Profit Sharing · DOL Form 5500 · 2023

Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 Profit Sharing Plan

Data updated 2026-08-25

$192M
Total assets Near avg plan size
693
Participants Below avg headcount
95th
Percentile by assets National rank
$277,078
Avg per participant High balance/head
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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.

  • #8,440 in Construction (9,030 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.

#8,440
in Construction (9,030 peers)
+18.9%
assets growth YoY
1.9×
vs typical plan assets (national mean)

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

IBEW-NECA Retirement Plan vs every filed plan by assets

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

$192,014,719 Top 5% higher than 95% 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

IBEW-NECA 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. IBEW-NECA Retirement Plan sits mid-pack in the medium band (693 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431188395 · Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 PY 2023 · Profit Sharing

IBEW-NECA Retirement Plan · $192M · 693 · 95th

  • IND $192M
  • IND 693
  • IND 95th
  • IND Profit Sharing
  • IND near Tamko Employees Profit Sharing Retirement Plan
  • IND ind #8440

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 Missouri →

IBEW-NECA Retirement Plan in the asset neighbourhood

The Richards Group, Inc. Profit Sharing and 401(k) PlanThe Richards Group, Inc. Pro…$194MAssociated Universities Inc. Retirement PlanAssociated Universities Inc.…$193MIBEW-NECA Retirement Plan$192MTamko Employees Profit Sharing Retirement PlanTamko Employees Profit Shari…$191MNational Roofing Industry Supplemental Pension PlanNational Roofing Industry Su…$191M
End-of-year total assets ($M) among IBEW-NECA Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$162M
Net Assets (End of Year)$192M
Net Income$30M
Employer EIN431188395
Plan Effective Date1980-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees IBEW-NECA Retirement Plan Local Union 257)

Sponsor-wide plan assets over time

All Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 plans reported in each filing year

Latest sponsor-wide plan assets
$213M 32.12181067865521% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $162M $213M ▲ +32.1%
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 Scatter plot of 6 data points. -500005000100001500020000 00.511.5 Total assets ($B) Participants IBEW-NECA Retirement Plan, Total assets ($B): 0.192014719 · Participants: 693IBEW-NECA Retirement PlanBoilermakers National Annuity Trust, Total assets ($B): 1.250463263 · Participants: 18088Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.584751191 · Participants: 3940Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.396974618 · Participants: 3749Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.394489511 · Participants: 3338I. B. E. W. Local Union No. 124 Annuity PlanIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.363398354 · Participants: 4927Iron Workers St. Louis District Council Annuity Trust Fund
IBEW-NECA Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare IBEW-NECA Retirement Plan side-by-side with 3 peers →

IBEW-NECA Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Tamko Employees Profit Sharing Retirement Plan in KS ($191M); by covered participants it is NECA-IBEW 1205 Pension Fund in FL (693 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (693 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 IBEW-NECA Retirement Plan assets move in 2023? ▼
IBEW-NECA Retirement Plan grew sharply - up 18.9% during 2023, from $162M to $192M. Reported net income was $30M.
How have Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees IBEW-NECA Retirement Plan Local Union 257's sponsor-wide assets grew 32.1%, from $162M to $213M.
Where does IBEW-NECA Retirement Plan rank by assets among Form 5500 filers? ▼
IBEW-NECA Retirement Plan ranks in the 95th 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 Profit Sharing plans are similar in size to IBEW-NECA Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tamko Employees Profit Sharing Retirement Plan in KS ($191M, 853 participants).
Which Profit Sharing plans cover a similar participant headcount to IBEW-NECA Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is NECA-IBEW 1205 Pension Fund in FL (693 participants, $48M 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 431188395.

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.