401(k) · DOL Form 5500 · 2022
Trustees of Wisconsin NECA-IBEW 401(k) Plan
Data updated 2026-08-25
- $542M
- Total assets Above avg plan size
- 2,154
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $251,522
- Avg per participant Above avg balance/head
Official DOL plan name: Wisconsin NECA-IBEW Retirement Plan · Sponsored by Trustees of Wisconsin NECA-IBEW · Wisconsin · Construction
$542M in assets, 2,154 participants
Trustees of Wisconsin NECA-IBEW's Wisconsin NECA-IBEW Retirement Plan reported $542M in total assets and 2,154 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #9,727 in Construction (9,927 peers)
Coverage in Wisconsin
Wisconsin NECA-IBEW Retirement Plan covers 2,154 participants in Wisconsin, 3.8x the typical Wisconsin plan (state average ~563 per filing). Assets: $542M.
- #9,727
- in Construction (9,927 peers)
- -17.1%
- assets change YoY
- 5.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $112M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wisconsin NECA-IBEW Retirement Plan's outsized position by total assets
Wisconsin NECA-IBEW Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$541,777,778 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wisconsin NECA-IBEW Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wisconsin NECA-IBEW Retirement Plan lands in the large band (2,154 participants).
Published 5500 schedule card
Filing strip 391571911 · Trustees of Wisconsin NECA-IBEW PY 2022 · 401(k)
Wisconsin NECA-IBEW Retirement Plan · $542M · 2,154 · 98th
- EOY $542M
- 5500 2,154
- ASSETS 98th
- PCT 401(k)
- EIN near Yellow Corporation 401(k) Plan
- RANK ind #9727
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Wisconsin →
Wisconsin NECA-IBEW Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $654M |
|---|---|
| Net Assets (End of Year) | $542M |
| Net Income | -$112M |
| Employer EIN | 391571911 |
| Plan Effective Date | 1985-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Wisconsin NECA-IBEW)
Sponsor-wide plan assets over time
All Trustees of Wisconsin NECA-IBEW plans reported in each filing year
- Latest sponsor-wide plan assets
- $715M 32.01679674650665% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,154 | $542M |
| 2023 | 1 | 2,214 | $636M |
| 2024 | 1 | 2,442 | $715M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Wisconsin NECA-IBEW Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Yellow Corporation 401(k) Plan in KS ($541M); by covered participants it is Ameritas 401(k) Retirement Plan in NE (2,154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($542M here).
- Yellow Corporation 401(k) Plan (KS) $541M · 5,098
- Edgewell Personal Care 401(k) Plan (CT) $541M · 2,046
- Valmont Employee Retirement Savings Plan (NE) $541M · 5,873
- Rentokil Initial USA 401(k) Plan (PA) $541M · 8,951
Similar participant headcount
Nearest other-state filings by covered participants (2,154 participants); asset peers above are excluded.
- Ameritas 401(k) Retirement Plan (NE) 2,154 · 0 off
- Wework 401(k) Plan (NY) 2,155 · 1 off
- Jones Day Supplemental Savings Plan (OH) 2,153 · 1 off
- First Merchants Corporation Retirement Income and Savings Plan (IN) 2,157 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.