Money Purchase · DOL Form 5500 · 2022
Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund Money Purchase Plan
Data updated 2026-08-25
- $418M
- Total assets Above avg plan size
- 320
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: NECA-IBEW Local 364 Defined Contribution Plan · Sponsored by Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund · Illinois · Construction
$418M in assets, 320 participants
Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund's NECA-IBEW Local 364 Defined Contribution Plan reported $418M in total assets and 320 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.
- #9,655 in Construction (9,927 peers)
Coverage in Illinois
NECA-IBEW Local 364 Defined Contribution Plan covers 320 participants in Illinois, about 41% of the average Illinois filer (state average ~779 per filing). Assets: $418M.
- #9,655
- in Construction (9,927 peers)
- +3.2%
- assets growth YoY
- 4.2×
- vs typical plan assets (national mean)
NECA-IBEW Local 364 Defined Contribution Plan's outsized position by total assets
NECA-IBEW Local 364 Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$417,547,857 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
NECA-IBEW Local 364 Defined Contribution 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. NECA-IBEW Local 364 Defined Contribution Plan sits mid-pack in the medium band (320 participants).
Published 5500 schedule card
Filing strip 363306560 · Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund PY 2022 · Money Purchase
NECA-IBEW Local 364 Defined Contribution Plan · $418M · 320 · 98th
- VS-ST $418M
- VS-ST 320
- VS-ST 98th
- VS-ST Money Purchase
- VS-ST near Baker & Hostetler LLP Basic/Step-Rate Retirement Plan
- VS-ST ind #9655
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 Illinois →
NECA-IBEW Local 364 Defined Contribution Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $405M |
|---|---|
| Net Assets (End of Year) | $412M |
| Net Income | $12M |
| Employer EIN | 363306560 |
| Plan Effective Date | 1984-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund)
Sponsor-wide plan assets over time
All Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $489M 17.204994300808973% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 320 | $418M |
| 2023 | 1 | 763 | $468M |
| 2024 | 1 | 944 | $489M |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Fermi Research Alliance, LLC $669M · 1,625
- NECA-IBEW Local 176 Pension Trust Fund $616M · 2,741
- Smart Local 265 Supplemental Retirement Savings Plan $302M · 2,526
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $173M · 1,223
- Sheet Metal Workers Local 219 Retirement Savings Fund $158M · 839
NECA-IBEW Local 364 Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Baker & Hostetler LLP Basic/Step-Rate Retirement Plan in OH ($415M); by covered participants it is United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan in NY (319 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($418M here).
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan (OH) $415M · 1,076
- Telephone and Data Systems, Inc. Pension Plan (WI) $414M · 5,694
- Kaiser Permanente Washington Defined Contribution Plan (CA) $422M · 7,075
- Pension Trust Fund for Operating Engineers Annuity Plan (CA) $405M · 21,455
Similar participant headcount
Nearest other-state filings by covered participants (320 participants); asset peers above are excluded.
- United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan (NY) 319 · 1 off
- Cambridge University Press Retirement Plan (NY) 322 · 2 off
- Plumbers & Steamfitters Local Union 52 Defined Con Plan (AL) 318 · 2 off
- Au Medical Associates Employees' Money Purchase Pension Plan (GA) 323 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.