Money Purchase · DOL Form 5500 · 2022
IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee Money Purchase Plan
Data updated 2026-08-11
- $48M
- Total assets
- 229
- Participants
- 88th
- Percentile by assets
- $208,272
- Avg per participant
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.
- 88th percentile by assets (of 139,126 plans)
- #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.
- $48M
- total plan assets (2022 EOY)
- 229
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $208,272
- avg assets per participant
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.
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. IBEW Local 13 Retirement Plan reports 229 participants - about 38% of that state average ($48M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | -$1M |
| Employer EIN | 421123177 |
| Plan Effective Date | 1979-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee)
| 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
- Iowa Builders Retirement Plan $57M · 378
- Iron Workers Local No. 67 Defined Contribution Fund $32M · 839
- Morningside University Defined Contribution Retire $20M · 206
- Grand View University Employees' Money Purchase Plan $16M · 233
- Fidelity Money Purchase Plan $9M · 250
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to IBEW Local 13 Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did IBEW Local 13 Retirement Plan assets move in 2022? ▼
How have IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee plan assets changed over time? ▼
Where does IBEW Local 13 Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to IBEW Local 13 Retirement Plan? ▼
Next read for IBEW Local 13 Retirement Plan
Filing takeaways
Ways to act on IBEW Local 13 Retirement Plan's numbers.
- By total assets, IBEW Local 13 Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Iowa. Compare plans
- IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee's sponsor-wide assets have grown 24.8% since 2022 across 3 plan years on file. More Construction plans