Money Purchase · DOL Form 5500 · 2022
Orange County IBEW-NECA Board of Trustees Money Purchase Plan
Data updated 2026-08-11
- $262M
- Total assets
- 5,470
- Participants
- 96th
- Percentile by assets
- $47,870
- Avg per participant
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 139,126 plans)
- #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.
- $262M
- total plan assets (2022 EOY)
- 5,470
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $47,870
- avg assets per participant
Where Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan sits 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
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan reports 5,470 participants - 8.7x 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 EIN | 760759816 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orange County IBEW-NECA Board of Trustees)
| 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.
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
- 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)
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? ▼
How have Orange County IBEW-NECA Board of Trustees plan assets changed over time? ▼
Where does Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan? ▼
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 28.1% since 2022 across 3 plan years on file. More Construction plans