Other
2023 plan-year Other DOL Form 5500

IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEES

This Other plan holds $189M in total assets and serves 1,442 participants as of 2023. It is sponsored by IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEES in Nebraska. The plan reported positive net income of $22M for the year.

Total Assets (2023)
$189M
Participants
1,442
State
Industry
Construction

What the Filing Says About IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A

IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A is a Other retirement plan sponsored by IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEES, headquartered in Nebraska. As of the 2023 Form 5500 filing, the plan reports $189M in total end-of-year assets and covers 1,442 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 476061061, and the plan has been effective since 1968-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $167M at the beginning of 2023 to $189M at year-end — a gain of 13.1%. Net assets (after liabilities) closed the year at $189M, with reported net income of $22M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$167M
Total Assets (End of Year)$189M
Net Assets (End of Year)$189M
Net Income$22M
Plan TypeOther
Employer EIN476061061
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEES)

Year Plans Participants Total Assets
2022 2 4,395 $419M
2023 2 4,623 $494M
2024 2 4,643 $563M

Nearby Other Plans in Nebraska

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A?
As of the 2023 Form 5500 filing, IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A holds $189M in total assets with 1,442 participants. It is sponsored by IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEES.
What type of plan is IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A?
IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A is a Other plan. It has been effective since 1968-01-01. The plan is filed with the U.S. Department of Labor under EIN 476061061.
Who sponsors the IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A?
IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A is sponsored by IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEES, located in Nebraska. The sponsor's EIN is 476061061 and the plan operates in the Construction industry.
How did IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A perform in 2023?
IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A grew by 13.1% during 2023, moving from $167M to $189M in total assets. Net income was $22M.
Where can I find official filings for IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A?
Official Form 5500 filings for IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 476061061 or plan name at efast.dol.gov.
How does IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A compare to other plans?
You can compare IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A against other Other plans on the plan type page, or view plans in Nebraska on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 476061061.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.