Money Purchase · DOL Form 5500 · 2023

Trustees of the National Electrical Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$15.8B
Total assets Mega-plan scale
84,425
Participants Very large workforce
100th
Percentile by assets National rank
$187,235
Avg per participant Above avg balance/head
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Official DOL plan name: National Electrical Annuity Plan · Sponsored by Trustees of the National Electrical Annuity Plan · Maryland · Construction

$15.8B in assets, 84,425 participants

Trustees of the National Electrical Annuity Plan's National Electrical Annuity Plan reported $15.8B in total assets and 84,425 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #9,029 in Construction (9,030 peers)

Coverage in Maryland

National Electrical Annuity Plan covers 84,425 participants in Maryland, 91x the typical Maryland plan (state average ~929 per filing). Assets: $15.8B.

#9,029
in Construction (9,030 peers)
+14.7%
assets growth YoY
159×
vs typical plan assets (national mean)

National Electrical Annuity Plan's outsized position by total assets

National Electrical Annuity Plan vs every filed plan by assets

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

$15,807,345,093 Highest reported value at or above every one 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

National Electrical Annuity Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Electrical Annuity Plan is a mega filing (84,425 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Electrical Annuity Plan reported net income rose from -$889M in the plan year 2022 filing to $2.0B in the plan year 2023 filing.
  • National Electrical Annuity Plan end-of-year assets rose from $13.8B in the plan year 2022 filing to $15.8B in the plan year 2023 filing.
  • National Electrical Annuity Plan reported participants rose from 80,049 in the plan year 2022 filing to 84,425 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 526132372 · Trustees of the National Electrical Annuity Plan PY 2023 · Money Purchase

National Electrical Annuity Plan · $15.8B · 84,425 · 100th

  • EIN $15.8B
  • EIN 84,425
  • EIN 100th
  • EIN Money Purchase
  • EIN near The Permanente Contribution Plan of the Permanente Medical Group, Inc.
  • EIN ind #9029

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 Maryland →

National Electrical Annuity Plan in the asset neighbourhood

National Electrical Annuity PlanNational Electrical Annuity …$15.8BThe Permanente Contribution Plan of the Permanente Medical Group, Inc.The Permanente Contribution …$7.0BTiaa Retirement Plan$5.3BKaiser Permanente Supplemental Savings and Retirement PlanKaiser Permanente Supplement…$5.1BUniversity of Southern California Defined Contribution Retirement PlanUniversity of Southern Calif…$4.4B
End-of-year total assets ($B) among National Electrical Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$13.8B
Net Assets (End of Year)$14.6B
Net Income$2.0B
Employer EIN526132372
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the National Electrical Annuity Plan)

Sponsor-wide plan assets over time

All Trustees of the National Electrical Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$18.1B 31.09724249591193% vs 2022
2024 filing year
$12B$14B$16B$18B$20B 202220232024 $13.8B $18.1B ▲ +31.1%
Year Plans Participants Total Assets
2022 1 80,049 $13.8B
2023 1 84,425 $15.8B
2024 1 86,141 $18.1B

Nearby Money Purchase Plans in Maryland

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

National Electrical Annuity Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants National Electrical Annuity Plan, Total assets ($B): 15.807345093 · Participants: 84425National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.673002016 · Participants: 7852The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.26967278 · Participants: 2948Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.154828727 · Participants: 7644Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.131117321 · Participants: 230Defined Contribution Plan for the Employees of the American Institute of PhysicsWhiteford, Taylor & Preston Money Purchase Pension Plan and Trust, Total assets ($B): 0.119137244 · Participants: 280Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust
National Electrical Annuity Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants

Scale composition for National Electrical Annuity Plan

National Electrical Annuity Plan reports $15.8B in end-of-year assets across 84,425 participants (0.13% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.090% of 93,925,755 covered participants) - about $187,235 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2023 was $2.0B.

This plan identity (EIN 526132372, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $13.8B to $18.1B (+31.1%) while covered participants moved from 80,049 to 86,141 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 80,049 $13.8B Open filing
2023 84,425 $15.8B This page
2024 · index core 86,141 $18.1B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

National Electrical Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is The Permanente Contribution Plan of the Permanente Medical Group, Inc. in CA ($7.0B); by covered participants it is Pacific Coast Benefits Trust Fund in WA (55,426 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84,425 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 National Electrical Annuity Plan assets move in 2023?
National Electrical Annuity Plan grew at a solid clip - up 14.7% during 2023, from $13.8B to $15.8B. Reported net income was $2.0B.
How have Trustees of the National Electrical Annuity Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees of the National Electrical Annuity Plan's sponsor-wide assets grew 31.1%, from $13.8B to $18.1B.
Where does National Electrical Annuity Plan rank by assets among Form 5500 filers?
National Electrical Annuity Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Money Purchase plans are similar in size to National Electrical Annuity Plan?
Among Money Purchase plans in other states, the closest by assets is The Permanente Contribution Plan of the Permanente Medical Group, Inc. in CA ($7.0B, 18,060 participants).
Which Money Purchase plans cover a similar participant headcount to National Electrical Annuity Plan?
Among Money Purchase plans in other states, the closest by covered participants is Pacific Coast Benefits Trust Fund in WA (55,426 participants, $786M in assets).