Profit Sharing · DOL Form 5500 · 2024

Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 Profit Sharing Plan

Data updated 2026-07-24

$213M
Total assets: 632
Participants: 95th
Percentile by assets: $337,656
Avg per participant

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.

95th percentile by assets (of 116,472 plans)

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.

$213M
total plan assets (2024 EOY): 632
covered participants: 95th
percentile by assets (of 116,472 plans): $337,656
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Missouri

Industry

Construction

IBEW-NECA Retirement Plan vs the 2024 asset distribution

By assets, IBEW-NECA Retirement Plan outranks 95% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.1x the national average plan size of $100M (730 average participants).

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)

Total plan assets by year, all Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 plans on file

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.

IBEW-NECA Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants

Boilermakers National Annuity Trust $1.3B · 18,034
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
Alberici Companies Retirement Plan $182M · 415

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

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to IBEW-NECA Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

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

IBEW-NECA Retirement Plan grew at a solid clip - up 11.1% during 2024, from $192M to $213M. Reported net income was $21M.

How have Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bd of Trustees IBEW-NECA Retirement Plan Local Union 257's sponsor-wide assets grew 32.1%, from $162M to $213M.

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

IBEW-NECA Retirement Plan ranks in the 95th 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 Profit Sharing plans are similar in size to IBEW-NECA Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Three Rivers Annuity Fund in OH ($214M, 960 participants).

Next read for IBEW-NECA Retirement Plan

Scale reading

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

By total assets, IBEW-NECA 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 Profit Sharing plans in Missouri. Compare plans
Bd of Trustees IBEW-NECA Retirement Plan Local Union 257's sponsor-wide assets have grown 32.1% 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 431188395.

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.