401(k) · DOL Form 5500 · 2024

Trustees of Wisconsin NECA-IBEW 401(k) Plan

Data updated 2026-08-25

$715M
Total assets Above avg plan size
2,442
Participants Above avg headcount
98th
Percentile by assets National rank
$292,890
Avg per participant High balance/head
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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.

  • #8,847 in Construction (9,039 peers)

Coverage in Wisconsin

Wisconsin NECA-IBEW Retirement Plan covers 2,442 participants in Wisconsin, 4.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $715M.

#8,847
in Construction (9,039 peers)
+12.5%
assets growth YoY
7.2×
vs typical plan assets (national mean)

Wisconsin NECA-IBEW Retirement Plan's outsized position by total assets

Wisconsin NECA-IBEW Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$715,237,668 Top 2% higher than 98% of 123,620 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 2024

Wisconsin NECA-IBEW Retirement 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. Wisconsin NECA-IBEW Retirement Plan lands in the large band (2,442 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 391571911 · Trustees of Wisconsin NECA-IBEW PY 2024 · 401(k)

Wisconsin NECA-IBEW Retirement Plan · $715M · 2,442 · 98th

  • IND $715M
  • EOY 2,442
  • 5500 98th
  • ASSETS 401(k)
  • PCT near Apache Corporation 401(k) Savings Plan
  • EIN ind #8847

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 Wisconsin →

Wisconsin NECA-IBEW Retirement Plan in the asset neighbourhood

Erm - US Salary Deferral Plan$715MXpo Logistics, Inc 401(k) PlanXpo Logistics, Inc 401(k) Pl…$715MApache Corporation 401(k) Savings PlanApache Corporation 401(k) Sa…$715MWisconsin NECA-IBEW Retirement PlanWisconsin NECA-IBEW Retireme…$715MBiomarin Pharmaceutical Inc. Retirement Savings PlanBiomarin Pharmaceutical Inc.…$715M
End-of-year total assets ($M) among Wisconsin NECA-IBEW Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$636M
Net Assets (End of Year)$715M
Net Income$79M
Employer EIN391571911
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Wisconsin NECA-IBEW)

Sponsor-wide plan assets over time

All Trustees of Wisconsin NECA-IBEW plans reported in each filing year

Latest sponsor-wide plan assets
$715M 32.01679674650665% vs 2022
2024 filing year
$500M$600M$700M$800M 202220232024 $542M $715M ▲ +32.0%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 051015 Total assets ($B) Participants Wisconsin NECA-IBEW Retirement Plan, Total assets ($B): 0.715237668 · Participants: 2442Wisconsin NECA-IBEW Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Wisconsin NECA-IBEW Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wisconsin NECA-IBEW Retirement Plan side-by-side with 3 peers →

Wisconsin NECA-IBEW Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Apache Corporation 401(k) Savings Plan in TX ($715M); by covered participants it is Kaiser Aluminum Investments Company Hourly Savings and Investment Plan in TN (2,442 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($715M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,442 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 123,622 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).
Which 401(k) plans cover a similar participant headcount to Wisconsin NECA-IBEW Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaiser Aluminum Investments Company Hourly Savings and Investment Plan in TN (2,442 participants, $197M in assets).

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.