Profit Sharing · DOL Form 5500 · 2022
Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 Profit Sharing Plan
Data updated 2026-08-11
- $162M
- Total assets
- 601
- Participants
- 95th
- Percentile by assets
- $268,746
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $162M
- total plan assets (2022 EOY)
- 601
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $268,746
- avg assets per participant
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 vs the 2022 asset distribution
By assets, IBEW-NECA Retirement Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $201M |
|---|---|
| Net Assets (End of Year) | $161M |
| Net Income | -$40M |
| Employer EIN | 431188395 |
| Plan Effective Date | 1980-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees IBEW-NECA Retirement Plan Local Union 257)
| 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
- Boilermakers National Annuity Trust $1.2B · 18,584
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $490M · 4,856
- I. B. E. W. Local Union No. 124 Annuity Plan $328M · 3,250
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $325M · 3,378
- Iron Workers St. Louis District Council Annuity Trust Fund $302M · 6,869
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to IBEW-NECA Retirement Plan by total assets, not by location.
- Management & Training Corporation Retirement Plan (UT) $163M · 5,762
- Westchester Heavy Construction Laborers Local 60 Annuity Fund (NY) $160M · 1,130
- Methodist Hospital of Southern California Retirement Savings (CA) $163M · 1,470
- Roberts Oxygen Company, Inc. Profit Sharing Plan (MD) $164M · 417
Frequently Asked Questions
How did IBEW-NECA Retirement Plan assets move in 2022? ▼
How have Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 plan assets changed over time? ▼
Where does IBEW-NECA Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to IBEW-NECA Retirement Plan? ▼
Next read for IBEW-NECA Retirement Plan
Scale reading
Ways to act on IBEW-NECA Retirement Plan's numbers.
- By total assets, IBEW-NECA Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Missouri. Compare plans
- Bd of Trustees IBEW-NECA Retirement Plan Local Union 257's sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Construction plans