Money Purchase · DOL Form 5500 · 2023

IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee Money Purchase Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
234
Participants Below avg headcount
86th
Percentile by assets National rank
$225,281
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: IBEW Local 13 Retirement Plan · Sponsored by IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee · Iowa · Construction

$53M in assets, 234 participants

IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee's IBEW Local 13 Retirement Plan reported $53M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,572 in Construction (9,030 peers)

Coverage in Iowa

IBEW Local 13 Retirement Plan covers 234 participants in Iowa, about 38% of the average Iowa filer (state average ~609 per filing). Assets: $53M.

#7,572
in Construction (9,030 peers)
+10.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

IBEW Local 13 Retirement Plan's outsized position by total assets

IBEW Local 13 Retirement Plan vs every filed plan by assets

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

$52,715,801 Top 14% higher than 86% 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 Local 13 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 Local 13 Retirement Plan sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local 13 Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • IBEW Local 13 Retirement Plan end-of-year assets rose from $48M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • IBEW Local 13 Retirement Plan reported participants rose from 229 in the plan year 2022 filing to 234 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 421123177 · IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee PY 2023 · Money Purchase

IBEW Local 13 Retirement Plan · $53M · 234 · 86th

  • EIN $53M
  • RANK 234
  • PHOTO 86th
  • IND Money Purchase
  • EOY near Plumbers & Steamfitters Union Local No. 10 Individual Account Plan
  • 5500 ind #7572

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 Iowa →

IBEW Local 13 Retirement Plan in the asset neighbourhood

Plumbers & Fitters Local No. 110 Annuity Trust FundPlumbers & Fitters Local No.…$53MIBEW Local 13 Retirement Plan$53MPlumbers & Steamfitters Union Local No. 10 Individual Account PlanPlumbers & Steamfitters Unio…$52MLaborers Local 235 Annuity FundLaborers Local 235 Annuity F…$52MKaiser Permanente Northwest Supplemental Retirement PlanKaiser Permanente Northwest …$52M
End-of-year total assets ($M) among IBEW Local 13 Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$53M
Net Income$5M
Employer EIN421123177
Plan Effective Date1979-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee)

Sponsor-wide plan assets over time

All IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee plans reported in each filing year

Latest sponsor-wide plan assets
$60M 24.80107237843672% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.7M $59.5M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 229 $48M
2023 1 234 $53M
2024 1 270 $60M

Nearby Money Purchase Plans in Iowa

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

IBEW Local 13 Retirement Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants Scatter plot of 6 data points. 02004006008001000 020406080 Total assets ($M) Participants IBEW Local 13 Retirement Plan, Total assets ($M): 52.715801 · Participants: 234IBEW Local 13 Retirement PlanIowa Builders Retirement Plan, Total assets ($M): 65.935672 · Participants: 424Iowa Builders Retirement PlanIron Workers Local No. 67 Defined Contribution Fund, Total assets ($M): 38.252919 · Participants: 875Iron Workers Local No. 67 Defined Contribution FundMorningside University Defined Contribution Retire, Total assets ($M): 21.564104 · Participants: 183Morningside University Defined Contribution RetireGrand View University Employees' Money Purchase Plan, Total assets ($M): 18.167066 · Participants: 226Grand View University Employees' Money Purchase PlanFidelity Money Purchase Plan, Total assets ($M): 9.050259 · Participants: 249Fidelity Money Purchase Plan
IBEW Local 13 Retirement Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants
Compare IBEW Local 13 Retirement Plan side-by-side with 3 peers →

IBEW Local 13 Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Iowa, the nearest Money Purchase by assets is Plumbers & Steamfitters Union Local No. 10 Individual Account Plan in TN ($52M); by covered participants it is Westchester Community Opportunity Program, Inc. Pension Plan in NY (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Local 13 Retirement Plan assets move in 2023? ▼
IBEW Local 13 Retirement Plan grew at a solid clip - up 10.5% during 2023, from $48M to $53M. Reported net income was $5M.
How have IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee's sponsor-wide assets grew 24.8%, from $48M to $60M.
Where does IBEW Local 13 Retirement Plan rank by assets among Form 5500 filers? ▼
IBEW Local 13 Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to IBEW Local 13 Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Plumbers & Steamfitters Union Local No. 10 Individual Account Plan in TN ($52M, 1,505 participants).
Which Money Purchase plans cover a similar participant headcount to IBEW Local 13 Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Westchester Community Opportunity Program, Inc. Pension Plan in NY (233 participants, $4M 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 421123177.

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.