Money Purchase · DOL Form 5500 · 2023

Southeastern Michigan Chapter,NECA Inc. Money Purchase Plan

Data updated 2026-08-25

$712K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$178,052
Avg per participant Above avg balance/head
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Official DOL plan name: Southeastern Michigan Chapter, NECA Inc Pension Plan · Sponsored by Southeastern Michigan Chapter,NECA Inc. · Michigan · Other Services

$712K in assets, 4 participants

Southeastern Michigan Chapter,NECA Inc.'s Southeastern Michigan Chapter, NECA Inc Pension Plan reported $712K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,436 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Southeastern Michigan Chapter, NECA Inc Pension Plan ranks #3,436 of 7,857 2023 filers by assets (2818% of the sector average)-$712K for 4 participants.

#3,436
in Other Services (7,857 peers)
+35.0%
assets growth YoY

Southeastern Michigan Chapter, NECA Inc Pension Plan among the smaller filed plans by assets

Southeastern Michigan Chapter, NECA Inc Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$712,209 21st percentile higher than 21% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Southeastern Michigan Chapter, NECA Inc Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southeastern Michigan Chapter, NECA Inc Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southeastern Michigan Chapter, NECA Inc Pension Plan reported net income rose from -$755K in the plan year 2022 filing to $185K in the plan year 2023 filing.
  • Southeastern Michigan Chapter, NECA Inc Pension Plan end-of-year assets rose from $527K in the plan year 2022 filing to $712K in the plan year 2023 filing.
  • Southeastern Michigan Chapter, NECA Inc Pension Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 386095109 · Southeastern Michigan Chapter,NECA Inc. PY 2023 · Money Purchase

Southeastern Michigan Chapter, NECA Inc Pension Plan · $712K · 4 · 21st

  • NET $712K
  • NET 4
  • NET 21st
  • NET Money Purchase
  • NET near Cardiovascular Medicine Services, Psc Retirement Plan
  • NET ind #3436

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 Other Services retirement plans → · Plans in Michigan →

Southeastern Michigan Chapter, NECA Inc Pension Plan in the asset neighbourhood

Douglas a. Green & Associates, Inc. Money Purchase Plan & TrustDouglas a. Green & Associate…$716KSoutheastern Michigan Chapter, NECA Inc Pension PlanSoutheastern Michigan Chapte…$712KCardiovascular Medicine Services, Psc Retirement PlanCardiovascular Medicine Serv…$712KTriformis Inc. Money Purchase Pension PlanTriformis Inc. Money Purchas…$707KCity of Crescent City Money Purchase Pension Plan and TrustCity of Crescent City Money …$703K
End-of-year total assets ($M) among Southeastern Michigan Chapter, NECA Inc Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$527K
Net Assets (End of Year)$712K
Net Income$185K
Employer EIN386095109
Plan Effective Date1995-12-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeastern Michigan Chapter,NECA Inc.)

Sponsor-wide plan assets over time

All Southeastern Michigan Chapter,NECA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$399K 24.307156725926827% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.53M $0.4M ▼ -24.5%
Year Plans Participants Total Assets
2022 1 5 $527K
2023 1 4 $712K
2024 1 4 $399K

Nearby Money Purchase Plans in Michigan

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

Southeastern Michigan Chapter, NECA Inc Pension Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.5 Total assets ($B) Participants Southeastern Michigan Chapter, NECA Inc Pension Plan, Total assets ($B): 0.000712209 · Participants: 4Southeastern Michigan Chapter, NECA Inc Pension PlanCentral Midwest Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($B): 1.421429732 · Participants: 31968Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($B): 0.50045968 · Participants: 17454Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($B): 0.305771293 · Participants: 2267Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($B): 0.236635964 · Participants: 7464Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($B): 0.226480347 · Participants: 1081P & M Holding Group, LLP & Affiliated Entities Pension Plan
Southeastern Michigan Chapter, NECA Inc Pension Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants

Southeastern Michigan Chapter, NECA Inc Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Cardiovascular Medicine Services, Psc Retirement Plan in PR ($712K); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southeastern Michigan Chapter, NECA Inc Pension Plan assets move in 2023?
Southeastern Michigan Chapter, NECA Inc Pension Plan surged - up 35.0% during 2023, from $527K to $712K. Reported net income was $185K.
How have Southeastern Michigan Chapter,NECA Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Southeastern Michigan Chapter,NECA Inc.'s sponsor-wide assets declined 24.3%, from $527K to $399K.
Where does Southeastern Michigan Chapter, NECA Inc Pension Plan rank by assets among Form 5500 filers?
Southeastern Michigan Chapter, NECA Inc Pension Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Southeastern Michigan Chapter, NECA Inc Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Cardiovascular Medicine Services, Psc Retirement Plan in PR ($712K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Southeastern Michigan Chapter, NECA Inc Pension Plan?
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K in assets).