ESOP
2022 plan-year ESOP DOL Form 5500

NECA-IBEW Pension Benefit Trust Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of the NECA-IBEW Pension Benefit Trust Fund · Missouri · Construction

What the 2023 filing shows

NECA-IBEW Pension Benefit Trust Fund holds $817M for 3,894 participants — about $209,731 per participant, down 7.6% over the 2022 plan year.

$817M
total plan assets (2022 EOY)
3,894
covered participants
$209,731
avg assets per participant
-7.6%
assets change YoY

The plan reported a net loss of $67M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$817M
Participants
3,894
State
Industry
Construction

What the Filing Says About NECA-IBEW Pension Benefit Trust Fund

NECA-IBEW Pension Benefit Trust Fund is a ESOP retirement plan sponsored by Board of Trustees of the NECA-IBEW Pension Benefit Trust Fund, headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports $817M in total end-of-year assets and covers 3,894 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 436184756, and the plan has been effective since 1972-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $884M at the beginning of 2022 to $817M at year-end — a decline of 7.6%. Net assets (after liabilities) closed the year at $816M, with reported net income of $-67,280,782 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$884M
Total Assets (End of Year)$817M
Net Assets (End of Year)$816M
Net Income$-67,280,782
Plan TypeESOP
Employer EIN436184756
Plan Effective Date1972-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the NECA-IBEW Pension Benefit Trust Fund)

Year Plans Participants Total Assets
2022 1 3,894 $817M
2023 1 3,999 $917M
2024 1 4,119 $1.0B

Nearby ESOP Plans in Missouri

Peer ESOP plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the NECA-IBEW Pension Benefit Trust Fund?
As of the 2022 Form 5500 filing, NECA-IBEW Pension Benefit Trust Fund holds $817M in total assets with 3,894 participants. It is sponsored by Board of Trustees of the NECA-IBEW Pension Benefit Trust Fund.
What type of plan is NECA-IBEW Pension Benefit Trust Fund?
NECA-IBEW Pension Benefit Trust Fund is a ESOP plan. It has been effective since 1972-08-01. The plan is filed with the U.S. Department of Labor under EIN 436184756.
Who sponsors the NECA-IBEW Pension Benefit Trust Fund?
NECA-IBEW Pension Benefit Trust Fund is sponsored by Board of Trustees of the NECA-IBEW Pension Benefit Trust Fund, located in Missouri. The sponsor's EIN is 436184756 and the plan operates in the Construction industry.
How did NECA-IBEW Pension Benefit Trust Fund perform in 2022?
NECA-IBEW Pension Benefit Trust Fund declined by 7.6% during 2022, moving from $884M to $817M in total assets. Net income was $-67,280,782.
Where can I find official filings for NECA-IBEW Pension Benefit Trust Fund?
Official Form 5500 filings for NECA-IBEW Pension Benefit Trust Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 436184756 or plan name at efast.dol.gov.
How does NECA-IBEW Pension Benefit Trust Fund compare to other plans?
You can compare NECA-IBEW Pension Benefit Trust Fund against other ESOP plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 436184756.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.