Profit Sharing · DOL Form 5500 · 2022

Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 Profit Sharing Plan

Data updated 2026-08-25

$162M
Total assets Near avg plan size
601
Participants Below avg headcount
95th
Percentile by assets National rank
$268,746
Avg per participant High balance/head
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Official DOL plan name: IBEW-NECA Retirement Plan · Sponsored by Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 · Missouri · Construction

$162M in assets, 601 participants

Bd of Trustees IBEW-NECA Retirement Plan Local Union 257's IBEW-NECA Retirement Plan reported $162M in total assets and 601 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.

  • #9,323 in Construction (9,927 peers)

Where IBEW-NECA Retirement Plan sits by assets

IBEW-NECA Retirement Plan sits in the top 5% of all filed plans by assets, $162M for 601 participants (~$268,746/participant), down 19.7% in 2022.

#9,323
in Construction (9,927 peers)
-19.7%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

IBEW-NECA Retirement Plan's outsized position by total assets

IBEW-NECA Retirement Plan vs every filed plan by assets

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

$161,516,611 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-NECA Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW-NECA Retirement Plan sits mid-pack in the medium band (601 participants).

Published 5500 schedule card

Filing strip 431188395 · Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 PY 2022 · Profit Sharing

IBEW-NECA Retirement Plan · $162M · 601 · 95th

  • ASSETS $162M
  • ASSETS 601
  • ASSETS 95th
  • ASSETS Profit Sharing
  • ASSETS near Management & Training Corporation Retirement Plan
  • ASSETS ind #9323

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 Missouri →

IBEW-NECA Retirement Plan in the asset neighbourhood

Roberts Oxygen Company, Inc. Profit Sharing PlanRoberts Oxygen Company, Inc.…$164MMethodist Hospital of Southern California Retirement SavingsMethodist Hospital of Southe…$163MManagement & Training Corporation Retirement PlanManagement & Training Corpor…$163MIBEW-NECA Retirement Plan$162MWestchester Heavy Construction Laborers Local 60 Annuity FundWestchester Heavy Constructi…$160M
End-of-year total assets ($M) among IBEW-NECA Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$201M
Net Assets (End of Year)$161M
Net Income-$40M
Employer EIN431188395
Plan Effective Date1980-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees IBEW-NECA Retirement Plan Local Union 257)

Sponsor-wide plan assets over time

All Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 plans reported in each filing year

Latest sponsor-wide plan assets
$213M 32.12181067865521% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $162M $213M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 601 $162M
2023 1 693 $192M
2024 1 632 $213M

Nearby Profit Sharing Plans in Missouri

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

IBEW-NECA Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 00.511.5 Total assets ($B) Participants IBEW-NECA Retirement Plan, Total assets ($B): 0.161516611 · Participants: 601IBEW-NECA Retirement PlanBoilermakers National Annuity Trust, Total assets ($B): 1.171247772 · Participants: 18584Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.48981045 · Participants: 4856Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.I. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.3278638 · Participants: 3250I. B. E. W. Local Union No. 124 Annuity PlanPlumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.325358764 · Participants: 3378Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.301652557 · Participants: 6869Iron Workers St. Louis District Council Annuity Trust Fund
IBEW-NECA Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare IBEW-NECA Retirement Plan side-by-side with 3 peers →

IBEW-NECA Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Management & Training Corporation Retirement Plan in UT ($163M); by covered participants it is Spectrum Community Services 403(b) Plan in MI (603 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (601 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 IBEW-NECA Retirement Plan assets move in 2022? ▼
IBEW-NECA Retirement Plan declined sharply - down 19.7% during 2022, from $201M to $162M. Reported net income was -$40M.
How have Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees IBEW-NECA Retirement Plan Local Union 257's sponsor-wide assets grew 32.1%, from $162M to $213M.
Where does IBEW-NECA Retirement Plan rank by assets among Form 5500 filers? ▼
IBEW-NECA Retirement 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 Profit Sharing plans are similar in size to IBEW-NECA Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Management & Training Corporation Retirement Plan in UT ($163M, 5,762 participants).
Which Profit Sharing plans cover a similar participant headcount to IBEW-NECA Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Spectrum Community Services 403(b) Plan in MI (603 participants, $3M 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 431188395.

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.