Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, Southern California IBEW-NECA Pension Plan

Data updated 2026-08-25

$1.5B
Total assets Very large vs avg
8,531
Participants Very large workforce
99th
Percentile by assets National rank
$178,553
Avg per participant Above avg balance/head
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Official DOL plan name: Southern California IBEW-NECA Pension Plan · Sponsored by Board of Trustees, Southern California IBEW-NECA · California · Construction

$1.5B in assets, 8,531 participants

Board of Trustees, Southern California IBEW-NECA's Southern California IBEW-NECA Pension Plan reported $1.5B in total assets and 8,531 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,954 in Construction (9,030 peers)

Coverage in California

Southern California IBEW-NECA Pension Plan covers 8,531 participants in California, 14x the typical California plan (state average ~630 per filing). Assets: $1.5B.

#8,954
in Construction (9,030 peers)
+6.4%
assets growth YoY
15×
vs typical plan assets (national mean)

Southern California IBEW-NECA Pension Plan's outsized position by total assets

Southern California IBEW-NECA Pension Plan vs every filed plan by assets

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

$1,523,234,023 Top 1% higher than 99% 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

Southern California IBEW-NECA 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. Southern California IBEW-NECA Pension Plan lands in the large band (8,531 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern California IBEW-NECA Pension Plan reported net income rose from $75M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Southern California IBEW-NECA Pension Plan end-of-year assets rose from $1.4B in the plan year 2022 filing to $1.5B in the plan year 2023 filing.
  • Southern California IBEW-NECA Pension Plan reported participants rose from 8,483 in the plan year 2022 filing to 8,531 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 956392774 · Board of Trustees, Southern California IBEW-NECA PY 2023 · Defined Benefit (Pension)

Southern California IBEW-NECA Pension Plan · $1.5B · 8,531 · 99th

  • IND $1.5B
  • EOY 8,531
  • 5500 99th
  • ASSETS Defined Benefit (Pension)
  • PCT near Supervalu Inc. Retirement Plan
  • EIN ind #8954

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 →

Southern California IBEW-NECA Pension Plan in the asset neighbourhood

Siemens Pension Plan$1.5BSupervalu Inc. Retirement PlanSupervalu Inc. Retirement Pl…$1.5BGraphic Communications Conference National Pension FundGraphic Communications Confe…$1.5BSouthern California IBEW-NECA Pension PlanSouthern California IBEW-NEC…$1.5BAarp Employees' Pension Plan$1.5B
End-of-year total assets ($B) among Southern California IBEW-NECA Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.5B
Net Income$93M
Employer EIN956392774
Plan Effective Date1964-07-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Southern California IBEW-NECA)

Sponsor-wide plan assets over time

All Board of Trustees, Southern California IBEW-NECA plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 11.752968115484608% vs 2022
2024 filing year
$1.4B$1.5B$1.6B$1.7B 202220232024 $1.43B $1.6B ▲ +11.9%
Year Plans Participants Total Assets
2022 1 8,483 $1.4B
2023 1 8,531 $1.5B
2024 1 8,896 $1.6B

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southern California IBEW-NECA Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -10010203040 Total assets ($B) Participants Southern California IBEW-NECA Pension Plan, Total assets ($B): 1.523234023 · Participants: 8531Southern California IBEW-NECA Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Southern California IBEW-NECA Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Southern California IBEW-NECA Pension Plan side-by-side with 3 peers →

Scale composition for Southern California IBEW-NECA Pension Plan

Southern California IBEW-NECA Pension Plan reports $1.5B in end-of-year assets across 8,531 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $178,553 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $93M.

This plan identity (EIN 956392774, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.6B (+11.8%) while covered participants moved from 8,483 to 8,896 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,483 $1.4B Open filing
2023 8,531 $1.5B This page
2024 · index core 8,896 $1.6B Open filing

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

Southern California IBEW-NECA Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Supervalu Inc. Retirement Plan in MN ($1.5B); by covered participants it is Martin Marietta Pension Plan in NC (8,546 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.5B here).

Similar participant headcount

Nearest other-state filings by covered participants (8,531 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 Southern California IBEW-NECA Pension Plan assets move in 2023? ▼
Southern California IBEW-NECA Pension Plan grew at a solid clip - up 6.4% during 2023, from $1.4B to $1.5B. Reported net income was $93M.
How have Board of Trustees, Southern California IBEW-NECA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Southern California IBEW-NECA's sponsor-wide assets grew 11.8%, from $1.4B to $1.6B.
Where does Southern California IBEW-NECA Pension Plan rank by assets among Form 5500 filers? ▼
Southern California IBEW-NECA Pension Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Southern California IBEW-NECA Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Supervalu Inc. Retirement Plan in MN ($1.5B, 1,407 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern California IBEW-NECA Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Martin Marietta Pension Plan in NC (8,546 participants, $1.2B 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 956392774.

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.