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.
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 Type | ESOP |
| Employer EIN | 436184756 |
| Plan Effective Date | 1972-08-01 |
| Filing Status | FILING 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.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.7B · 8,553
- Local No. 1 IBEW Pension Benefit Trust Fund $1.7B · 4,647
- Hntb Ownership Plan $1.7B · 5,534
- NECA-IBEW Pension Benefit Trust Fund $917M · 3,999
- Saint Francis Medical Center Tax Deferred Annuity Plan $219M · 3,977
Related Data
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Frequently Asked Questions
How much money is in the NECA-IBEW Pension Benefit Trust Fund? ▼
What type of plan is NECA-IBEW Pension Benefit Trust Fund? ▼
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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.
Read our methodology — how this data is sourced, computed, and verified.