Money Purchase · DOL Form 5500 · 2022
New England Electrical Workers Money Purchase Plan and Trust Money Purchase Plan
Data updated 2026-08-25
- $608M
- Total assets Above avg plan size
- 7,904
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $76,860
- Avg per participant Below avg balance/head
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.
- #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.
- #9,752
- in Construction (9,927 peers)
- -7.2%
- assets change YoY
- 6.1×
- vs typical plan assets (national mean)
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.
New England Electrical Workers Money Purchase Plan and Trust's outsized position by total assets
New England Electrical Workers Money Purchase Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$607,503,917 Top 2% higher than 98% 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
New England Electrical Workers Money Purchase Plan and Trust'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. New England Electrical Workers Money Purchase Plan and Trust lands in the large band (7,904 participants).
EBSA filing schedule strip
Filing strip 060962207 · New England Electrical Workers Money Purchase Plan and Trust PY 2022 · Money Purchase
New England Electrical Workers Money Purchase Plan and Trust · $608M · 7,904 · 98th
- PART $608M
- PART 7,904
- PART 98th
- PART Money Purchase
- PART near NECA-IBEW Local 176 Pension Trust Fund
- PART ind #9752
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 Connecticut →
New England Electrical Workers Money Purchase Plan and Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All New England Electrical Workers Money Purchase Plan and Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $870M 43.26538836127373% vs 2022
- 2024 filing year
| 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.
- 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)
New England Electrical Workers Money Purchase Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Connecticut, the nearest Money Purchase by assets is NECA-IBEW Local 176 Pension Trust Fund in IL ($616M); by covered participants it is Seafarers Money Purchase Pension Plan in MD (7,557 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($608M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (7,904 participants); asset peers above are excluded.
- Seafarers Money Purchase Pension Plan (MD) 7,557 · 347 off
- Employees Retirement Plan of Marshfield Clinic (WI) 8,253 · 349 off
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. (MA) 8,275 · 371 off
- South Central Annuity Fund (TX) 8,341 · 437 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.