa AFL-CIO Pension Fund · Pennsylvania · Information & Media

$83M in assets, 2,652 participants

Trustees of the Iue-Cwa AFL-CIO Pension Fund's Iue-Cwa 401(k) Retirement Savings and Security Plan reported $83M in total assets and 2,652 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 123,622 plans)
  • #2,383 in Information & Media (2,822 peers)

Coverage in Pennsylvania

Iue-Cwa 401(k) Retirement Savings and Security Plan covers 2,652 participants in Pennsylvania, 3.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $83M.

$83M
total plan assets (2024 EOY)
2,652
covered participants
89th
percentile by assets (of 123,622 plans)
$31,251
avg assets per participant

Where Iue-Cwa 401(k) Retirement Savings and Security Plan sits by total assets

Iue-Cwa 401(k) Retirement Savings and Security Plan vs every filed plan by assets

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

$82,877,593 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iue-Cwa 401(k) Retirement Savings and Security Plan reported net income fell from $10M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Iue-Cwa 401(k) Retirement Savings and Security Plan reported participants rose from 2,454 in the plan year 2023 filing to 2,652 in the plan year 2024 filing.
  • Iue-Cwa 401(k) Retirement Savings and Security Plan end-of-year assets rose from $77M in the plan year 2023 filing to $83M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Pennsylvania
Industry
Information & Media

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Iue-Cwa 401(k) Retirement Savings and Security Plan reports 2,652 participants - 3.2x that state average ($83M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$82M
Net Income$5M
Employer EIN223345052
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Iue-Cwa AFL-CIO Pension Fund)

$65M$70M$75M$80M$85M 202220232024 $67.3M $82.9M ▲ +23.2%
Total plan assets by year, all Trustees of the Iue-Cwa AFL-CIO Pension Fund plans on file
Year Plans Participants Total Assets
2022 1 2,472 $67M
2023 1 2,454 $77M
2024 1 2,652 $83M

Nearby 401(k) Plans in Pennsylvania

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

Iue-Cwa 401(k) Retirement Savings and Security Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Iue-Cwa 401(k) Retir…, Total assets ($B): 0.082877593 · Participants: 2652Iue-Cwa 401(k) Retir…Comcast Corporation …, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation …The Cigna Group 401(…, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(…The Vanguard Retirem…, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirem…Thermo Fisher Scient…, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scient…The PNC Financial Se…, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Se…
Iue-Cwa 401(k) Retirement Savings and Security Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Iue-Cwa 401(k) Retirement Savings and Se… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Iue-Cwa 401(k) Retirement Savings and Security Plan by total assets, not by location.

Frequently Asked Questions

How did Iue-Cwa 401(k) Retirement Savings and Security Plan assets move in 2024? ▼
Iue-Cwa 401(k) Retirement Savings and Security Plan grew at a solid clip - up 7.6% during 2024, from $77M to $83M. Reported net income was $5M.
How have Trustees of the Iue-Cwa AFL-CIO Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Iue-Cwa AFL-CIO Pension Fund's sponsor-wide assets grew 23.2%, from $67M to $83M.
Where does Iue-Cwa 401(k) Retirement Savings and Security Plan rank by assets among Form 5500 filers? ▼
Iue-Cwa 401(k) Retirement Savings and Security Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Iue-Cwa 401(k) Retirement Savings and Security Plan? ▼
Among 401(k) plans in other states, the closest by assets is Permobil, Inc. 401(k) Profit Sharing and Trust in TN ($83M, 936 participants).

Next read for Iue-Cwa 401(k) Retirement Savings and Se…

Filing takeaways

Ways to act on Iue-Cwa 401(k) Retirement Savings and Security Plan's numbers.

  • By total assets, Iue-Cwa 401(k) Retirement Savings and Security Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
  • Trustees of the Iue-Cwa AFL-CIO Pension Fund's sponsor-wide assets have grown 23.2% since 2022 across 3 plan years on file. More Information & Media plans

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 223345052.

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.