401(k) · DOL Form 5500 · 2023

Trustees of Wisconsin NECA-IBEW 401(k) Plan

Data updated 2026-08-25

$636M
Total assets Above avg plan size
2,214
Participants Above avg headcount
98th
Percentile by assets National rank
$287,202
Avg per participant High balance/head
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Official DOL plan name: Wisconsin NECA-IBEW Retirement Plan · Sponsored by Trustees of Wisconsin NECA-IBEW · Wisconsin · Construction

$636M in assets, 2,214 participants

Trustees of Wisconsin NECA-IBEW's Wisconsin NECA-IBEW Retirement Plan reported $636M in total assets and 2,214 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,832 in Construction (9,030 peers)

Coverage in Wisconsin

Wisconsin NECA-IBEW Retirement Plan covers 2,214 participants in Wisconsin, 3.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $636M.

#8,832
in Construction (9,030 peers)
+17.4%
assets growth YoY
6.4×
vs typical plan assets (national mean)

Wisconsin NECA-IBEW Retirement Plan's outsized position by total assets

Wisconsin NECA-IBEW Retirement Plan vs every filed plan by assets

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

$635,865,031 Top 2% higher than 98% 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

Wisconsin NECA-IBEW Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wisconsin NECA-IBEW Retirement Plan lands in the large band (2,214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wisconsin NECA-IBEW Retirement Plan reported net income rose from -$112M in the plan year 2022 filing to $94M in the plan year 2023 filing.
  • Wisconsin NECA-IBEW Retirement Plan end-of-year assets rose from $542M in the plan year 2022 filing to $636M in the plan year 2023 filing.
  • Wisconsin NECA-IBEW Retirement Plan reported participants rose from 2,154 in the plan year 2022 filing to 2,214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391571911 · Trustees of Wisconsin NECA-IBEW PY 2023 · 401(k)

Wisconsin NECA-IBEW Retirement Plan · $636M · 2,214 · 98th

  • PHOTO $636M
  • IND 2,214
  • EOY 98th
  • 5500 401(k)
  • ASSETS near Sabic U.S. Employee Retirement Savings Plan
  • PCT ind #8832

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 Wisconsin →

Wisconsin NECA-IBEW Retirement Plan in the asset neighbourhood

Bessemer Trust Company 401(k) and Profit Sharing PlanBessemer Trust Company 401(k…$637MWisconsin NECA-IBEW Retirement PlanWisconsin NECA-IBEW Retireme…$636MSabic U.S. Employee Retirement Savings PlanSabic U.S. Employee Retireme…$635MFmc Corporation Savings and Investment PlanFmc Corporation Savings and …$634MCubic Corporation 401(k) Retirement PlanCubic Corporation 401(k) Ret…$634M
End-of-year total assets ($M) among Wisconsin NECA-IBEW Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$542M
Net Assets (End of Year)$636M
Net Income$94M
Employer EIN391571911
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Wisconsin NECA-IBEW)

Sponsor-wide plan assets over time

All Trustees of Wisconsin NECA-IBEW plans reported in each filing year

Latest sponsor-wide plan assets
$715M 32.01679674650665% vs 2022
2024 filing year
$500M$600M$700M$800M 202220232024 $542M $715M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 2,154 $542M
2023 1 2,214 $636M
2024 1 2,442 $715M

Nearby 401(k) Plans in Wisconsin

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

Wisconsin NECA-IBEW Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants Wisconsin NECA-IBEW Retirement Plan, Total assets ($B): 0.635865031 · Participants: 2214Wisconsin NECA-IBEW Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Wisconsin NECA-IBEW Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wisconsin NECA-IBEW Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Sabic U.S. Employee Retirement Savings Plan in TX ($635M); by covered participants it is Css Payroll 401(k) Plan in CA (2,213 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($636M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,214 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 Wisconsin NECA-IBEW Retirement Plan assets move in 2023? ▼
Wisconsin NECA-IBEW Retirement Plan grew sharply - up 17.4% during 2023, from $542M to $636M. Reported net income was $94M.
How have Trustees of Wisconsin NECA-IBEW plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Wisconsin NECA-IBEW's sponsor-wide assets grew 32.0%, from $542M to $715M.
Where does Wisconsin NECA-IBEW Retirement Plan rank by assets among Form 5500 filers? ▼
Wisconsin NECA-IBEW Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Wisconsin NECA-IBEW Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sabic U.S. Employee Retirement Savings Plan in TX ($635M, 2,930 participants).
Which 401(k) plans cover a similar participant headcount to Wisconsin NECA-IBEW Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Css Payroll 401(k) Plan in CA (2,213 participants, $37M in assets).

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 391571911.

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.