Money Purchase · DOL Form 5500 · 2022
B of T IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan Money Purchase Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 3,763
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $26,716
- Avg per participant Low balance/head
Official DOL plan name: IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan · Sponsored by B of T IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan · Arizona · Construction
$101M in assets, 3,763 participants
B of T IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan's IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan reported $101M in total assets and 3,763 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #9,089 in Construction (9,927 peers)
Coverage in Arizona
IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan covers 3,763 participants in Arizona, 6.7x the typical Arizona plan (state average ~564 per filing). Assets: $101M.
- #9,089
- in Construction (9,927 peers)
- -14.3%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M 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 Contribution Plan's outsized position by total assets
IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$100,532,563 Top 7% higher than 93% 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
IBEW Local No 640 & Az Chapter NECA Defined Contribution 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 Contribution Plan lands in the large band (3,763 participants).
EBSA filing schedule strip
Filing strip 860323980 · B of T IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan PY 2022 · Money Purchase
IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan · $101M · 3,763 · 93rd
- BOY $101M
- BOY 3,763
- BOY 93rd
- BOY Money Purchase
- BOY near Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust
- BOY ind #9089
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 Contribution Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $117M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | -$17M |
| Employer EIN | 860323980 |
| Plan Effective Date | 1981-11-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (B of T IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan)
Sponsor-wide plan assets over time
All B of T IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $366M 33.09544432964613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,473 | $275M |
| 2023 | 2 | 5,629 | $320M |
| 2024 | 2 | 7,794 | $366M |
Nearby Money Purchase Plans in Arizona
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- IBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan $33M · 1,391
- The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 $14M · 47
- Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan $13M · 538
- Benjamin E. Myers Money Purchase Pension Plan and Trust $8M · 1
- Lexington Medical Associates, Inc. Money Purchase Pension Plan $8M · N/A
IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount
Outside Arizona, the nearest Money Purchase by assets is Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust in MD ($101M); by covered participants it is 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff in NH (3,756 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust (MD) $101M · 268
- Painting Industry of Hawaii Annuity Plan (HI) $100M · 630
- Michigan Laborers' Annuity Fund (MI) $100M · 20,434
- IBEW AFL-CIO Local Union 743 NECA Penn-Del-Jersey Chapter Reading Division Retirement Plan (PA) $100M · 554
Similar participant headcount
Nearest other-state filings by covered participants (3,763 participants); asset peers above are excluded.
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) 3,756 · 7 off
- Pipe Fitters Local Union #211 Defined Contribution Retirement Plan (TX) 3,698 · 65 off
- Central Pennsylvania Teamsters Retirement Income Plan 1987 (PA) 3,634 · 129 off
- NECA-IBEW Pension Benefit Trust Fund (MO) 3,894 · 131 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.