Money Purchase · DOL Form 5500 · 2023

Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund Money Purchase Plan

Data updated 2026-08-25

$468M
Total assets Above avg plan size
763
Participants Near avg headcount
97th
Percentile by assets National rank
$613,057
Avg per participant High balance/head
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Official DOL plan name: NECA-IBEW Local 364 Defined Contribution Plan · Sponsored by Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund · Illinois · Construction

$468M in assets, 763 participants

Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund's NECA-IBEW Local 364 Defined Contribution Plan reported $468M in total assets and 763 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,757 in Construction (9,030 peers)

Where NECA-IBEW Local 364 Defined Contribution Plan sits by assets

NECA-IBEW Local 364 Defined Contribution Plan sits in the top 5% of all filed plans by assets, $468M for 763 participants (~$613,057/participant), up 12.0% in 2023.

#8,757
in Construction (9,030 peers)
+12.0%
assets growth YoY
4.7×
vs typical plan assets (national mean)

NECA-IBEW Local 364 Defined Contribution Plan's outsized position by total assets

NECA-IBEW Local 364 Defined Contribution Plan vs every filed plan by assets

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

$467,762,197 Top 3% higher than 97% 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

NECA-IBEW Local 364 Defined Contribution 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. NECA-IBEW Local 364 Defined Contribution Plan sits mid-pack in the medium band (763 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • NECA-IBEW Local 364 Defined Contribution Plan reported net income rose from $12M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • NECA-IBEW Local 364 Defined Contribution Plan reported participants rose from 320 in the plan year 2022 filing to 763 in the plan year 2023 filing.
  • NECA-IBEW Local 364 Defined Contribution Plan end-of-year assets rose from $418M in the plan year 2022 filing to $468M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363306560 · Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund PY 2023 · Money Purchase

NECA-IBEW Local 364 Defined Contribution Plan · $468M · 763 · 97th

  • EOY $468M
  • EOY 763
  • EOY 97th
  • EOY Money Purchase
  • EOY near Telephone and Data Systems, Inc. Pension Plan
  • EOY ind #8757

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 Illinois →

NECA-IBEW Local 364 Defined Contribution Plan in the asset neighbourhood

Iron Workers District Council of So Oh & Vicinity Annuity TrustIron Workers District Counci…$476MBaker & Hostetler LLP Basic/Step-Rate Retirement PlanBaker & Hostetler LLP Basic/…$473MTelephone and Data Systems, Inc. Pension PlanTelephone and Data Systems, …$471MNECA-IBEW Local 364 Defined Contribution PlanNECA-IBEW Local 364 Defined …$468MSanta Clara University Defined Contribution Retirement PlanSanta Clara University Defin…$455M
End-of-year total assets ($M) among NECA-IBEW Local 364 Defined Contribution Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$418M
Net Assets (End of Year)$464M
Net Income$53M
Employer EIN363306560
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund)

Sponsor-wide plan assets over time

All Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$489M 17.204994300808973% vs 2022
2024 filing year
$400M$450M$500M 202220232024 $418M $489M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 320 $418M
2023 1 763 $468M
2024 1 944 $489M

Nearby Money Purchase Plans in Illinois

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

NECA-IBEW Local 364 Defined Contribution Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. 5001000150020002500 0200400600800 Total assets ($M) Participants NECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 467.762197 · Participants: 763NECA-IBEW Local 364 Defined Contribution PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 750.948481 · Participants: 1685Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 677.825728 · Participants: 2263NECA-IBEW Local 176 Pension Trust FundInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 193.857812 · Participants: 1187International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 183.62372 · Participants: 907Sheet Metal Workers Local 219 Retirement Savings FundSheet Metal Workers Local 91 Annuity Plan, Total assets ($M): 163.610686 · Participants: 674Sheet Metal Workers Local 91 Annuity Plan
NECA-IBEW Local 364 Defined Contribution Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare NECA-IBEW Local 364 Defined Contribution Plan side-by-side with 3 peers →

NECA-IBEW Local 364 Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Telephone and Data Systems, Inc. Pension Plan in WI ($471M); by covered participants it is Great Plains Health Alliance Employees Pension Plan in KS (764 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (763 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 NECA-IBEW Local 364 Defined Contribution Plan assets move in 2023? ▼
NECA-IBEW Local 364 Defined Contribution Plan grew at a solid clip - up 12.0% during 2023, from $418M to $468M. Reported net income was $53M.
How have Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund's sponsor-wide assets grew 17.2%, from $418M to $489M.
Where does NECA-IBEW Local 364 Defined Contribution Plan rank by assets among Form 5500 filers? ▼
NECA-IBEW Local 364 Defined Contribution Plan ranks in the 97th 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 Money Purchase plans are similar in size to NECA-IBEW Local 364 Defined Contribution Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Telephone and Data Systems, Inc. Pension Plan in WI ($471M, 5,421 participants).
Which Money Purchase plans cover a similar participant headcount to NECA-IBEW Local 364 Defined Contribution Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Great Plains Health Alliance Employees Pension Plan in KS (764 participants, $61M 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 363306560.

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.