Money Purchase · DOL Form 5500 · 2023

Trustees-IBEW 661 Retirement Plan Money Purchase Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
208
Participants Below avg headcount
77th
Percentile by assets National rank
$125,996
Avg per participant Near avg balance/head
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Official DOL plan name: Local No. 661 Retirement Plan · Sponsored by Trustees-IBEW 661 Retirement Plan · Kansas · Construction

$26M in assets, 208 participants

Trustees-IBEW 661 Retirement Plan's Local No. 661 Retirement Plan reported $26M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,839 in Construction (9,030 peers)

Where Local No. 661 Retirement Plan sits by assets

Local No. 661 Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 208 participants (~$125,996/participant), up 17.4% in 2023.

#6,839
in Construction (9,030 peers)
+17.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Local No. 661 Retirement Plan's outsized position by total assets

Local No. 661 Retirement Plan vs every filed plan by assets

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

$26,207,243 Top 23% higher than 77% 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

Local No. 661 Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local No. 661 Retirement Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local No. 661 Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Local No. 661 Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Local No. 661 Retirement Plan reported participants rose from 198 in the plan year 2022 filing to 208 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 480930235 · Trustees-IBEW 661 Retirement Plan PY 2023 · Money Purchase

Local No. 661 Retirement Plan · $26M · 208 · 77th

  • TYPE $26M
  • NET 208
  • BOOK 77th
  • VS-ST Money Purchase
  • BOY near The New England Center for Children, Inc. Target Benefit Plan
  • SCH ind #6839

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 Kansas →

Local No. 661 Retirement Plan in the asset neighbourhood

Mbku 401(a) Retirement Plan$27MLocal No. 661 Retirement Plan$26MThe New England Center for Children, Inc. Target Benefit PlanThe New England Center for C…$26MCommunity Action Partnership of Kern 401(a) PlanCommunity Action Partnership…$26MInternational Association of Heat and Frost Insulators & Allied Workers Local #3 Pension PlanInternational Association of…$26M
End-of-year total assets ($M) among Local No. 661 Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN480930235
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees-IBEW 661 Retirement Plan)

Sponsor-wide plan assets over time

All Trustees-IBEW 661 Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
$30M 32.55578403711394% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.3M $29.6M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 198 $22M
2023 1 208 $26M
2024 1 206 $30M

Nearby Money Purchase Plans in Kansas

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

Local No. 661 Retirement Plan vs. nearby Money Purchase plans in Kansas, assets vs. participants Scatter plot of 6 data points. -500050010001500 020406080100 Total assets ($M) Participants Local No. 661 Retirement Plan, Total assets ($M): 26.207243 · Participants: 208Local No. 661 Retirement PlanHays Medical Center Employee's Pension Plan, Total assets ($M): 87.918503 · Participants: 1239Hays Medical Center Employee's Pension PlanGreat Plains Health Alliance Employees Pension Plan, Total assets ($M): 61.050733 · Participants: 764Great Plains Health Alliance Employees Pension PlanKnea Employees' Contributory Pension Plan & Trust, Total assets ($M): 28.155292 · Participants: 49Knea Employees' Contributory Pension Plan & TrustEarp Meat Company Inc Money Purchase Pension Plan and Trust, Total assets ($M): 12.322948 · Participants: 208Earp Meat Company Inc Money Purchase Pension Plan and TrustCommunity Memorial Healthcare Inc. Employees Pension Plan, Total assets ($M): 9.717458 · Participants: 168Community Memorial Healthcare Inc. Employees Pension Plan
Local No. 661 Retirement Plan vs. nearby Money Purchase plans in Kansas, assets vs. participants

Local No. 661 Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Kansas, the nearest Money Purchase by assets is The New England Center for Children, Inc. Target Benefit Plan in MA ($26M); by covered participants it is Ida County Iowa Community Hospital Inc. Dba Horn Memorial Hospital Employees Pension Plan in IA (208 participants). Same-state nearby plans are listed separately above.

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 Local No. 661 Retirement Plan assets move in 2023?
Local No. 661 Retirement Plan grew sharply - up 17.4% during 2023, from $22M to $26M. Reported net income was $4M.
How have Trustees-IBEW 661 Retirement Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees-IBEW 661 Retirement Plan's sponsor-wide assets grew 32.6%, from $22M to $30M.
Where does Local No. 661 Retirement Plan rank by assets among Form 5500 filers?
Local No. 661 Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Local No. 661 Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is The New England Center for Children, Inc. Target Benefit Plan in MA ($26M, 628 participants).
Which Money Purchase plans cover a similar participant headcount to Local No. 661 Retirement Plan?
Among Money Purchase plans in other states, the closest by covered participants is Ida County Iowa Community Hospital Inc. Dba Horn Memorial Hospital Employees Pension Plan in IA (208 participants, $6M in assets).