401(k) · DOL Form 5500 · 2022

Board of Trustees, IBEW Local 40 - NECA 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
367
Participants Below avg headcount
82nd
Percentile by assets National rank
$75,339
Avg per participant Below avg balance/head
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Official DOL plan name: IBEW Local 40 - NECA 401(k) Plan · Sponsored by Board of Trustees, IBEW Local 40 - NECA 401(k) Plan · California · Construction

$28M in assets, 367 participants

Board of Trustees, IBEW Local 40 - NECA 401(k) Plan's IBEW Local 40 - NECA 401(k) Plan reported $28M in total assets and 367 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #8,032 in Construction (9,927 peers)

Where IBEW Local 40 - NECA 401(k) Plan sits by assets

IBEW Local 40 - NECA 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 367 participants (~$75,339/participant), up 26.3% in 2022.

#8,032
in Construction (9,927 peers)
+26.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

IBEW Local 40 - NECA 401(k) Plan's outsized position by total assets

IBEW Local 40 - NECA 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$27,649,370 Top 18% higher than 82% of 139,123 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 2022

IBEW Local 40 - NECA 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW Local 40 - NECA 401(k) Plan sits mid-pack in the medium band (367 participants).

Plan-year Form 5500 strip

Filing strip 912018522 · Board of Trustees, IBEW Local 40 - NECA 401(k) Plan PY 2022 · 401(k)

IBEW Local 40 - NECA 401(k) Plan · $28M · 367 · 82nd

  • PHOTO $28M
  • IND 367
  • EOY 82nd
  • 5500 401(k)
  • ASSETS near Merative US L.P. 401(k) Retirement Plan
  • PCT ind #8032

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 →

IBEW Local 40 - NECA 401(k) Plan in the asset neighbourhood

IBEW Local 40 - NECA 401(k) PlanIBEW Local 40 - NECA 401(k) …$28MMerative US L.P. 401(k) Retirement PlanMerative US L.P. 401(k) Reti…$28MGettel Automotive, Inc. 401(k) PlanGettel Automotive, Inc. 401(…$28MAdvance America, Cash Advance Centers, Inc. Retirement Savings 401(k) PlanAdvance America, Cash Advanc…$28MStatacorp LLC 401(k) Plan$28M
End-of-year total assets ($M) among IBEW Local 40 - NECA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN912018522
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, IBEW Local 40 - NECA 401(k) Plan)

Sponsor-wide plan assets over time

All Board of Trustees, IBEW Local 40 - NECA 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$40M 45.77701770420086% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.7M $40.3M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 367 $28M
2023 1 404 $35M
2024 1 401 $40M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

IBEW Local 40 - NECA 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants IBEW Local 40 - NECA 401(k) Plan, Total assets ($B): 0.02764937 · Participants: 367IBEW Local 40 - NECA 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
IBEW Local 40 - NECA 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare IBEW Local 40 - NECA 401(k) Plan side-by-side with 3 peers →

IBEW Local 40 - NECA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Merative US L.P. 401(k) Retirement Plan in MI ($28M); by covered participants it is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (367 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did IBEW Local 40 - NECA 401(k) Plan assets move in 2022? ▼
IBEW Local 40 - NECA 401(k) Plan grew sharply - up 26.3% during 2022, from $22M to $28M. Reported net income was $6M.
How have Board of Trustees, IBEW Local 40 - NECA 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, IBEW Local 40 - NECA 401(k) Plan's sponsor-wide assets grew 45.8%, from $28M to $40M.
Where does IBEW Local 40 - NECA 401(k) Plan rank by assets among Form 5500 filers? ▼
IBEW Local 40 - NECA 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to IBEW Local 40 - NECA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merative US L.P. 401(k) Retirement Plan in MI ($28M, 1,326 participants).
Which 401(k) plans cover a similar participant headcount to IBEW Local 40 - NECA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 912018522.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.