Money Purchase · DOL Form 5500 · 2022

Trustees of Greater Texas IBEW NECA Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$137M
Total assets Near avg plan size
3,298
Participants Above avg headcount
94th
Percentile by assets National rank
$41,423
Avg per participant Low balance/head
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Official DOL plan name: Greater Texas IBEW NECA Annuity Plan · Sponsored by Trustees of Greater Texas IBEW NECA Annuity Plan · Texas · Finance & Insurance

$137M in assets, 3,298 participants

Trustees of Greater Texas IBEW NECA Annuity Plan's Greater Texas IBEW NECA Annuity Plan reported $137M in total assets and 3,298 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,383 in Finance & Insurance (9,261 peers)

Coverage in Texas

Greater Texas IBEW NECA Annuity Plan covers 3,298 participants in Texas, 4.8x the typical Texas plan (state average ~688 per filing). Assets: $137M.

#8,383
in Finance & Insurance (9,261 peers)
-4.9%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Greater Texas IBEW NECA Annuity Plan's outsized position by total assets

Greater Texas IBEW NECA Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$136,613,237 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Greater Texas IBEW NECA Annuity 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. Greater Texas IBEW NECA Annuity Plan lands in the large band (3,298 participants).

Form 5500 schedule snapshot

Filing strip 756229319 · Trustees of Greater Texas IBEW NECA Annuity Plan PY 2022 · Money Purchase

Greater Texas IBEW NECA Annuity Plan · $137M · 3,298 · 94th

  • PCT $137M
  • PCT 3,298
  • PCT 94th
  • PCT Money Purchase
  • PCT near Bates College Money Purchase Pension Plan
  • PCT ind #8383

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 Finance & Insurance retirement plans → · Plans in Texas →

Greater Texas IBEW NECA Annuity Plan in the asset neighbourhood

Plumbers & Pipefitters Local Union No. 286 Money Purchase PlanPlumbers & Pipefitters Local…$139MIBEW Local 363-Money Purchase Pension PlanIBEW Local 363-Money Purchas…$138MPediatric Academic Association, Inc. Defined Contribution PlanPediatric Academic Associati…$138MBates College Money Purchase Pension PlanBates College Money Purchase…$137MGreater Texas IBEW NECA Annuity PlanGreater Texas IBEW NECA Annu…$137M
End-of-year total assets ($M) among Greater Texas IBEW NECA Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$144M
Net Assets (End of Year)$136M
Net Income-$7M
Employer EIN756229319
Plan Effective Date1974-08-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Greater Texas IBEW NECA Annuity Plan)

Sponsor-wide plan assets over time

All Trustees of Greater Texas IBEW NECA Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$165M 20.63997795469849% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $137M $165M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 3,298 $137M
2023 1 1,683 $146M
2024 1 1,845 $165M

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Greater Texas IBEW NECA Annuity Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 02004006008001000 Total assets ($M) Participants Greater Texas IBEW NECA Annuity Plan, Total assets ($M): 136.613237 · Participants: 3298Greater Texas IBEW NECA Annuity PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($M): 957.347914 · Participants: 0Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($M): 846.473174 · Participants: 9281Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($M): 718.249932 · Participants: 6837William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($M): 211.048041 · Participants: 1394Apache Corporation Money Purchase Retirement PlanCentral Texas College Employees Pension Plan and Trust, Total assets ($M): 109.728961 · Participants: 688Central Texas College Employees Pension Plan and Trust
Greater Texas IBEW NECA Annuity Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Greater Texas IBEW NECA Annuity Plan side-by-side with 3 peers →

Greater Texas IBEW NECA Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Bates College Money Purchase Pension Plan in ME ($137M); by covered participants it is Educational Testing Service 401(a) Retirement Plan in NJ (3,282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,298 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Greater Texas IBEW NECA Annuity Plan assets move in 2022? ▼
Greater Texas IBEW NECA Annuity Plan edged down modestly - down 4.9% during 2022, from $144M to $137M. Reported net income was -$7M.
How have Trustees of Greater Texas IBEW NECA Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Greater Texas IBEW NECA Annuity Plan's sponsor-wide assets grew 20.6%, from $137M to $165M.
Where does Greater Texas IBEW NECA Annuity Plan rank by assets among Form 5500 filers? ▼
Greater Texas IBEW NECA Annuity Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Greater Texas IBEW NECA Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Bates College Money Purchase Pension Plan in ME ($137M, 720 participants).
Which Money Purchase plans cover a similar participant headcount to Greater Texas IBEW NECA Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Educational Testing Service 401(a) Retirement Plan in NJ (3,282 participants, $525M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 756229319.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.