Money Purchase · DOL Form 5500 · 2024

IBEW Lu-1141 Pension Trust Money Purchase Plan

Data updated 2026-08-11

$189M
Total assets: 2,210
Participants: 94th
Percentile by assets: $85,380
Avg per participant

Official DOL plan name: Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan · Sponsored by IBEW Lu-1141 Pension Trust · Oklahoma · Construction

$189M in assets, 2,210 participants

IBEW Lu-1141 Pension Trust's Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan reported $189M in total assets and 2,210 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 123,622 plans)
#8,389 in Construction (9,039 peers)

Coverage in Oklahoma

Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan covers 2,210 participants in Oklahoma, 2.9x the typical Oklahoma plan (state average ~760 per filing). Assets: $189M.

$189M
total plan assets (2024 EOY): 2,210
covered participants: 94th
percentile by assets (of 123,622 plans): $85,380
avg assets per participant

Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan reported net income fell from $25M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan reported participants rose from 1,908 in the plan year 2023 filing to 2,210 in the plan year 2024 filing.
Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan end-of-year assets rose from $169M in the plan year 2023 filing to $189M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Oklahoma

Industry

Construction

Participants vs Oklahoma filers

In Oklahoma, the average filing covers about 760 participants across 1,268 plans. Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan reports 2,210 participants - 2.9x that state average ($189M EOY assets).

Oklahoma filing particulars

Total Assets (Beginning of Year)	$169M
Net Assets (End of Year)	$189M
Net Income	$19M
Employer EIN	736109391
Plan Effective Date	1973-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (IBEW Lu-1141 Pension Trust)

Total plan assets by year, all IBEW Lu-1141 Pension Trust plans on file

Year	Plans	Participants	Total Assets
2022	1	1,951	$144M
2023	1	1,908	$169M
2024	1	2,210	$189M

Nearby Money Purchase Plans in Oklahoma

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan vs. nearby Money Purchase plans in Oklahoma, assets vs. participants

Oklahoma Medical Research Foundation for Full-Time Employees $100M · 513
Grand Lake Mental Health Center Money Purchase Plan $29M · 2,080
The Crosby Group Hourly Employees Pension Plus Plan $17M · 469
Tinker Federal Credit Union Target Benefit Plan $16M · 796
Diagnostic Radiology Consultants PC Money Purchase Pension Plan $8M · 2

Compare Supplemental Pension/401(k) Plan to IBEW… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan by total assets, not by location.

Pediatric Academic Association, Inc. Defined Contribution Plan (OH) $187M · 510
Plumbers Local 24 Annuity Fund (NJ) $190M · 947
Research Foundation for Mental Hygiene, Inc. Defined Contribution Retirement Plan (NY) $186M · 1,156
Southern States Savings & Retirement Plan Trust (FL) $193M · 13,122

Frequently Asked Questions

How did Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan assets move in 2024? ▼

Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan grew at a solid clip - up 11.3% during 2024, from $169M to $189M. Reported net income was $19M.

How have IBEW Lu-1141 Pension Trust plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), IBEW Lu-1141 Pension Trust's sponsor-wide assets grew 30.7%, from $144M to $189M.

Where does Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan rank by assets among Form 5500 filers? ▼

Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Money Purchase plans are similar in size to Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Pediatric Academic Association, Inc. Defined Contribution Plan in OH ($187M, 510 participants).

Next read for Supplemental Pension/401(k) Plan to IBEW…

Filing takeaways

Ways to act on Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan's numbers.

By total assets, Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Oklahoma. Compare plans
IBEW Lu-1141 Pension Trust's sponsor-wide assets have grown 30.7% since 2022 across 3 plan years on file. More Construction 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 736109391.