Defined Benefit (Pension) · DOL Form 5500 · 2022

B of T IBEW Local 640 Chapter NECA DB Pension Plan Pension Plan

Data updated 2026-08-25

$174M
Total assets Near avg plan size
1,710
Participants Near avg headcount
95th
Percentile by assets National rank
$101,835
Avg per participant Below avg balance/head
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Official DOL plan name: IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan · Sponsored by B of T IBEW Local 640 Chapter NECA DB Pension Plan · Arizona · Construction

$174M in assets, 1,710 participants

B of T IBEW Local 640 Chapter NECA DB Pension Plan's IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan reported $174M in total assets and 1,710 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #9,360 in Construction (9,927 peers)

Coverage in Arizona

IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan covers 1,710 participants in Arizona, 3.0x the typical Arizona plan (state average ~564 per filing). Assets: $174M.

#9,360
in Construction (9,927 peers)
-11.4%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan's outsized position by total assets

IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan vs every filed plan by assets

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

$174,137,552 Top 5% higher than 95% 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

IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension 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. IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan lands in the large band (1,710 participants).

DOL schedule card

Filing strip 860323980 · B of T IBEW Local 640 Chapter NECA DB Pension Plan PY 2022 · Defined Benefit (Pension)

IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan · $174M · 1,710 · 95th

  • PCT $174M
  • EIN 1,710
  • RANK 95th
  • PHOTO Defined Benefit (Pension)
  • IND near Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund
  • EOY ind #9360

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 Arizona →

IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan in the asset neighbourhood

Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers UnitedLaundry, Dry Cleaning Worker…$174MElectrician's Retirement Fund$174MSheet Metal Workers Local No. 20, Indianapolis Area, Pension FundSheet Metal Workers Local No…$174MIBEW Local No 640 & Az Chapter NECA Defined Benefit Pension PlanIBEW Local No 640 & Az Chapt…$174MLink-Belt Construction Equipment Company Employees' Retirement PlanLink-Belt Construction Equip…$174M
End-of-year total assets ($M) among IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$197M
Net Assets (End of Year)$173M
Net Income-$23M
Employer EIN860323980
Plan Effective Date1970-12-20
Filing StatusFILING RECEIVED

Sponsor Plan History (B of T IBEW Local 640 Chapter NECA DB Pension Plan)

Sponsor-wide plan assets over time

All B of T IBEW Local 640 Chapter NECA DB Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$366M 33.09544432964613% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $275M $366M ▲ +33.1%
Year Plans Participants Total Assets
2022 2 5,473 $275M
2023 2 5,629 $320M
2024 2 7,794 $366M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0100002000030000 01234 Total assets ($B) Participants IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan, Total assets ($B): 0.174137552 · Participants: 1710IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.218517042 · Participants: 5840Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.527412379 · Participants: 4802Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.392187623 · Participants: 2788Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 0.96033994 · Participants: 25673Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.591298167 · Participants: 2609Avnet Pension Plan
IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants

IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund in IN ($174M); by covered participants it is Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries in NJ (1,707 participants). Same-state nearby plans are listed separately above.

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 IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan assets move in 2022?
IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan pulled back noticeably - down 11.4% during 2022, from $197M to $174M. Reported net income was -$23M.
How have B of T IBEW Local 640 Chapter NECA DB Pension Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), B of T IBEW Local 640 Chapter NECA DB Pension Plan's sponsor-wide assets grew 33.1%, from $275M to $366M.
Where does IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan rank by assets among Form 5500 filers?
IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund in IN ($174M, 846 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries in NJ (1,707 participants, $1.4B in assets).