Profit Sharing · DOL Form 5500 · 2024
Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 Profit Sharing Plan
Data updated 2026-08-25
- $213M
- Total assets Near avg plan size
- 632
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $337,656
- Avg per participant High balance/head
Official DOL plan name: IBEW-NECA Retirement Plan · Sponsored by Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 · Missouri · Construction
$213M in assets, 632 participants
Bd of Trustees IBEW-NECA Retirement Plan Local Union 257's IBEW-NECA Retirement Plan reported $213M in total assets and 632 participants in its 2024 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.
- #8,460 in Construction (9,039 peers)
Where IBEW-NECA Retirement Plan sits by assets
IBEW-NECA Retirement Plan sits in the top 5% of all filed plans by assets, $213M for 632 participants (~$337,656/participant), up 11.1% in 2024.
- #8,460
- in Construction (9,039 peers)
- +11.1%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
IBEW-NECA Retirement Plan's outsized position by total assets
IBEW-NECA Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$213,398,671 Top 5% higher than 95% 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
IBEW-NECA Retirement Plan 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. IBEW-NECA Retirement Plan sits mid-pack in the medium band (632 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- IBEW-NECA Retirement Plan reported net income fell from $30M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- IBEW-NECA Retirement Plan end-of-year assets rose from $192M in the plan year 2023 filing to $213M in the plan year 2024 filing.
- IBEW-NECA Retirement Plan reported participants fell from 693 in the plan year 2023 filing to 632 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 431188395 · Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 PY 2024 · Profit Sharing
IBEW-NECA Retirement Plan · $213M · 632 · 95th
- BOY $213M
- SCH 632
- EBSA 95th
- PART Profit Sharing
- TYPE near Three Rivers Annuity Fund
- NET ind #8460
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 Missouri →
IBEW-NECA Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $192M |
|---|---|
| Net Assets (End of Year) | $213M |
| Net Income | $21M |
| Employer EIN | 431188395 |
| Plan Effective Date | 1980-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees IBEW-NECA Retirement Plan Local Union 257)
Sponsor-wide plan assets over time
All Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 plans reported in each filing year
- Latest sponsor-wide plan assets
- $213M 32.12181067865521% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 601 | $162M |
| 2023 | 1 | 693 | $192M |
| 2024 | 1 | 632 | $213M |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.3B · 18,034
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $459M · 4,032
- I. B. E. W. Local Union No. 124 Annuity Plan $447M · 3,456
- Annuity Fund of Operating Engineers Local 513 $323M · 9,100
- Pipe Fitters Local No 533 Individual Account Plan $302M · 1,427
IBEW-NECA Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Three Rivers Annuity Fund in OH ($214M); by covered participants it is Columbia Memorial Hospital Tsa/Thrift Plan and Trust in OR (631 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($213M here).
- Three Rivers Annuity Fund (OH) $214M · 960
- The Local 7 Tile Industry Annuity Fund (NY) $214M · 1,234
- Cc Industries and Affiliates Profit Sharing Plan for Salaried Employees (IL) $214M · 335
- Willamette University Defined Contribution Retirement Plan (OR) $212M · 730
Similar participant headcount
Nearest other-state filings by covered participants (632 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.