401(k) · DOL Form 5500 · 2024
Trustees of the Iue-Cwa AFL-CIO Pension Fund 401(k) Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 2,652
- Participants Above avg headcount
- 89th
- Percentile by assets National rank
- $31,251
- Avg per participant Low balance/head
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.
- #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.
- #2,383
- in Information & Media (2,822 peers)
- +7.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Iue-Cwa 401(k) Retirement Savings and Security Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Iue-Cwa 401(k) Retirement Savings and Security 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. Iue-Cwa 401(k) Retirement Savings and Security Plan lands in the large band (2,652 participants).
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.
EBSA filing schedule strip
Filing strip 223345052 · Trustees of the Iue-Cwa AFL-CIO Pension Fund PY 2024 · 401(k)
Iue-Cwa 401(k) Retirement Savings and Security Plan · $83M · 2,652 · 89th
- VS-ST $83M
- VS-ST 2,652
- VS-ST 89th
- VS-ST 401(k)
- VS-ST near Permobil, Inc. 401(k) Profit Sharing and Trust
- VS-ST ind #2383
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 Information & Media retirement plans → · Plans in Pennsylvania →
Iue-Cwa 401(k) Retirement Savings and Security Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | $5M |
| Employer EIN | 223345052 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Iue-Cwa AFL-CIO Pension Fund)
Sponsor-wide plan assets over time
All Trustees of the Iue-Cwa AFL-CIO Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 23.19524684426017% vs 2022
- 2024 filing year
| 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.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Iue-Cwa 401(k) Retirement Savings and Security Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Permobil, Inc. 401(k) Profit Sharing and Trust in TN ($83M); by covered participants it is Carrington 401(k) Plan in CA (2,653 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
- Permobil, Inc. 401(k) Profit Sharing and Trust (TN) $83M · 936
- J.Jill 401(k) Plan (MA) $83M · 948
- Mechanics Local No. 701 Defined Contribution 401(K (IL) $83M · 3,446
- Hutchinson Health Retirement Savings Plan (MN) $83M · 657
Similar participant headcount
Nearest other-state filings by covered participants (2,652 participants); asset peers above are excluded.
- Carrington 401(k) Plan (CA) 2,653 · 1 off
- Light & Wonder, Inc. 401(k) Plan (NV) 2,654 · 2 off
- Echo Global Logistics 401(k) Savings and Retirement Plan (IL) 2,650 · 2 off
- Dxp Enterprises, Inc. 401(k) Retirement Plan (TX) 2,654 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.