Profit Sharing · DOL Form 5500 · 2023
Bd of Tees NECA 313 IBEW Def Income Plan Profit Sharing Plan
Data updated 2026-08-11
- $202M
- Total assets
- 1,354
- Participants
- 95th
- Percentile by assets
- $149,145
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $202M
- total plan assets (2023 EOY)
- 1,354
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $149,145
- avg assets per participant
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.
NECA Lu No 313 IBEW Deferred Income Plan vs the 2023 asset distribution
By assets, NECA Lu No 313 IBEW Deferred Income Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).
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)
| 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.
NECA Lu No 313 IBEW Deferred Income Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to NECA Lu No 313 IBEW Deferred Income Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did NECA Lu No 313 IBEW Deferred Income Plan assets move in 2023? ▼
How have Bd of Tees NECA 313 IBEW Def Income Plan plan assets changed over time? ▼
Where does NECA Lu No 313 IBEW Deferred Income Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to NECA Lu No 313 IBEW Deferred Income Plan? ▼
Next read for NECA Lu No 313 IBEW Deferred Income Plan
Scale reading
Ways to act on NECA Lu No 313 IBEW Deferred Income Plan's numbers.
- By total assets, NECA Lu No 313 IBEW Deferred Income 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 Pennsylvania. Compare plans
- Bd of Tees NECA 313 IBEW Def Income Plan's sponsor-wide assets have grown 33.2% since 2022 across 3 plan years on file. More Construction plans