401(k) · DOL Form 5500 · 2024
Board of Directors of the IBEW Locals' Saving & Retirement Group Trust 401(k) Plan
Data updated 2026-08-25
- $742M
- Total assets Above avg plan size
- 372
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $2.0M
- Avg per participant High balance/head
Official DOL plan name: International Brotherhood of Electrical Workers Local Unions Savings & Security Plan · Sponsored by Board of Directors of the IBEW Locals' Saving & Retirement Group Trust · New York · Other Services
$742M in assets, 372 participants
Board of Directors of the IBEW Locals' Saving & Retirement Group Trust's International Brotherhood of Electrical Workers Local Unions Savings & Security Plan reported $742M in total assets and 372 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #7,689 in Other Services (7,719 peers)
Coverage in New York
International Brotherhood of Electrical Workers Local Unions Savings & Security Plan covers 372 participants in New York, about 47% of the average New York filer (state average ~798 per filing). Assets: $742M.
- #7,689
- in Other Services (7,719 peers)
- +6.3%
- assets growth YoY
- 7.4×
- vs typical plan assets (national mean)
International Brotherhood of Electrical Workers Local Unions Savings & Security Plan's outsized position by total assets
International Brotherhood of Electrical Workers Local Unions Savings & Security Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$742,021,180 Top 2% higher than 98% 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
International Brotherhood of Electrical Workers Local Unions Savings & Security 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. International Brotherhood of Electrical Workers Local Unions Savings & Security Plan sits mid-pack in the medium band (372 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- International Brotherhood of Electrical Workers Local Unions Savings & Security Plan reported net income rose from $22M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- International Brotherhood of Electrical Workers Local Unions Savings & Security Plan end-of-year assets rose from $698M in the plan year 2023 filing to $742M in the plan year 2024 filing.
- International Brotherhood of Electrical Workers Local Unions Savings & Security Plan reported participants fell from 376 in the plan year 2023 filing to 372 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 271722149 · Board of Directors of the IBEW Locals' Saving & Retirement Group Trust PY 2024 · 401(k)
International Brotherhood of Electrical Workers Local Unions Savings & Security Plan · $742M · 372 · 98th
- PART $742M
- TYPE 372
- NET 98th
- BOOK 401(k)
- VS-ST near Premier Healthcare Solutions, Inc. Retirement Savings Plan
- BOY ind #7689
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 Other Services retirement plans → · Plans in New York →
International Brotherhood of Electrical Workers Local Unions Savings & Security Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $698M |
|---|---|
| Net Assets (End of Year) | $742M |
| Net Income | $44M |
| Employer EIN | 271722149 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Directors of the IBEW Locals' Saving & Retirement Group Trust)
Sponsor-wide plan assets over time
All Board of Directors of the IBEW Locals' Saving & Retirement Group Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $742M 9.834450192977322% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 389 | $676M |
| 2023 | 1 | 376 | $698M |
| 2024 | 1 | 372 | $742M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
International Brotherhood of Electrical Workers Local Unions Savings & Security Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Premier Healthcare Solutions, Inc. Retirement Savings Plan in NC ($742M); by covered participants it is Affiliated Healthcare Systems Retirement Partnership 401(k) Plan in ME (372 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($742M here).
- Premier Healthcare Solutions, Inc. Retirement Savings Plan (NC) $742M · 2,811
- Signet Jewelers Retirement Savings Plan (OH) $742M · 24,398
- Ingram Micro 401(k) Investment Savings Plan (CA) $742M · 5,130
- Asbury Automotive Retirement Savings Plan (GA) $741M · 11,807
Similar participant headcount
Nearest other-state filings by covered participants (372 participants); asset peers above are excluded.
- Affiliated Healthcare Systems Retirement Partnership 401(k) Plan (ME) 372 · 0 off
- Portfolio 401(k) Plan (CA) 372 · 0 off
- Kidwell, Inc. 401(k) Profit Sharing Plan (NE) 372 · 0 off
- Velocityehs 401(k) Plan (IL) 372 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.