401(k) · DOL Form 5500 · 2024

Joint Board of Trusteess 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
75
Participants Small participant base
59th
Percentile by assets National rank
$153,496
Avg per participant Above avg balance/head
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Official DOL plan name: The United Construction Workers Retirement and 401(k) Savings Plan · Sponsored by Joint Board of Trusteess · Indiana · Finance & Insurance

$12M in assets, 75 participants

Joint Board of Trusteess's The United Construction Workers Retirement and 401(k) Savings Plan reported $12M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,645 in Finance & Insurance (8,549 peers)

Joint Board of Trusteess multi-year trail

Joint Board of Trusteess's plans moved +20.3% in assets from 2022 to 2024; this filing shows The United Construction Workers Retirement and 401(k) Savings Plan at $12M / 75 participants.

#3,645
in Finance & Insurance (8,549 peers)
+2.8%
assets growth YoY

The United Construction Workers Retirement and 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

The United Construction Workers Retirement and 401(k) Savings Plan vs every filed plan by assets

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

$11,512,167 Top 41% higher than 59% of 123,620 filed plans

This plan $0 $2,050,000,000 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

The United Construction Workers Retirement and 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The United Construction Workers Retirement and 401(k) Savings Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The United Construction Workers Retirement and 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $311K in the plan year 2024 filing.
  • The United Construction Workers Retirement and 401(k) Savings Plan reported participants fell from 81 in the plan year 2023 filing to 75 in the plan year 2024 filing.
  • The United Construction Workers Retirement and 401(k) Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 731641436 · Joint Board of Trusteess PY 2024 · 401(k)

The United Construction Workers Retirement and 401(k) Savings Plan · $12M · 75 · 59th

  • IND $12M
  • IND 75
  • IND 59th
  • IND 401(k)
  • IND near American Independent Companies, Inc. 401(k) Plan
  • IND ind #3645

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 Finance & Insurance retirement plans → · Plans in Indiana →

The United Construction Workers Retirement and 401(k) Savings Plan in the asset neighbourhood

The United Construction Workers Retirement and 401(k) Savings PlanThe United Construction Work…$12MAmerican Independent Companies, Inc. 401(k) PlanAmerican Independent Compani…$12MPeter's Auto Sales Profit Sharing Plan & TrustPeter's Auto Sales Profit Sh…$12MM1 Bancshares, Inc. 401(k) Profit Sharing PlanM1 Bancshares, Inc. 401(k) P…$12MAeries Software, Inc. 401(k) Profit Sharing PlanAeries Software, Inc. 401(k)…$12M
End-of-year total assets ($M) among The United Construction Workers Retirement and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Joint Board of Trusteess multi-year asset trail

Sponsor-wide plan assets over time

All Joint Board of Trusteess plans reported in each filing year

Latest sponsor-wide plan assets
$12M 20.25243243367462% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.57M $11.5M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 79 $10M
2023 1 81 $11M
2024 1 75 $12M

Joint Board of Trusteess filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$311K
Employer EIN731641436
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

The United Construction Workers Retirement and 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants The United Construction Workers Retirement and 401(k) Savings Plan, Total assets ($B): 0.011512167 · Participants: 75The United Construction Workers Retirement and 401(k) Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
The United Construction Workers Retirement and 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare The United Construction Workers Retirement and 401(k) Savings Plan side-by-side with 3 peers →

The United Construction Workers Retirement and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is American Independent Companies, Inc. 401(k) Plan in PA ($12M); by covered participants it is Peppers Automotive Group 401(k) Plan in TN (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The United Construction Workers Retirement and 401(k) Savings Plan assets move in 2024? ▼
The United Construction Workers Retirement and 401(k) Savings Plan edged up modestly - up 2.8% during 2024, from $11M to $12M. Reported net income was $311K.
How have Joint Board of Trusteess plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trusteess's sponsor-wide assets grew 20.3%, from $10M to $12M.
Which 401(k) plans are similar in size to The United Construction Workers Retirement and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Independent Companies, Inc. 401(k) Plan in PA ($12M, 77 participants).
Which 401(k) plans cover a similar participant headcount to The United Construction Workers Retirement and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peppers Automotive Group 401(k) Plan in TN (75 participants, $2M in assets).

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 731641436.

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.