Money Purchase · DOL Form 5500 · 2022

IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee Money Purchase Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
229
Participants Below avg headcount
88th
Percentile by assets National rank
$208,272
Avg per participant Above avg balance/head
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Official DOL plan name: IBEW Local 13 Retirement Plan · Sponsored by IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee · Iowa · Construction

$48M in assets, 229 participants

IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee's IBEW Local 13 Retirement Plan reported $48M in total assets and 229 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #8,534 in Construction (9,927 peers)

Coverage in Iowa

IBEW Local 13 Retirement Plan covers 229 participants in Iowa, about 38% of the average Iowa filer (state average ~609 per filing). Assets: $48M.

#8,534
in Construction (9,927 peers)
-2.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

IBEW Local 13 Retirement Plan's outsized position by total assets

IBEW Local 13 Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$47,694,357 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

IBEW Local 13 Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW Local 13 Retirement Plan sits mid-pack in the medium band (229 participants).

EBSA filing schedule strip

Filing strip 421123177 · IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee PY 2022 · Money Purchase

IBEW Local 13 Retirement Plan · $48M · 229 · 88th

  • BOY $48M
  • BOY 229
  • BOY 88th
  • BOY Money Purchase
  • BOY near Dialysis Clinic, Inc. Retirement Plan
  • BOY ind #8534

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 Iowa →

IBEW Local 13 Retirement Plan in the asset neighbourhood

Reit Management Corp. Pension PlanReit Management Corp. Pensio…$48MKalamazoo County Sheriff's Deputies Association Money Purchase Pension PlanKalamazoo County Sheriff's D…$48MIBEW Local 13 Retirement Plan$48MDialysis Clinic, Inc. Retirement PlanDialysis Clinic, Inc. Retire…$48MIron Workers Local Union No. 92 Money Purchase Pension PlanIron Workers Local Union No.…$48M
End-of-year total assets ($M) among IBEW Local 13 Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$48M
Net Income-$1M
Employer EIN421123177
Plan Effective Date1979-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee)

Sponsor-wide plan assets over time

All IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee plans reported in each filing year

Latest sponsor-wide plan assets
$60M 24.80107237843672% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.7M $59.5M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 229 $48M
2023 1 234 $53M
2024 1 270 $60M

Nearby Money Purchase Plans in Iowa

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

IBEW Local 13 Retirement Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants Scatter plot of 6 data points. 02004006008001000 0204060 Total assets ($M) Participants IBEW Local 13 Retirement Plan, Total assets ($M): 47.694357 · Participants: 229IBEW Local 13 Retirement PlanIowa Builders Retirement Plan, Total assets ($M): 56.877928 · Participants: 378Iowa Builders Retirement PlanIron Workers Local No. 67 Defined Contribution Fund, Total assets ($M): 31.849812 · Participants: 839Iron Workers Local No. 67 Defined Contribution FundMorningside University Defined Contribution Retire, Total assets ($M): 20.013989 · Participants: 206Morningside University Defined Contribution RetireGrand View University Employees' Money Purchase Plan, Total assets ($M): 16.009187 · Participants: 233Grand View University Employees' Money Purchase PlanFidelity Money Purchase Plan, Total assets ($M): 8.76626 · Participants: 250Fidelity Money Purchase Plan
IBEW Local 13 Retirement Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants
Compare IBEW Local 13 Retirement Plan side-by-side with 3 peers →

IBEW Local 13 Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Iowa, the nearest Money Purchase by assets is Dialysis Clinic, Inc. Retirement Plan in TN ($48M); by covered participants it is Hamamatsu Corporation Money Purchase Plan in NJ (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did IBEW Local 13 Retirement Plan assets move in 2022? ▼
IBEW Local 13 Retirement Plan edged down modestly - down 2.1% during 2022, from $49M to $48M. Reported net income was -$1M.
How have IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee's sponsor-wide assets grew 24.8%, from $48M to $60M.
Where does IBEW Local 13 Retirement Plan rank by assets among Form 5500 filers? ▼
IBEW Local 13 Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to IBEW Local 13 Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dialysis Clinic, Inc. Retirement Plan in TN ($48M, 1,089 participants).
Which Money Purchase plans cover a similar participant headcount to IBEW Local 13 Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Hamamatsu Corporation Money Purchase Plan in NJ (229 participants, $34M in assets).

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 421123177.

Read our methodology - how this data is sourced, computed, and verified.

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