Money Purchase · DOL Form 5500 · 2024
IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee Money Purchase Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 270
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $220,456
- Avg per participant Above avg balance/head
Official DOL plan name: IBEW Local 13 Retirement Plan · Sponsored by IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee · Iowa · Construction
$60M in assets, 270 participants
IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee's IBEW Local 13 Retirement Plan reported $60M in total assets and 270 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #7,600 in Construction (9,039 peers)
Coverage in Iowa
IBEW Local 13 Retirement Plan covers 270 participants in Iowa, about 44% of the average Iowa filer (state average ~609 per filing). Assets: $60M.
- #7,600
- in Construction (9,039 peers)
- +12.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
IBEW Local 13 Retirement Plan's outsized position by total assets
IBEW Local 13 Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$59,523,069 Top 14% higher than 86% 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 Local 13 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 Local 13 Retirement Plan sits mid-pack in the medium band (270 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- IBEW Local 13 Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- IBEW Local 13 Retirement Plan reported participants rose from 234 in the plan year 2023 filing to 270 in the plan year 2024 filing.
- IBEW Local 13 Retirement Plan end-of-year assets rose from $53M in the plan year 2023 filing to $60M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 421123177 · IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee PY 2024 · Money Purchase
IBEW Local 13 Retirement Plan · $60M · 270 · 86th
- EBSA $60M
- EBSA 270
- EBSA 86th
- EBSA Money Purchase
- EBSA near Hawaii Iron Workers' Annuity Plan
- EBSA ind #7600
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 Iowa →
IBEW Local 13 Retirement Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $7M |
| Employer EIN | 421123177 |
| Plan Effective Date | 1979-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee)
Sponsor-wide plan assets over time
All IBEW Local No. 13 & Southeast Iowa Div.of NECA Joint Board of Trustee plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 24.80107237843672% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 229 | $48M |
| 2023 | 1 | 234 | $53M |
| 2024 | 1 | 270 | $60M |
Nearby Money Purchase Plans in Iowa
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Iowa Builders Retirement Plan $75M · 400
- Iron Workers Local No. 67 Defined Contribution Fund $42M · 689
- Morningside University Defined Contribution Retire $23M · 170
- Grand View University Employees' Money Purchase Plan $20M · 231
- Fidelity Money Purchase Plan $9M · 247
IBEW Local 13 Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Iowa, the nearest Money Purchase by assets is Hawaii Iron Workers' Annuity Plan in HI ($60M); by covered participants it is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT (270 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Hawaii Iron Workers' Annuity Plan (HI) $60M · 626
- Verrill Dana LLP Pension Plan (ME) $59M · 232
- Medela LLC Employees Pension Plan (IL) $60M · 400
- Qlarant Money Purchase Pension Plan (MD) $60M · 487
Similar participant headcount
Nearest other-state filings by covered participants (270 participants); asset peers above are excluded.
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (MT) 270 · 0 off
- Boston Plasterers & Cement Masons Local 534 Deferred Income Plan (MA) 271 · 1 off
- Retirement Plan for Clerical and Maintenance Employees of the University of Scranton (PA) 269 · 1 off
- Rowland Hall, Saint Mark's School 403(b) DC Plan (UT) 272 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.