Money Purchase · DOL Form 5500 · 2022

Orange County IBEW-NECA Board of Trustees Money Purchase Plan

Data updated 2026-08-06

$262M
Total assets
5,470
Participants
96th
Percentile by assets
$47,870
Avg per participant
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Official DOL plan name: Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan · Sponsored by Orange County IBEW-NECA Board of Trustees · California · Construction

$262M in assets, 5,470 participants

Orange County IBEW-NECA Board of Trustees's Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan reported $262M in total assets and 5,470 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 139,258 plans)
  • #9,532 in Construction (9,938 peers)

Coverage in California

Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan covers 5,470 participants in California, 8.6x the typical California plan (state average ~637 per filing). Assets: $262M.

$262M
total plan assets (2022 EOY)
5,470
covered participants
96th
percentile by assets (of 139,258 plans)
$47,870
avg assets per participant
State
Industry

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan reports 5,470 participants - 8.6x that state average ($262M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$229M
Net Assets (End of Year)$262M
Net Income$33M
Employer EIN760759816
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orange County IBEW-NECA Board of Trustees)

$240M$260M$280M$300M$320M 20222023 $262M $301M ▲ +15.1%
Total plan assets by year, all Orange County IBEW-NECA Board of Trustees plans on file
Year Plans Participants Total Assets
2022 1 5,470 $262M
2023 1 5,550 $301M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants Orange County IBEW-N…The Permanente Contr…Kaiser Permanente Su…University of Southe…Carpenters Annuity T…Directors Guild of A…
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan assets move in 2022?
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan grew at a solid clip - up 14.6% during 2022, from $229M to $262M. Reported net income was $33M.
How have Orange County IBEW-NECA Board of Trustees plan assets changed over time?
Across 2 plan years on file (2022-2023), Orange County IBEW-NECA Board of Trustees's sponsor-wide assets grew 15.1%, from $262M to $301M.
Where does Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan rank by assets among Form 5500 filers?
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan ranks in the 96th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Plumbers Union Local No 12 Annuity Plan in MA ($261M, 2,555 participants).

Next read for Orange County IBEW-NECA Electrical Worke…

Filing takeaways

Ways to act on Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan's numbers.

  • By total assets, Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
  • Orange County IBEW-NECA Board of Trustees's sponsor-wide assets have grown 15.1% since 2022 across 2 plan years on file. More Construction plans