Money Purchase · DOL Form 5500 · 2023
Board of Trustees of the NECA-IBEW Pension Benefit Trust Fund Money Purchase Plan
Data updated 2026-08-25
- $917M
- Total assets Above avg plan size
- 3,999
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $229,362
- Avg per participant Above avg balance/head
Official DOL plan name: NECA-IBEW Pension Benefit Trust Fund · Sponsored by Board of Trustees of the NECA-IBEW Pension Benefit Trust Fund · Missouri · Construction
$917M in assets, 3,999 participants
Board of Trustees of the NECA-IBEW Pension Benefit Trust Fund's NECA-IBEW Pension Benefit Trust Fund reported $917M in total assets and 3,999 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,899 in Construction (9,030 peers)
Coverage in Missouri
NECA-IBEW Pension Benefit Trust Fund covers 3,999 participants in Missouri, 5.4x the typical Missouri plan (state average ~737 per filing). Assets: $917M.
- #8,899
- in Construction (9,030 peers)
- +12.3%
- assets growth YoY
- 9.2×
- vs typical plan assets (national mean)
NECA-IBEW Pension Benefit Trust Fund's outsized position by total assets
NECA-IBEW Pension Benefit Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$917,217,645 Top 2% higher than 98% 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-IBEW Pension Benefit Trust Fund'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-IBEW Pension Benefit Trust Fund lands in the large band (3,999 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- NECA-IBEW Pension Benefit Trust Fund reported net income rose from -$67M in the plan year 2022 filing to $101M in the plan year 2023 filing.
- NECA-IBEW Pension Benefit Trust Fund end-of-year assets rose from $817M in the plan year 2022 filing to $917M in the plan year 2023 filing.
- NECA-IBEW Pension Benefit Trust Fund reported participants rose from 3,894 in the plan year 2022 filing to 3,999 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 436184756 · Board of Trustees of the NECA-IBEW Pension Benefit Trust Fund PY 2023 · Money Purchase
NECA-IBEW Pension Benefit Trust Fund · $917M · 3,999 · 98th
- EOY $917M
- EOY 3,999
- EOY 98th
- EOY Money Purchase
- EOY near Local 68 Engineers Union Annuity Plan
- EOY ind #8899
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 →
NECA-IBEW Pension Benefit Trust Fund in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $817M |
|---|---|
| Net Assets (End of Year) | $917M |
| Net Income | $101M |
| Employer EIN | 436184756 |
| Plan Effective Date | 1972-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the NECA-IBEW Pension Benefit Trust Fund)
Sponsor-wide plan assets over time
All Board of Trustees of the NECA-IBEW Pension Benefit Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 28.497707263057304% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,894 | $817M |
| 2023 | 1 | 3,999 | $917M |
| 2024 | 1 | 4,119 | $1.0B |
Nearby Money Purchase Plans in Missouri
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local No. 1 IBEW Pension Benefit Trust Fund $1.7B · 4,647
- Saint Louis University Retirement Plan $709M · 2,863
- The Children's Mercy Hospital Retirement Plan $503M · 6,519
- Brewery Conference/Anheuser-Busch Defined Contribution Plan $500M · 2,621
- Mo-Kan Iron Workers Annuity Fund $217M · 811
NECA-IBEW Pension Benefit Trust Fund's out-of-state Money Purchase peers by assets and headcount
Outside Missouri, the nearest Money Purchase by assets is Local 68 Engineers Union Annuity Plan in NJ ($919M); by covered participants it is Hawaii Carpenters Financial Security Fund in HI (3,972 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($917M here).
- Local 68 Engineers Union Annuity Plan (NJ) $919M · 5,196
- Tufts University Basic Retirement Plan (MA) $942M · 6,037
- Central Pennsylvania Teamsters Retirement Income Plan 1987 (PA) $877M · 3,684
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect (OR) $966M · 1,517
Similar participant headcount
Nearest other-state filings by covered participants (3,999 participants); asset peers above are excluded.
- Hawaii Carpenters Financial Security Fund (HI) 3,972 · 27 off
- Southern California Sheet Metal Workers' 401(a) Plan (CA) 4,054 · 55 off
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan (AZ) 3,942 · 57 off
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) 3,918 · 81 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.