Other · DOL Form 5500 · 2024

Joint Board of Trustees of NECA IBEW Local 1701 Pen. Ben. Trst Fun Retirement Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
442
Participants Below avg headcount
88th
Percentile by assets National rank
$164,168
Avg per participant Above avg balance/head
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Official DOL plan name: NECA-IBEW Local Union 1701 Pension Benefit Trust Fund · Sponsored by Joint Board of Trustees of NECA IBEW Local 1701 Pen. Ben. Trst Fun · Michigan · Finance & Insurance

$73M in assets, 442 participants

Joint Board of Trustees of NECA IBEW Local 1701 Pen. Ben. Trst Fun's NECA-IBEW Local Union 1701 Pension Benefit Trust Fund reported $73M in total assets and 442 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,943 in Finance & Insurance (8,549 peers)

Where NECA-IBEW Local Union 1701 Pension Benefit Trust Fund sits by assets

NECA-IBEW Local Union 1701 Pension Benefit Trust Fund sits in the top quartile of all filed plans by assets, $73M for 442 participants (~$164,168/participant), up 13.2% in 2024.

#6,943
in Finance & Insurance (8,549 peers)
+13.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

NECA-IBEW Local Union 1701 Pension Benefit Trust Fund's outsized position by total assets

NECA-IBEW Local Union 1701 Pension Benefit Trust Fund vs every filed plan by assets

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

$72,562,296 Top 12% higher than 88% 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

NECA-IBEW Local Union 1701 Pension Benefit Trust Fund among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. NECA-IBEW Local Union 1701 Pension Benefit Trust Fund sits mid-pack in the medium band (442 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • NECA-IBEW Local Union 1701 Pension Benefit Trust Fund reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • NECA-IBEW Local Union 1701 Pension Benefit Trust Fund end-of-year assets rose from $64M in the plan year 2023 filing to $73M in the plan year 2024 filing.
  • NECA-IBEW Local Union 1701 Pension Benefit Trust Fund reported participants rose from 414 in the plan year 2023 filing to 442 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 610459923 · Joint Board of Trustees of NECA IBEW Local 1701 Pen. Ben. Trst Fun PY 2024 · Other

NECA-IBEW Local Union 1701 Pension Benefit Trust Fund · $73M · 442 · 88th

  • RANK $73M
  • PHOTO 442
  • IND 88th
  • EOY Other
  • 5500 near St Thomas Aquinas College Section 403b Plan
  • ASSETS ind #6943

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 Michigan →

NECA-IBEW Local Union 1701 Pension Benefit Trust Fund in the asset neighbourhood

Marietta Health Care Physicians, Inc. 403(b) PlanMarietta Health Care Physici…$73MSt Thomas Aquinas College Section 403b PlanSt Thomas Aquinas College Se…$73MNECA-IBEW Local Union 1701 Pension Benefit Trust FundNECA-IBEW Local Union 1701 P…$73MOhio Living 403(b) Plan$72MCalifornia Western School of Law Defined Contribution Retirement PlanCalifornia Western School of…$72M
End-of-year total assets ($M) among NECA-IBEW Local Union 1701 Pension Benefit Trust Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$73M
Net Income$9M
Employer EIN610459923
Plan Effective Date1981-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees of NECA IBEW Local 1701 Pen. Ben. Trst Fun)

Sponsor-wide plan assets over time

All Joint Board of Trustees of NECA IBEW Local 1701 Pen. Ben. Trst Fun plans reported in each filing year

Latest sponsor-wide plan assets
$73M 35.539453303895655% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $53.5M $72.6M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 428 $54M
2023 1 414 $64M
2024 1 442 $73M

Nearby Other Plans in Michigan

Peer Other plans, same state, same plan type, ranked by total assets.

NECA-IBEW Local Union 1701 Pension Benefit Trust Fund vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants NECA-IBEW Local Union 1701 Pension Benefit Trust Fund, Total assets ($B): 0.072562296 · Participants: 442NECA-IBEW Local Union 1701 Pension Benefit Trust FundFca US LLC UAW Savings Plan, Total assets ($B): 5.195030475 · Participants: 44591Fca US LLC UAW Savings PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 5.094106866 · Participants: 15683Fca US LLC Salaried Employees' Savings PlanSpectrum Health System 403(b) Plan, Total assets ($B): 3.21382557 · Participants: 32821Spectrum Health System 403(b) PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.966016065 · Participants: 34160Beaumont Health 403(b) Retirement Savings PlanHenry Ford Health System Heritage 403(b) Plan, Total assets ($B): 1.412878823 · Participants: 14465Henry Ford Health System Heritage 403(b) Plan
NECA-IBEW Local Union 1701 Pension Benefit Trust Fund vs. nearby Other plans in Michigan, assets vs. participants
Compare NECA-IBEW Local Union 1701 Pension Benefit Trust Fund side-by-side with 3 peers →

NECA-IBEW Local Union 1701 Pension Benefit Trust Fund's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is St Thomas Aquinas College Section 403b Plan in NY ($73M); by covered participants it is Bonner General Hospital 403(b) Plan in ID (442 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (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 NECA-IBEW Local Union 1701 Pension Benefit Trust Fund assets move in 2024? ▼
NECA-IBEW Local Union 1701 Pension Benefit Trust Fund grew at a solid clip - up 13.2% during 2024, from $64M to $73M. Reported net income was $9M.
How have Joint Board of Trustees of NECA IBEW Local 1701 Pen. Ben. Trst Fun plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees of NECA IBEW Local 1701 Pen. Ben. Trst Fun's sponsor-wide assets grew 35.5%, from $54M to $73M.
Where does NECA-IBEW Local Union 1701 Pension Benefit Trust Fund rank by assets among Form 5500 filers? ▼
NECA-IBEW Local Union 1701 Pension Benefit Trust Fund ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to NECA-IBEW Local Union 1701 Pension Benefit Trust Fund? ▼
Among Other plans in other states, the closest by assets is St Thomas Aquinas College Section 403b Plan in NY ($73M, 183 participants).
Which Other plans cover a similar participant headcount to NECA-IBEW Local Union 1701 Pension Benefit Trust Fund? ▼
Among Other plans in other states, the closest by covered participants is Bonner General Hospital 403(b) Plan in ID (442 participants, $24M 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 610459923.

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.