401(k) · DOL Form 5500 · 2023
Board of Trustees, Inland Empire IBEW-NECA Defined 401(k) Plan
Data updated 2026-08-25
- $222M
- Total assets Near avg plan size
- 6,400
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $34,611
- Avg per participant Low balance/head
Official DOL plan name: Inland Empire IBEW-NECA Defined Contribution Plan · Sponsored by Board of Trustees, Inland Empire IBEW-NECA Defined · Pennsylvania · Construction
$222M in assets, 6,400 participants
Board of Trustees, Inland Empire IBEW-NECA Defined's Inland Empire IBEW-NECA Defined Contribution Plan reported $222M in total assets and 6,400 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,511 in Construction (9,030 peers)
Coverage in Pennsylvania
Inland Empire IBEW-NECA Defined Contribution Plan covers 6,400 participants in Pennsylvania, 7.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $222M.
- #8,511
- in Construction (9,030 peers)
- +17.5%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Inland Empire IBEW-NECA Defined Contribution Plan's outsized position by total assets
Inland Empire IBEW-NECA Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$221,509,448 Top 5% higher than 95% 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
Inland Empire IBEW-NECA Defined Contribution 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. Inland Empire IBEW-NECA Defined Contribution Plan lands in the large band (6,400 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Inland Empire IBEW-NECA Defined Contribution Plan reported net income rose from $24M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Inland Empire IBEW-NECA Defined Contribution Plan end-of-year assets rose from $189M in the plan year 2022 filing to $222M in the plan year 2023 filing.
- Inland Empire IBEW-NECA Defined Contribution Plan reported participants rose from 5,633 in the plan year 2022 filing to 6,400 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 471147023 · Board of Trustees, Inland Empire IBEW-NECA Defined PY 2023 · 401(k)
Inland Empire IBEW-NECA Defined Contribution Plan · $222M · 6,400 · 95th
- IND $222M
- IND 6,400
- IND 95th
- IND 401(k)
- IND near Southwire Company Hourly 401(k) Plan
- IND ind #8511
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 Pennsylvania →
Inland Empire IBEW-NECA Defined Contribution Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $189M |
|---|---|
| Net Assets (End of Year) | $221M |
| Net Income | $33M |
| Employer EIN | 471147023 |
| Plan Effective Date | 2015-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Inland Empire IBEW-NECA Defined)
Sponsor-wide plan assets over time
All Board of Trustees, Inland Empire IBEW-NECA Defined plans reported in each filing year
- Latest sponsor-wide plan assets
- $254M 34.889072954675925% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,633 | $189M |
| 2023 | 1 | 6,400 | $222M |
| 2024 | 1 | 6,273 | $254M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Scale composition for Inland Empire IBEW-NECA Defined Contribution Plan
Inland Empire IBEW-NECA Defined Contribution Plan reports $222M in end-of-year assets across 6,400 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $34,611 per participant (25% of the national average assets-per-participant) . Net income for plan year 2023 was $33M.
This plan identity (EIN 471147023, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $189M to $254M (+34.9%) while covered participants moved from 5,633 to 6,273 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,633 | $189M | Open filing |
| 2023 | 6,400 | $222M | This page |
| 2024 · index core | 6,273 | $254M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Inland Empire IBEW-NECA Defined Contribution Plan (401(k), $254M, 6,273 participants)
Inland Empire IBEW-NECA Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Southwire Company Hourly 401(k) Plan in GA ($222M); by covered participants it is Resourcing Edge Retirement Savings Plan in TX (6,401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($222M here).
- Southwire Company Hourly 401(k) Plan (GA) $222M · 5,863
- Resideo Technologies, Inc. 401(k) Plan (AZ) $221M · 3,658
- Ziff Davis, Inc. Retirement Savings Plan (NY) $221M · 2,097
- Retirement Plan of the IBEW Local 76 Retirement Trust (WA) $221M · 3,006
Similar participant headcount
Nearest other-state filings by covered participants (6,400 participants); asset peers above are excluded.
- Resourcing Edge Retirement Savings Plan (TX) 6,401 · 1 off
- Kohler Co. 401(k) Savings Plan (WI) 6,397 · 3 off
- Dsv 401(k) Plan (NJ) 6,395 · 5 off
- Parts Authority LLC Profit Share/401(k) Plan (NY) 6,394 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.