401(k) · DOL Form 5500 · 2024

Trustees of Wisconsin NECA-IBEW 401(k) Plan

Data updated 2026-07-24

$715M
Total assets: 2,442
Participants: 98th
Percentile by assets: $292,890
Avg per participant

Official DOL plan name: Wisconsin NECA-IBEW Retirement Plan · Sponsored by Trustees of Wisconsin NECA-IBEW · Wisconsin · Construction

$715M in assets, 2,442 participants

Trustees of Wisconsin NECA-IBEW's Wisconsin NECA-IBEW Retirement Plan reported $715M in total assets and 2,442 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 116,472 plans)

Coverage in Wisconsin

Wisconsin NECA-IBEW Retirement Plan covers 2,442 participants in Wisconsin, 4.3x the typical Wisconsin plan (state average ~565 per filing). Assets: $715M.

$715M
total plan assets (2024 EOY): 2,442
covered participants: 98th
percentile by assets (of 116,472 plans): $292,890
avg assets per participant

Wisconsin NECA-IBEW Retirement Plan reported net income fell from $94M in the plan year 2023 filing to $79M in the plan year 2024 filing.
Wisconsin NECA-IBEW Retirement Plan end-of-year assets rose from $636M in the plan year 2023 filing to $715M in the plan year 2024 filing.
Wisconsin NECA-IBEW Retirement Plan reported participants rose from 2,214 in the plan year 2023 filing to 2,442 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Construction

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Wisconsin NECA-IBEW Retirement Plan reports 2,442 participants - 4.3x that state average ($715M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$636M
Net Assets (End of Year)	$715M
Net Income	$79M
Employer EIN	391571911
Plan Effective Date	1985-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of Wisconsin NECA-IBEW)

Total plan assets by year, all Trustees of Wisconsin NECA-IBEW plans on file

Year	Plans	Participants	Total Assets
2022	1	2,154	$542M
2023	1	2,214	$636M
2024	1	2,442	$715M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wisconsin NECA-IBEW Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Wisconsin NECA-IBEW Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wisconsin NECA-IBEW Retirement Plan by total assets, not by location.

Apache Corporation 401(k) Savings Plan (TX) $715M · 1,470
Xpo Logistics, Inc 401(k) Plan (OR) $715M · 16,967
Erm - US Salary Deferral Plan (PA) $715M · 2,448
Biomarin Pharmaceutical Inc. Retirement Savings Plan (CA) $715M · 2,320

Frequently Asked Questions

How did Wisconsin NECA-IBEW Retirement Plan assets move in 2024? ▼

Wisconsin NECA-IBEW Retirement Plan grew at a solid clip - up 12.5% during 2024, from $636M to $715M. Reported net income was $79M.

How have Trustees of Wisconsin NECA-IBEW plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Wisconsin NECA-IBEW's sponsor-wide assets grew 32.0%, from $542M to $715M.

Where does Wisconsin NECA-IBEW Retirement Plan rank by assets among Form 5500 filers? ▼

Wisconsin NECA-IBEW Retirement Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Wisconsin NECA-IBEW Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Apache Corporation 401(k) Savings Plan in TX ($715M, 1,470 participants).

Next read for Wisconsin NECA-IBEW Retirement Plan

Filing takeaways

Ways to act on Wisconsin NECA-IBEW Retirement Plan's numbers.

By total assets, Wisconsin NECA-IBEW Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
Trustees of Wisconsin NECA-IBEW's sponsor-wide assets have grown 32.0% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391571911.

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.