Money Purchase · DOL Form 5500 · 2022
B of T IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity Money Purchase Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 1,391
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $23,698
- Avg per participant Low balance/head
Official DOL plan name: IBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan · Sponsored by B of T IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity · Arizona · Construction
$33M in assets, 1,391 participants
B of T IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity's IBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan reported $33M in total assets and 1,391 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #8,213 in Construction (9,927 peers)
Coverage in Arizona
IBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan covers 1,391 participants in Arizona, 2.5x the typical Arizona plan (state average ~564 per filing). Assets: $33M.
- #8,213
- in Construction (9,927 peers)
- -13.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
IBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan's outsized position by total assets
IBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$32,963,564 Top 16% higher than 84% 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 570 & 518 and Southern Az Chap 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. IBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan lands in the large band (1,391 participants).
Plan-year Form 5500 strip
Filing strip 866089862 · B of T IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity PY 2022 · Money Purchase
IBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan · $33M · 1,391 · 84th
- EOY $33M
- EOY 1,391
- EOY 84th
- EOY Money Purchase
- EOY near Gould Investors L.P. Pension Plan
- EOY ind #8213
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 570 & 518 and Southern Az Chap NECA Annuity Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | -$5M |
| Employer EIN | 866089862 |
| Plan Effective Date | 1996-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (B of T IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity)
Sponsor-wide plan assets over time
All B of T IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $161M 22.58752191731719% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,970 | $132M |
| 2023 | 2 | 2,018 | $149M |
| 2024 | 2 | 2,064 | $161M |
Nearby Money Purchase Plans in Arizona
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan $101M · 3,763
- 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 570 & 518 and Southern Az Chap NECA Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Arizona, the nearest Money Purchase by assets is Gould Investors L.P. Pension Plan in NY ($33M); by covered participants it is Apache Corporation Money Purchase Retirement Plan in TX (1,394 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Gould Investors L.P. Pension Plan (NY) $33M · 23
- Mdrc Pension Plan (NY) $33M · 246
- Pipe Fitters Local Union #211 Defined Contribution Retirement Plan (TX) $33M · 3,698
- Union Hospital Money Purchase Retirement Plan (OH) $33M · 1,079
Similar participant headcount
Nearest other-state filings by covered participants (1,391 participants); asset peers above are excluded.
- Apache Corporation Money Purchase Retirement Plan (TX) 1,394 · 3 off
- Local 670 Annuity Fund (NY) 1,381 · 10 off
- Plumbers & Steamfitters Union Local No. 10 Individual Account Plan (TN) 1,401 · 10 off
- Aura, Inc. Money Purchase Pension Plan and Trust (DC) 1,377 · 14 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.