Money Purchase · DOL Form 5500 · 2023
Board of Trustees, Orange County IBEW-NECA Electrical Money Purchase Plan
Data updated 2026-08-11
- $301M
- Total assets
- 5,550
- Participants
- 96th
- Percentile by assets
- $54,290
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $301M
- total plan assets (2023 EOY)
- 5,550
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $54,290
- avg assets per participant
Where Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan reports 5,550 participants - 8.8x that state average ($301M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $262M |
|---|---|
| Net Assets (End of Year) | $301M |
| Net Income | $39M |
| Employer EIN | 760759816 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Orange County IBEW-NECA Electrical)
| 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
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
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 (Money Purchase, $335M, 4,246 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan by total assets, not by location.
- Hawaii Laborers' Annuity Fund (HI) $302M · 2,894
- Plumbers Union Local No 12 Annuity Plan (MA) $303M · 2,590
- IBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan B (NE) $306M · 3,181
- Millwrights' Local 1102 Supplemental Pension Fund (MI) $306M · 2,267
Frequently Asked Questions
How did Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan assets move in 2023? ▼
How have Board of Trustees, Orange County IBEW-NECA Electrical plan assets changed over time? ▼
Where does Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan? ▼
Next read for Orange County IBEW-NECA Electrical Worke…
Filing takeaways
Ways to act on Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan's numbers.
- By total assets, Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees, Orange County IBEW-NECA Electrical's sponsor-wide assets have grown 28.1% since 2022 across 3 plan years on file. More Construction plans