How big is I.B.E.W. Local 97's plan?

I.B.E.W. Local 97's plan reported $5.0M in assets and 22 participants for 2025.

Original filing (PDF)20260402121308NAL0003531634001

I.B.E.W. Local 97

Name: I.B.E.W. Local 97 — I.B.E.W. Local 97 401(k) Profit, Form 5500 (2025)
Creator: I.B.E.W. Local 97
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

I.B.E.W. Local 97 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · I.B.E.W. Local 97's I.B.E.W. Local 97 401(k) Profit Sharing Plan and Trust held $5.0M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Anthony Bugge signed I.B.E.W. Local 97's 2025 Form 5500 as plan administrator.

Anthony Bugge — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

I.B.E.W. Local 97's EIN is 16-1456713.

EIN 16-1456713

Plan number 001

Plan year 2025

ACK ID 20260402121308NAL0003531634001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for I.B.E.W. Local 97 from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

I.B.E.W. Local 97's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for I.B.E.W. LOCAL 97.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score