How big is IBEW Local 965's plan?

IBEW Local 965's plan reported $603K in assets and 3 participants for 2025.

Original filing (PDF)20260320132101NAL0005257489001

IBEW Local 965

Name: IBEW Local 965 — IBEW Local Union #965 Retirement, Form 5500 (2025)
Creator: IBEW Local 965
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IBEW Local Union #965 Retirement Savings Plan

401(k) retirement plan · IBEW Local 965's IBEW Local Union #965 Retirement Savings Plan held $603K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$603K

Net assets (EOY)

$603K

People on this filing

LORI Richardson signed IBEW Local 965's 2025 Form 5500 as plan administrator.

LORI Richardson — 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

IBEW Local 965's EIN is 39-0141345.

EIN 39-0141345

Plan number 001

Plan year 2025

ACK ID 20260320132101NAL0005257489001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for IBEW Local 965 from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

IBEW Local 965's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IBEW LOCAL 965.

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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