Money Purchase · DOL Form 5500 · 2022
New England Electrical Workers Money Purchase Plan and Trust Money Purchase Plan
Data updated 2026-08-11
- $608M
- Total assets
- 7,904
- Participants
- 98th
- Percentile by assets
- $76,860
- Avg per participant
Official DOL plan name: New England Electrical Workers Money Purchase Plan and Trust · Sponsored by New England Electrical Workers Money Purchase Plan and Trust · Connecticut · Construction
$608M in assets, 7,904 participants
New England Electrical Workers Money Purchase Plan and Trust's New England Electrical Workers Money Purchase Plan and Trust reported $608M in total assets and 7,904 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #9,752 in Construction (9,927 peers)
Coverage in Connecticut
New England Electrical Workers Money Purchase Plan and Trust covers 7,904 participants in Connecticut, 11x the typical Connecticut plan (state average ~718 per filing). Assets: $608M.
- $608M
- total plan assets (2022 EOY)
- 7,904
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $76,860
- avg assets per participant
The plan reported a net loss of $51M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. New England Electrical Workers Money Purchase Plan and Trust reports 7,904 participants - 11x that state average ($608M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $655M |
|---|---|
| Net Assets (End of Year) | $603M |
| Net Income | -$51M |
| Employer EIN | 060962207 |
| Plan Effective Date | 1976-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New England Electrical Workers Money Purchase Plan and Trust)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,904 | $608M |
| 2023 | 1 | 8,403 | $746M |
| 2024 | 1 | 9,637 | $870M |
Nearby Money Purchase Plans in Connecticut
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
New England Electrical Workers Money Purchase Plan and Trust vs. nearby Money Purchase plans in Connecticut, assets vs. participants
- Equinor US Holdings Inc. Money Purchase Pension Plan $142M · 593
- Southern Ct IBEW Annuity Plan $71M · 479
- Money Purchase Retirement Plan of U.a. Local 716 $32M · 460
- Swisher International Inc. Defined Contribution Plan for Salaried Employees $17M · 462
- Church Homes, Inc., Congregational Defined Contribution Retirement Plan $13M · 187
Scale composition for New England Electrical Workers Money Purchase Plan and Trust
New England Electrical Workers Money Purchase Plan and Trust reports $608M in end-of-year assets across 7,904 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $76,860 per participant (56% of the national average assets-per-participant) . Net income for plan year 2022 was -$51M.
This plan identity (EIN 060962207, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $608M to $870M (+43.3%) while covered participants moved from 7,904 to 9,637 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,904 | $608M | This page |
| 2023 | 8,403 | $746M | Open filing |
| 2024 · index core | 9,637 | $870M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- New England Electrical Workers Money Purchase Plan and Trust (Money Purchase, $870M, 9,637 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to New England Electrical Workers Money Purchase Plan and Trust by total assets, not by location.
- NECA-IBEW Local 176 Pension Trust Fund (IL) $616M · 2,741
- Nysa-Ila Money Purchase Pension Fund and Plan (NJ) $659M · 4,255
- Saint Louis University Retirement Plan (MO) $659M · 2,110
- Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan (MA) $662M · 3,123
Frequently Asked Questions
How did New England Electrical Workers Money Purchase Plan and Trust assets move in 2022? ▼
How have New England Electrical Workers Money Purchase Plan and Trust plan assets changed over time? ▼
Where does New England Electrical Workers Money Purchase Plan and Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to New England Electrical Workers Money Purchase Plan and Trust? ▼
Next read for New England Electrical Workers Money Pur…
Filing takeaways
Ways to act on New England Electrical Workers Money Purchase Plan and Trust's numbers.
- By total assets, New England Electrical Workers Money Purchase Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Connecticut. Compare plans
- New England Electrical Workers Money Purchase Plan and Trust's sponsor-wide assets have grown 43.3% since 2022 across 3 plan years on file. More Construction plans