NECA-IBEW PENSION TRUST FUND
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
NECA-IBEW PENSION TRUST FUND
This Defined Benefit (Pension) plan holds $1.3B in total assets and serves 5,701 participants as of 2022. It is sponsored by NECA-IBEW PENSION TRUST FUND in Illinois. The plan reported a net loss of $53M for the year.
What the Filing Says About NECA-IBEW PENSION TRUST FUND
NECA-IBEW PENSION TRUST FUND is a Defined Benefit (Pension) retirement plan sponsored by NECA-IBEW PENSION TRUST FUND, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $1.3B in total end-of-year assets and covers 5,701 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 516029903, and the plan has been effective since 1971-06-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $1.4B at the beginning of 2022 to $1.3B at year-end — a decline of 3.7%. Net assets (after liabilities) closed the year at $1.3B, with reported net income of $-52,724,961 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 1 prior plan-year filing 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) | $1.4B |
| Total Assets (End of Year) | $1.3B |
| Net Assets (End of Year) | $1.3B |
| Net Income | $-52,724,961 |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 516029903 |
| Plan Effective Date | 1971-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (NECA-IBEW PENSION TRUST FUND)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,701 | $1.3B |
| 2023 | 1 | 5,763 | $1.5B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES $35.2B · 45,001
- JOHN DEERE PENSION PLAN FOR SALARIED EMPLOYEES $8.0B · 16,346
- ABBOTT LABORATORIES ANNUITY RETIREMENT PLAN $7.8B · 17,382
- EXELON CORPORATION RETIREMENT PROGRAM $6.4B · 9,116
- ABBVIE PENSION PLAN $4.4B · 14,619
Related Data
Guides
Frequently Asked Questions
How much money is in the NECA-IBEW PENSION TRUST FUND? ▼
What type of plan is NECA-IBEW PENSION TRUST FUND? ▼
Who sponsors the NECA-IBEW PENSION TRUST FUND? ▼
How did NECA-IBEW PENSION TRUST FUND perform in 2022? ▼
Where can I find official filings for NECA-IBEW PENSION TRUST FUND? ▼
How does NECA-IBEW PENSION TRUST FUND compare to other plans? ▼
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 516029903.
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.