Money Purchase · DOL Form 5500 · 2024
IBEW Lu-1141 Pension Trust Money Purchase Plan
Data updated 2026-08-25
- $189M
- Total assets Near avg plan size
- 2,210
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $85,380
- Avg per participant Below avg balance/head
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.
- #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.
- #8,389
- in Construction (9,039 peers)
- +11.3%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan's outsized position by total assets
Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$188,689,591 Top 6% higher than 94% 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
Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) 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. Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan lands in the large band (2,210 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 736109391 · IBEW Lu-1141 Pension Trust PY 2024 · Money Purchase
Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan · $189M · 2,210 · 94th
- PHOTO $189M
- PHOTO 2,210
- PHOTO 94th
- PHOTO Money Purchase
- PHOTO near Pediatric Academic Association, Inc. Defined Contribution Plan
- PHOTO ind #8389
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 Construction retirement plans → · Plans in Oklahoma →
Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All IBEW Lu-1141 Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $189M 30.66292448273896% vs 2022
- 2024 filing year
| 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.
- 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
Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan's out-of-state Money Purchase peers by assets and headcount
Outside Oklahoma, the nearest Money Purchase by assets is Pediatric Academic Association, Inc. Defined Contribution Plan in OH ($187M); by covered participants it is Plumbers & Pipefitters Local 9 Surety Plan in NJ (2,205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($189M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,210 participants); asset peers above are excluded.
- Plumbers & Pipefitters Local 9 Surety Plan (NJ) 2,205 · 5 off
- Bergelectric Corporation Money Purchase Pension Plan (CA) 2,204 · 6 off
- NECA-IBEW Local 176 Pension Trust Fund (IL) 2,204 · 6 off
- Teamsters Local 777 Severance and Retirement Plan (IL) 2,233 · 23 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.