Money Purchase · DOL Form 5500 · 2024
Trustees of Greater Texas IBEW NECA Money Purchase Plan
Data updated 2026-08-25
- $165M
- Total assets Near avg plan size
- 1,845
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $89,328
- Avg per participant Below avg balance/head
Official DOL plan name: Greater Texas IBEW NECA Annuity Plan · Sponsored by Trustees of Greater Texas IBEW NECA · Texas · Finance & Insurance
$165M in assets, 1,845 participants
Trustees of Greater Texas IBEW NECA's Greater Texas IBEW NECA Annuity Plan reported $165M in total assets and 1,845 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,656 in Finance & Insurance (8,549 peers)
Coverage in Texas
Greater Texas IBEW NECA Annuity Plan covers 1,845 participants in Texas, 2.7x the typical Texas plan (state average ~688 per filing). Assets: $165M.
- #7,656
- in Finance & Insurance (8,549 peers)
- +12.8%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Greater Texas IBEW NECA Annuity Plan's outsized position by total assets
Greater Texas IBEW NECA Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$164,810,179 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Greater Texas IBEW NECA Annuity Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greater Texas IBEW NECA Annuity Plan lands in the large band (1,845 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Greater Texas IBEW NECA Annuity Plan reported net income rose from $10M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Greater Texas IBEW NECA Annuity Plan end-of-year assets rose from $146M in the plan year 2023 filing to $165M in the plan year 2024 filing.
- Greater Texas IBEW NECA Annuity Plan reported participants rose from 1,683 in the plan year 2023 filing to 1,845 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 756229319 · Trustees of Greater Texas IBEW NECA PY 2024 · Money Purchase
Greater Texas IBEW NECA Annuity Plan · $165M · 1,845 · 93rd
- PHOTO $165M
- IND 1,845
- EOY 93rd
- 5500 Money Purchase
- ASSETS near Local Union 598 Supplemental Pension Plan
- PCT ind #7656
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 Finance & Insurance retirement plans → · Plans in Texas →
Greater Texas IBEW NECA Annuity Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $146M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | $19M |
| Employer EIN | 756229319 |
| Plan Effective Date | 1974-08-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Greater Texas IBEW NECA)
Sponsor-wide plan assets over time
All Trustees of Greater Texas IBEW NECA plans reported in each filing year
- Latest sponsor-wide plan assets
- $165M 20.63997795469849% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,298 | $137M |
| 2023 | 1 | 1,683 | $146M |
| 2024 | 1 | 1,845 | $165M |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Occidental Petroleum Corporation Retirement Plan $1.3B · 7,877
- Alcon Retirement Plan $1.1B · 9,762
- William Marsh Rice University Defined Contribution Retirement Plan $930M · 6,787
- Apache Corporation Money Purchase Retirement Plan $271M · 1,492
- South Central Annuity Fund $142M · 8,884
Greater Texas IBEW NECA Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Texas, the nearest Money Purchase by assets is Local Union 598 Supplemental Pension Plan in OR ($166M); by covered participants it is IBEW Local Union No. 915 Pension-Annuity Fund in TN (1,864 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($165M here).
- Local Union 598 Supplemental Pension Plan (OR) $166M · 688
- Annuity Fund of Local 274 (NJ) $167M · 402
- Seafarers Money Purchase Pension Plan (MD) $168M · 8,583
- IBEW Local 363-Money Purchase Pension Plan (NY) $161M · 1,140
Similar participant headcount
Nearest other-state filings by covered participants (1,845 participants); asset peers above are excluded.
- IBEW Local Union No. 915 Pension-Annuity Fund (TN) 1,864 · 19 off
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan (KY) 1,824 · 21 off
- Thrivent Capital Accumulation Plan (MN) 1,816 · 29 off
- Local 210's Annuity Fund (NY) 1,816 · 29 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.