Money Purchase · DOL Form 5500 · 2022
Orange County IBEW-NECA Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $262M
- Total assets Near avg plan size
- 5,470
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $47,870
- Avg per participant Low balance/head
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.
- #9,521 in Construction (9,927 peers)
Coverage in California
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan covers 5,470 participants in California, 8.7x the typical California plan (state average ~630 per filing). Assets: $262M.
- #9,521
- in Construction (9,927 peers)
- +14.6%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan's outsized position by total assets
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$261,850,735 Top 4% higher than 96% 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
Orange County IBEW-NECA Electrical Workers Defined Contribution 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. Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan lands in the large band (5,470 participants).
Form 5500 schedule snapshot
Filing strip 760759816 · Orange County IBEW-NECA Board of Trustees PY 2022 · Money Purchase
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan · $262M · 5,470 · 96th
- VS-ST $262M
- BOY 5,470
- SCH 96th
- EBSA Money Purchase
- PART near Plumbers Union Local No 12 Annuity Plan
- TYPE ind #9521
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 →
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $229M |
|---|---|
| Net Assets (End of Year) | $262M |
| Net Income | $33M |
| Employer EIN | 760759816 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orange County IBEW-NECA Board of Trustees)
Sponsor-wide plan assets over time
All Orange County IBEW-NECA Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $335M 28.10631484383651% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,470 | $262M |
| 2023 | 1 | 5,550 | $301M |
| 2024 | 1 | 4,246 | $335M |
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 Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan reports $262M in end-of-year assets across 5,470 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $47,870 per participant (35% of the national average assets-per-participant) . Net income for plan year 2022 was $33M.
This plan identity (EIN 760759816, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $262M to $335M (+28.1%) while covered participants moved from 5,470 to 4,246 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,470 | $262M | This page |
| 2023 | 5,550 | $301M | Open filing |
| 2024 · index core | 4,246 | $335M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan (Money Purchase, $335M, 4,246 participants)
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Plumbers Union Local No 12 Annuity Plan in MA ($261M); by covered participants it is Local 68 Engineers Union Annuity Plan in NJ (5,455 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($262M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,470 participants); asset peers above are excluded.
- Local 68 Engineers Union Annuity Plan (NJ) 5,455 · 15 off
- Excavators Union Local 731 Annuity Fund (NY) 5,574 · 104 off
- Virginia Mason Medical Center Retirement Plan (WA) 5,662 · 192 off
- 112/73 Retirement Plan NECA-IBEW (WA) 5,681 · 211 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.