Money Purchase · DOL Form 5500 · 2023

Trustees of Greater Texas IBEW NECA Money Purchase Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
1,683
Participants Near avg headcount
93rd
Percentile by assets National rank
$86,836
Avg per participant Below avg balance/head
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Official DOL plan name: Greater Texas IBEW NECA Annuity Plan · Sponsored by Trustees of Greater Texas IBEW NECA · Texas · Finance & Insurance

$146M in assets, 1,683 participants

Trustees of Greater Texas IBEW NECA's Greater Texas IBEW NECA Annuity Plan reported $146M in total assets and 1,683 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,954 in Finance & Insurance (8,869 peers)

Coverage in Texas

Greater Texas IBEW NECA Annuity Plan covers 1,683 participants in Texas, 2.4x the typical Texas plan (state average ~688 per filing). Assets: $146M.

#7,954
in Finance & Insurance (8,869 peers)
+7.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Greater Texas IBEW NECA Annuity Plan's outsized position by total assets

Greater Texas IBEW NECA Annuity Plan vs every filed plan by assets

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

$146,145,221 Top 7% higher than 93% 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

Greater Texas IBEW NECA Annuity 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. Greater Texas IBEW NECA Annuity Plan lands in the large band (1,683 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Greater Texas IBEW NECA Annuity Plan reported net income rose from -$7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Greater Texas IBEW NECA Annuity Plan reported participants fell from 3,298 in the plan year 2022 filing to 1,683 in the plan year 2023 filing.
  • Greater Texas IBEW NECA Annuity Plan end-of-year assets rose from $137M in the plan year 2022 filing to $146M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 756229319 · Trustees of Greater Texas IBEW NECA PY 2023 · Money Purchase

Greater Texas IBEW NECA Annuity Plan · $146M · 1,683 · 93rd

  • BOY $146M
  • BOY 1,683
  • BOY 93rd
  • BOY Money Purchase
  • BOY near Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
  • BOY ind #7954

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 Finance & Insurance retirement plans → · Plans in Texas →

Greater Texas IBEW NECA Annuity Plan in the asset neighbourhood

Greater Texas IBEW NECA Annuity PlanGreater Texas IBEW NECA Annu…$146MRetirement Plan for Faculty, Administrative and Professional Employees of University of ScrantonRetirement Plan for Faculty,…$145MMassachusetts Mutual Life Insurance Company Agent Pension PlanMassachusetts Mutual Life In…$144MDefined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust FundDefined Contribution Plan of…$143MInternational Brotherhood of Electrical Workers Local Union No. 99 Annuity PlanInternational Brotherhood of…$143M
End-of-year total assets ($M) among Greater Texas IBEW NECA Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$146M
Net Income$10M
Employer EIN756229319
Plan Effective Date1974-08-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Greater Texas IBEW NECA)

Sponsor-wide plan assets over time

All Trustees of Greater Texas IBEW NECA plans reported in each filing year

Latest sponsor-wide plan assets
$165M 20.63997795469849% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $137M $165M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 3,298 $137M
2023 1 1,683 $146M
2024 1 1,845 $165M

Nearby Money Purchase Plans in Texas

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

Greater Texas IBEW NECA Annuity Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 00.511.5 Total assets ($B) Participants Greater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.146145221 · Participants: 1683Greater Texas IBEW NECA Annuity PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.128386882 · Participants: 8018Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 0.974200975 · Participants: 9494Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.244776778 · Participants: 1452Apache Corporation Money Purchase Retirement PlanSouth Central Annuity Fund, Total assets ($B): 0.12900289 · Participants: 8750South Central Annuity Fund
Greater Texas IBEW NECA Annuity Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Greater Texas IBEW NECA Annuity Plan side-by-side with 3 peers →

Greater Texas IBEW NECA Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton in PA ($145M); by covered participants it is Massachusetts Financial Services Company Defined Contribution Plan in MA (1,683 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,683 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 Greater Texas IBEW NECA Annuity Plan assets move in 2023? ▼
Greater Texas IBEW NECA Annuity Plan grew at a solid clip - up 7.0% during 2023, from $137M to $146M. Reported net income was $10M.
How have Trustees of Greater Texas IBEW NECA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Greater Texas IBEW NECA's sponsor-wide assets grew 20.6%, from $137M to $165M.
Where does Greater Texas IBEW NECA Annuity Plan rank by assets among Form 5500 filers? ▼
Greater Texas IBEW NECA Annuity Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Greater Texas IBEW NECA Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton in PA ($145M, 632 participants).
Which Money Purchase plans cover a similar participant headcount to Greater Texas IBEW NECA Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Massachusetts Financial Services Company Defined Contribution Plan in MA (1,683 participants, $839M 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 756229319.

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.