Board of Trustees, International Brotherhood of retirement plan: assets, participants and fees
What Board of Trustees, International Brotherhood of's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Joseph H. Herrle & Associates | Schedule C ↗ |
| Independent auditor | Miller Kaplan Arase LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 63 defined-contribution plans in construction with 10,000 to 49,999 participants.
| Board of Trustees, International Brotherhood of: employer contribution per participant | $4,982 | |
| Peer median | $3,136 |
| Board of Trustees, International Brotherhood of: average balance | $95,356 | |
| Peer median | $54,024 |
| Board of Trustees, International Brotherhood of: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.3B at the end of plan year 2023 to $2.5B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 32,974 | $2.5B | $129M | $4,982 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 31,477 | $2.3B | $125M | $4,944 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does Board of Trustees, International Brotherhood of match 401(k) contributions?
The match terms for the International Brotherhood of Electrical Workers District No. 9 Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $129M in employer contributions, about $4,982 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees, International Brotherhood of 401(k) match vested?
The vesting schedule for the International Brotherhood of Electrical Workers District No. 9 Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees, International Brotherhood of 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Joseph H. Herrle & Associates. The plan administrator is Board of Trustees, International Brotherhood of.
I left Board of Trustees, International Brotherhood of. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Board of Trustees, International Brotherhood of, (503) 282-5581) or the recordkeeper, Joseph H. Herrle & Associates. The Board of Trustees, International Brotherhood of old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees, International Brotherhood of 401(k)
Data from the public Form 5500 annual reports Board of Trustees, International Brotherhood of filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Board of Trustees, International Brotherhood of. Not financial advice. Report a correction · Methodology