Money Purchase · DOL Form 5500 · 2022
Trustees of Greater Texas IBEW NECA Annuity Plan Money Purchase Plan
Data updated 2026-08-11
- $137M
- Total assets
- 3,298
- Participants
- 94th
- Percentile by assets
- $41,423
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $137M
- total plan assets (2022 EOY)
- 3,298
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $41,423
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Greater Texas IBEW NECA Annuity Plan reports 3,298 participants - 4.8x that state average ($137M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $136M |
| Net Income | -$7M |
| Employer EIN | 756229319 |
| Plan Effective Date | 1974-08-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Greater Texas IBEW NECA Annuity Plan)
| 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
- Occidental Petroleum Corporation Retirement Plan $957M · N/A
- Alcon Retirement Plan $846M · 9,281
- William Marsh Rice University Defined Contribution Retirement Plan $718M · 6,837
- Apache Corporation Money Purchase Retirement Plan $211M · 1,394
- Central Texas College Employees Pension Plan and Trust $110M · 688
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Greater Texas IBEW NECA Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Greater Texas IBEW NECA Annuity Plan assets move in 2022? ▼
How have Trustees of Greater Texas IBEW NECA Annuity Plan plan assets changed over time? ▼
Where does Greater Texas IBEW NECA Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Greater Texas IBEW NECA Annuity Plan? ▼
Next read for Greater Texas IBEW NECA Annuity Plan
Filing takeaways
Ways to act on Greater Texas IBEW NECA Annuity Plan's numbers.
- By total assets, Greater Texas IBEW NECA Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Texas. Compare plans
- Trustees of Greater Texas IBEW NECA Annuity Plan's sponsor-wide assets have grown 20.6% since 2022 across 3 plan years on file. More Finance & Insurance plans