Money Purchase · DOL Form 5500 · 2022
Board of Trustees, Southern California IBEW-NECA Money Purchase Plan
Data updated 2026-08-11
- $1.1B
- Total assets
- 25,395
- Participants
- 99th
- Percentile by assets
- $43,039
- Avg per participant
Official DOL plan name: Southern California IBEW-NECA Defined Contribution Plan · Sponsored by Board of Trustees, Southern California IBEW-NECA · California · Construction
$1.1B in assets, 25,395 participants
Board of Trustees, Southern California IBEW-NECA's Southern California IBEW-NECA Defined Contribution Plan reported $1.1B in total assets and 25,395 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #9,828 in Construction (9,927 peers)
Coverage in California
Southern California IBEW-NECA Defined Contribution Plan covers 25,395 participants in California, 40x the typical California plan (state average ~630 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2022 EOY)
- 25,395
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $43,039
- avg assets per participant
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Southern California IBEW-NECA Defined Contribution Plan reports 25,395 participants - 40x that state average ($1.1B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $61M |
| Employer EIN | 950079082 |
| Plan Effective Date | 1985-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Southern California IBEW-NECA)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25,395 | $1.1B |
| 2023 | 1 | 26,117 | $1.2B |
| 2024 | 1 | 26,682 | $1.3B |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Southern California IBEW-NECA Defined Contribution Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Scale composition for Southern California IBEW-NECA Defined Contribution Plan
Southern California IBEW-NECA Defined Contribution Plan reports $1.1B in end-of-year assets across 25,395 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.027% of 93,925,755 covered participants) - about $43,039 per participant (31% of the national average assets-per-participant) . Net income for plan year 2022 was $61M.
This plan identity (EIN 950079082, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.3B (+17.5%) while covered participants moved from 25,395 to 26,682 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 25,395 | $1.1B | This page |
| 2023 | 26,117 | $1.2B | Open filing |
| 2024 · index core | 26,682 | $1.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Southern California IBEW-NECA Defined Contribution Plan (Money Purchase, $1.3B, 26,682 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Southern California IBEW-NECA Defined Contribution Plan by total assets, not by location.
Frequently Asked Questions
How did Southern California IBEW-NECA Defined Contribution Plan assets move in 2022? ▼
How have Board of Trustees, Southern California IBEW-NECA plan assets changed over time? ▼
Where does Southern California IBEW-NECA Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Southern California IBEW-NECA Defined Contribution Plan? ▼
Next read for Southern California IBEW-NECA Defined Co…
Filing takeaways
Ways to act on Southern California IBEW-NECA Defined Contribution Plan's numbers.
- By total assets, Southern California IBEW-NECA Defined Contribution Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees, Southern California IBEW-NECA's sponsor-wide assets have grown 17.5% since 2022 across 3 plan years on file. More Construction plans