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
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
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.
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
Maryland filing particulars
| Total Assets (Beginning of Year) | $13.8B |
|---|---|
| Net Assets (End of Year) | $14.6B |
| Net Income | $2.0B |
| Employer EIN | 526132372 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING 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
| 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.
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a $2.7B · 7,852
- Meba Pension Trust-Money Purchase Benefit Plan $270M · 2,948
- Seafarers Money Purchase Pension Plan $155M · 7,644
- Defined Contribution Plan for the Employees of the American Institute of Physics $131M · 230
- Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust $119M · 280
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 (Money Purchase, $18.1B, 86,141 participants)
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15.8B here).
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. (CA) $7.0B · 18,060
- Tiaa Retirement Plan (NY) $5.3B · 12,501
- Kaiser Permanente Supplemental Savings and Retirement Plan (CA) $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan (CA) $4.4B · 20,136
Similar participant headcount
Nearest other-state filings by covered participants (84,425 participants); asset peers above are excluded.
- Pacific Coast Benefits Trust Fund (WA) 55,426 · 28,999 off
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan (OH) 47,282 · 37,143 off
- Construction Laborers Annuity Plan for Southern California (CA) 44,665 · 39,760 off
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan (MI) 31,968 · 52,457 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.