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IBEW LOCAL 965 — IBEW LOCAL UNION #965 RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250304095047NAL0006851089001
IBEW LOCAL 965
Form 5500-SF
FILING_RECEIVED
IBEW LOCAL UNION #965 RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$472K
Net assets (EOY)
$472K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
IBEW LOCAL 965
.
Find decision makers
Plan sponsor
Name
IBEW LOCAL 965
EIN
39-0141345
Address
701 WATSON AVENUE, SUITE 200 · MADISON, WI · 53713
Phone
(608) 274-5600
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
A. P. A. I. A. EMPLOYEES UNION LOCAL NO. 618
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NEW YORK STATE PROFESSIONAL FIRE FIGHTERS ASSOCIATION, INC.
NEW YORK STATE PROFESSIONAL FIRE FIGHTERS ASSOCIATION, INC. 401(K) PLAN
$471K · 6 participants
WISCONSIN REGIONAL TRAINING PARTNERSHIP, INC.
WISCONSIN REGIONAL TRAINING PARTNERSHIP, INC. COLLECTIVELY BARGAINING EMPLOYEES 401(K) PLAN
$469K · 22 participants
BIOMEDICAL & HEALTH SCIENCES
BIOMEDICAL AND HEALTH SCIENCES OF NJ PROFIT SHARING 401(K) PLAN
$475K · 3 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
IBEW LOCAL 141 VACATION PLAN
IBEW LOCAL 141 VACATION PLAN
$461K · 207 participants
LABORERS INTERNATIONAL UNION OF NORTH AMERICA, LOCAL 720
LABORERS LOCAL 720 401(K) PROFIT SHARING PLAN
$461K · 7 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B
