Money Purchase · DOL Form 5500 · 2023

Board of Trustees, Orange County IBEW-NECA Electrical Money Purchase Plan

Data updated 2026-08-25

$301M
Total assets Above avg plan size
5,550
Participants Above avg headcount
96th
Percentile by assets National rank
$54,290
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan · Sponsored by Board of Trustees, Orange County IBEW-NECA Electrical · California · Construction

$301M in assets, 5,550 participants

Board of Trustees, Orange County IBEW-NECA Electrical's Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan reported $301M in total assets and 5,550 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,617 in Construction (9,030 peers)

Coverage in California

Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan covers 5,550 participants in California, 8.8x the typical California plan (state average ~630 per filing). Assets: $301M.

#8,617
in Construction (9,030 peers)
+15.1%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan's outsized position by total assets

Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan vs every filed plan by assets

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

$301,307,243 Top 4% higher than 96% 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

Orange County IBEW-NECA Electrical Workers Defined Contribution Pension 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. Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan lands in the large band (5,550 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan reported net income rose from $33M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan end-of-year assets rose from $262M in the plan year 2022 filing to $301M in the plan year 2023 filing.
  • Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan reported participants rose from 5,470 in the plan year 2022 filing to 5,550 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 760759816 · Board of Trustees, Orange County IBEW-NECA Electrical PY 2023 · Money Purchase

Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan · $301M · 5,550 · 96th

  • 5500 $301M
  • ASSETS 5,550
  • PCT 96th
  • EIN Money Purchase
  • RANK near Hawaii Laborers' Annuity Fund
  • PHOTO ind #8617

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 California →

Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan in the asset neighbourhood

Millwrights' Local 1102 Supplemental Pension FundMillwrights' Local 1102 Supp…$306MIBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan BIBEW Local Union No. 22/NECA…$306MPlumbers Union Local No 12 Annuity PlanPlumbers Union Local No 12 A…$303MHawaii Laborers' Annuity Fund$302MOrange County IBEW-NECA Electrical Workers Defined Contribution Pension PlanOrange County IBEW-NECA Elec…$301M
End-of-year total assets ($M) among Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$262M
Net Assets (End of Year)$301M
Net Income$39M
Employer EIN760759816
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Orange County IBEW-NECA Electrical)

Sponsor-wide plan assets over time

All Board of Trustees, Orange County IBEW-NECA Electrical plans reported in each filing year

Latest sponsor-wide plan assets
$335M 28.10631484383651% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $262M $335M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 5,470 $262M
2023 1 5,550 $301M
2024 1 4,246 $335M

Nearby Money Purchase Plans in California

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

Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan, Total assets ($B): 0.301307243 · Participants: 5550Orange County IBEW-NECA Electrical Workers Defined Contribution Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan side-by-side with 3 peers →

Scale composition for Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan

Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan reports $301M in end-of-year assets across 5,550 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $54,290 per participant (39% of the national average assets-per-participant) . Net income for plan year 2023 was $39M.

This plan identity (EIN 760759816, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $262M to $335M (+28.1%) while covered participants moved from 5,470 to 4,246 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,470 $262M Open filing
2023 5,550 $301M This page
2024 · index core 4,246 $335M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Hawaii Laborers' Annuity Fund in HI ($302M); by covered participants it is Virginia Mason Medical Center Retirement Plan in WA (5,542 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,550 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 Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan assets move in 2023? ▼
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan grew sharply - up 15.1% during 2023, from $262M to $301M. Reported net income was $39M.
How have Board of Trustees, Orange County IBEW-NECA Electrical plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Orange County IBEW-NECA Electrical's sponsor-wide assets grew 28.1%, from $262M to $335M.
Where does Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan ranks in the 96th 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 Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Hawaii Laborers' Annuity Fund in HI ($302M, 2,894 participants).
Which Money Purchase plans cover a similar participant headcount to Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Mason Medical Center Retirement Plan in WA (5,542 participants, N/A 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 760759816.

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.