How big is IUOE Local 701's plan?

IUOE Local 701's plan reported $282K in assets and 26 participants for 2025.

Original filing (PDF)20260227131236NAL0001029554001

IUOE Local 701

Name: IUOE Local 701 — Local 701 401(k) Plan, Form 5500 (2025)
Creator: IUOE Local 701
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Local 701 401(k) Plan

401(k) retirement plan · IUOE Local 701's Local 701 401(k) Plan held $282K in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$282K

Net assets (EOY)

$278K

People on this filing

James Anderson signed IUOE Local 701's 2025 Form 5500 as plan administrator.

James Anderson — 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

IUOE Local 701's EIN is 93-0189335.

EIN 93-0189335

Plan number 001

Plan year 2025

ACK ID 20260227131236NAL0001029554001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for IUOE Local 701 from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

IUOE Local 701's plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IUOE LOCAL 701.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

IUOE LOCAL 701

EIN

all filings

Address

555 E. FIRST STREET · GLADSTONE, OR · 97027

Phone

(503) 650-7701

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-27

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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