Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Southern California IBEW-NECA Pension Plan
Data updated 2026-08-11
- $1.4B
- Total assets
- 8,483
- Participants
- 99th
- Percentile by assets
- $168,684
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.4B
- total plan assets (2022 EOY)
- 8,483
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $168,684
- 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 Pension Plan reports 8,483 participants - 13x that state average ($1.4B EOY assets).
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)
| 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.
Southern California IBEW-NECA Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Southern California IBEW-NECA Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Southern California IBEW-NECA Pension 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 Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Southern California IBEW-NECA Pension Plan? ▼
Next read for Southern California IBEW-NECA Pension Pl…
Filing takeaways
Ways to act on Southern California IBEW-NECA Pension Plan's numbers.
- By total assets, Southern California IBEW-NECA Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Board of Trustees, Southern California IBEW-NECA's sponsor-wide assets have grown 11.8% since 2022 across 3 plan years on file. More Construction plans