Money Purchase · DOL Form 5500 · 2022
Board of Trustees, Southern California IBEW-NECA Money Purchase Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 25,395
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $43,039
- Avg per participant Low balance/head
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.
- #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.
- #9,828
- in Construction (9,927 peers)
- +3.7%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Southern California IBEW-NECA Defined Contribution Plan's outsized position by total assets
Southern California IBEW-NECA Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,092,980,707 Top 1% higher than 99% 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
Southern California IBEW-NECA Defined Contribution Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern California IBEW-NECA Defined Contribution Plan is a mega filing (25,395 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 950079082 · Board of Trustees, Southern California IBEW-NECA PY 2022 · Money Purchase
Southern California IBEW-NECA Defined Contribution Plan · $1.1B · 25,395 · 99th
- VS-ST $1.1B
- BOY 25,395
- SCH 99th
- EBSA Money Purchase
- PART near Iron Workers Locals 40,361, & 417 Annuity Fund
- TYPE ind #9828
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 California →
Southern California IBEW-NECA Defined Contribution Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, Southern California IBEW-NECA plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 17.500938834046593% vs 2022
- 2024 filing year
| 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.
- 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)
Southern California IBEW-NECA Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Iron Workers Locals 40,361, & 417 Annuity Fund in NY ($1.1B); by covered participants it is International Brotherhood of Trade Unions Local 713 Annuity Fund in NY (24,237 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
Similar participant headcount
Nearest other-state filings by covered participants (25,395 participants); asset peers above are excluded.
- International Brotherhood of Trade Unions Local 713 Annuity Fund (NY) 24,237 · 1,158 off
- International Brotherhood of Electrical Workers District No.9 Pension Plan (OR) 27,536 · 2,141 off
- Michigan Laborers' Annuity Fund (MI) 20,434 · 4,961 off
- Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan (MI) 30,438 · 5,043 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.