Profit Sharing · DOL Form 5500 · 2023
Bd of Tees NECA 313 IBEW Def Income Plan Profit Sharing Plan
Data updated 2026-08-25
- $202M
- Total assets Near avg plan size
- 1,354
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $149,145
- Avg per participant Above avg balance/head
Official DOL plan name: NECA Lu No 313 IBEW Deferred Income Plan · Sponsored by Bd of Tees NECA 313 IBEW Def Income Plan · Pennsylvania · Construction
$202M in assets, 1,354 participants
Bd of Tees NECA 313 IBEW Def Income Plan's NECA Lu No 313 IBEW Deferred Income Plan reported $202M in total assets and 1,354 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.
- #8,473 in Construction (9,030 peers)
Where NECA Lu No 313 IBEW Deferred Income Plan sits by assets
NECA Lu No 313 IBEW Deferred Income Plan sits in the top 5% of all filed plans by assets, $202M for 1,354 participants (~$149,145/participant), up 19.0% in 2023.
- #8,473
- in Construction (9,030 peers)
- +19.0%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
NECA Lu No 313 IBEW Deferred Income Plan's outsized position by total assets
NECA Lu No 313 IBEW Deferred Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$201,942,051 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
NECA Lu No 313 IBEW Deferred Income 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. NECA Lu No 313 IBEW Deferred Income Plan lands in the large band (1,354 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- NECA Lu No 313 IBEW Deferred Income Plan reported net income rose from -$38M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- NECA Lu No 313 IBEW Deferred Income Plan end-of-year assets rose from $170M in the plan year 2022 filing to $202M in the plan year 2023 filing.
- NECA Lu No 313 IBEW Deferred Income Plan reported participants rose from 1,305 in the plan year 2022 filing to 1,354 in the plan year 2023 filing.
DOL schedule card
Filing strip 510285774 · Bd of Tees NECA 313 IBEW Def Income Plan PY 2023 · Profit Sharing
NECA Lu No 313 IBEW Deferred Income Plan · $202M · 1,354 · 95th
- IND $202M
- IND 1,354
- IND 95th
- IND Profit Sharing
- IND near Cement and Concrete Workers DC Annuity Fund
- IND ind #8473
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 Pennsylvania →
NECA Lu No 313 IBEW Deferred Income Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $170M |
|---|---|
| Net Assets (End of Year) | $202M |
| Net Income | $32M |
| Employer EIN | 510285774 |
| Plan Effective Date | 1985-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Tees NECA 313 IBEW Def Income Plan)
Sponsor-wide plan assets over time
All Bd of Tees NECA 313 IBEW Def Income Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $226M 33.17356914355087% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,305 | $170M |
| 2023 | 1 | 1,354 | $202M |
| 2024 | 1 | 1,372 | $226M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
NECA Lu No 313 IBEW Deferred Income Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Cement and Concrete Workers DC Annuity Fund in NY ($200M); by covered participants it is Electrical Workers Local Union 159 Retirement Plan in WI (1,358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($202M here).
- Cement and Concrete Workers DC Annuity Fund (NY) $200M · 1,134
- Simpson, Thacher and Bartlett LLP Supplemental Profit Sharing Plan for Partners (NY) $200M · 220
- Three Rivers Annuity Fund (OH) $199M · 1,460
- Plumbers and Pipefitters Local Union 520 Annuity Plan (MI) $205M · 1,651
Similar participant headcount
Nearest other-state filings by covered participants (1,354 participants); asset peers above are excluded.
- Electrical Workers Local Union 159 Retirement Plan (WI) 1,358 · 4 off
- Profit Sharing Plan for Employees of Tanana Chiefs Conference (AK) 1,359 · 5 off
- Baker & Taylor Retirement Savings Plan (NC) 1,361 · 7 off
- Christian Schools International 403(b) Retirement Savings Plan (MI) 1,361 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.