Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Southern California IBEW-NECA Pension Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 8,483
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $168,684
- Avg per participant Above avg balance/head
Official DOL plan name: Southern California IBEW-NECA Pension Plan · Sponsored by Board of Trustees, Southern California IBEW-NECA · California · Construction
$1.4B in assets, 8,483 participants
Board of Trustees, Southern California IBEW-NECA's Southern California IBEW-NECA Pension Plan reported $1.4B in total assets and 8,483 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.
- #9,862 in Construction (9,927 peers)
Coverage in California
Southern California IBEW-NECA Pension Plan covers 8,483 participants in California, 13x the typical California plan (state average ~630 per filing). Assets: $1.4B.
- #9,862
- in Construction (9,927 peers)
- +5.5%
- assets growth YoY
- 14×
- vs typical plan assets (national mean)
Southern California IBEW-NECA Pension Plan's outsized position by total assets
Southern California IBEW-NECA Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,430,947,607 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 Pension Plan's large-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 Pension Plan lands in the large band (8,483 participants).
DOL schedule card
Filing strip 956392774 · Board of Trustees, Southern California IBEW-NECA PY 2022 · Defined Benefit (Pension)
Southern California IBEW-NECA Pension Plan · $1.4B · 8,483 · 99th
- BOOK $1.4B
- BOOK 8,483
- BOOK 99th
- BOOK Defined Benefit (Pension)
- BOOK near Kohler Co. Pension Plan
- BOOK ind #9862
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 Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $75M |
| Employer EIN | 956392774 |
| Plan Effective Date | 1964-07-06 |
| 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
- $1.6B 11.752968115484608% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,483 | $1.4B |
| 2023 | 1 | 8,531 | $1.5B |
| 2024 | 1 | 8,896 | $1.6B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Scale composition for Southern California IBEW-NECA Pension Plan
Southern California IBEW-NECA Pension Plan reports $1.4B in end-of-year assets across 8,483 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $168,684 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was $75M.
This plan identity (EIN 956392774, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.6B (+11.8%) while covered participants moved from 8,483 to 8,896 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,483 | $1.4B | This page |
| 2023 | 8,531 | $1.5B | Open filing |
| 2024 · index core | 8,896 | $1.6B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Southern California IBEW-NECA Pension Plan (Defined Benefit (Pension), $1.6B, 8,896 participants)
Southern California IBEW-NECA Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Kohler Co. Pension Plan in WI ($1.4B); by covered participants it is Entergy Corporation Retirement Plan for Non-Bargaining Employees in LA (8,484 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- Kohler Co. Pension Plan (WI) $1.4B · 8,328
- Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries (NJ) $1.4B · 1,707
- Plumbers' Pension Fund, Local 130, U.a. (IL) $1.4B · 2,682
- Boy Scouts of America Mastper Pension Trust-Boy Scouts of American Retirement Plan for Employees (TX) $1.4B · 2,469
Similar participant headcount
Nearest other-state filings by covered participants (8,483 participants); asset peers above are excluded.
- Entergy Corporation Retirement Plan for Non-Bargaining Employees (LA) 8,484 · 1 off
- Retail Food Employers & Ufcw Local 711 Pension (UT) 8,484 · 1 off
- The University of Chicago Retirement Income Plan for Employees (IL) 8,512 · 29 off
- Golub Corporation Employees Retirement Plan (NY) 8,453 · 30 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.