Other
2022 plan-year Other DOL Form 5500

Southern California IBEW-NECA Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, Southern California IBEW-NECA · California · Construction

What the 2023 filing shows

Southern California IBEW-NECA Pension Plan holds $1.4B for 8,483 participants — about $168,684 per participant, up 5.5% over the 2022 plan year.

$1.4B
total plan assets (2022 EOY)
8,483
covered participants
$168,684
avg assets per participant
+5.5%
assets growth YoY
Total Assets (2023)
$1.4B
Participants
8,483
State
Industry
Construction

What the Filing Says About Southern California IBEW-NECA Pension Plan

Southern California IBEW-NECA Pension Plan is a Other retirement plan sponsored by Board of Trustees, Southern California IBEW-NECA, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $1.4B in total end-of-year assets and covers 8,483 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 956392774, and the plan has been effective since 1964-07-06. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.4B at the beginning of 2022 to $1.4B at year-end — a gain of 5.5%. Net assets (after liabilities) closed the year at $1.4B, with reported net income of $75M 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)$1.4B
Net Assets (End of Year)$1.4B
Net Income$75M
Plan TypeOther
Employer EIN956392774
Plan Effective Date1964-07-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Southern California IBEW-NECA)

Year Plans Participants Total Assets
2022 1 8,483 $1.4B
2023 1 8,531 $1.5B

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Southern California IBEW-NECA Pension Plan?
As of the 2022 Form 5500 filing, Southern California IBEW-NECA Pension Plan holds $1.4B in total assets with 8,483 participants. It is sponsored by Board of Trustees, Southern California IBEW-NECA.
What type of plan is Southern California IBEW-NECA Pension Plan?
Southern California IBEW-NECA Pension Plan is a Other plan. It has been effective since 1964-07-06. The plan is filed with the U.S. Department of Labor under EIN 956392774.
Who sponsors the Southern California IBEW-NECA Pension Plan?
Southern California IBEW-NECA Pension Plan is sponsored by Board of Trustees, Southern California IBEW-NECA, located in California. The sponsor's EIN is 956392774 and the plan operates in the Construction industry.
How did Southern California IBEW-NECA Pension Plan perform in 2022?
Southern California IBEW-NECA Pension Plan grew by 5.5% during 2022, moving from $1.4B to $1.4B in total assets. Net income was $75M.
Where can I find official filings for Southern California IBEW-NECA Pension Plan?
Official Form 5500 filings for Southern California IBEW-NECA Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 956392774 or plan name at efast.dol.gov.
How does Southern California IBEW-NECA Pension Plan compare to other plans?
You can compare Southern California IBEW-NECA Pension Plan against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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 956392774.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.