Profit Sharing · DOL Form 5500 · 2023
Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 Profit Sharing Plan
Data updated 2026-08-06
- $192M
- Total assets
- 693
- Participants
- 95th
- Percentile by assets
- $277,078
- Avg per participant
Official DOL plan name: IBEW-NECA Retirement Plan · Sponsored by Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 · Missouri · Construction
$192M in assets, 693 participants
Bd of Trustees IBEW-NECA Retirement Plan Local Union 257's IBEW-NECA Retirement Plan reported $192M in total assets and 693 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 126,618 plans)
- #8,403 in Construction (8,993 peers)
Where IBEW-NECA Retirement Plan sits by assets
IBEW-NECA Retirement Plan sits in the top 5% of all filed plans by assets, $192M for 693 participants (~$277,078/participant), up 18.9% in 2023.
- $192M
- total plan assets (2023 EOY)
- 693
- covered participants
- 95th
- percentile by assets (of 126,618 plans)
- $277,078
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- IBEW-NECA Retirement Plan reported net income rose from -$40M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- IBEW-NECA Retirement Plan end-of-year assets rose from $162M in the plan year 2022 filing to $192M in the plan year 2023 filing.
- IBEW-NECA Retirement Plan reported participants rose from 601 in the plan year 2022 filing to 693 in the plan year 2023 filing.
IBEW-NECA Retirement Plan vs the 2023 asset distribution
By assets, IBEW-NECA Retirement Plan outranks 95% of the 126,618 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.9x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $162M |
|---|---|
| Net Assets (End of Year) | $192M |
| Net Income | $30M |
| Employer EIN | 431188395 |
| Plan Effective Date | 1980-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees IBEW-NECA Retirement Plan Local Union 257)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 601 | $162M |
| 2023 | 1 | 693 | $192M |
| 2024 | 1 | 632 | $213M |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
IBEW-NECA Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
- Boilermakers National Annuity Trust $1.3B · 18,088
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $585M · 3,940
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $397M · 3,749
- I. B. E. W. Local Union No. 124 Annuity Plan $394M · 3,338
- Iron Workers St. Louis District Council Annuity Trust Fund $364M · 4,927
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to IBEW-NECA Retirement Plan by total assets, not by location.
- Tamko Employees Profit Sharing Retirement Plan (KS) $191M · 853
- National Roofing Industry Supplemental Pension Plan (MN) $191M · 8,531
- Associated Universities Inc. Retirement Plan (VA) $193M · 541
- The Richards Group, Inc. Profit Sharing and 401(k) Plan (TX) $194M · 301
Frequently Asked Questions
How did IBEW-NECA Retirement Plan assets move in 2023? ▼
How have Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 plan assets changed over time? ▼
Where does IBEW-NECA Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to IBEW-NECA Retirement Plan? ▼
Next read for IBEW-NECA Retirement Plan
Scale reading
Ways to act on IBEW-NECA Retirement Plan's numbers.
- By total assets, IBEW-NECA Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Missouri. Compare plans
- Bd of Trustees IBEW-NECA Retirement Plan Local Union 257's sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Construction plans