Money Purchase · DOL Form 5500 · 2024
Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund Money Purchase Plan
Data updated 2026-08-06
- $489M
- Total assets
- 944
- Participants
- 97th
- Percentile by assets
- $518,418
- Avg per participant
Official DOL plan name: NECA-IBEW Local 364 Defined Contribution Plan · Sponsored by Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund · Illinois · Construction
$489M in assets, 944 participants
Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund's NECA-IBEW Local 364 Defined Contribution Plan reported $489M in total assets and 944 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 116,472 plans)
- #8,079 in Construction (8,304 peers)
Where NECA-IBEW Local 364 Defined Contribution Plan sits by assets
NECA-IBEW Local 364 Defined Contribution Plan sits in the top 5% of all filed plans by assets, $489M for 944 participants (~$518,418/participant), up 4.6% in 2024.
- $489M
- total plan assets (2024 EOY)
- 944
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $518,418
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- NECA-IBEW Local 364 Defined Contribution Plan reported net income fell from $53M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- NECA-IBEW Local 364 Defined Contribution Plan reported participants rose from 763 in the plan year 2023 filing to 944 in the plan year 2024 filing.
- NECA-IBEW Local 364 Defined Contribution Plan end-of-year assets rose from $468M in the plan year 2023 filing to $489M in the plan year 2024 filing.
NECA-IBEW Local 364 Defined Contribution Plan vs the 2024 asset distribution
By assets, NECA-IBEW Local 364 Defined Contribution Plan outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.9x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $468M |
|---|---|
| Net Assets (End of Year) | $488M |
| Net Income | $24M |
| Employer EIN | 363306560 |
| Plan Effective Date | 1984-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 320 | $418M |
| 2023 | 1 | 763 | $468M |
| 2024 | 1 | 944 | $489M |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
NECA-IBEW Local 364 Defined Contribution Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
- Retirement Plan for Employees of Fermi Research Alliance, LLC $796M · 1,782
- NECA-IBEW Local 176 Pension Trust Fund $725M · 2,204
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $216M · 1,188
- Sheet Metal Workers Local 219 Retirement Savings Fund $210M · 936
- Sheet Metal Workers Local 91 Annuity Plan $176M · 638
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to NECA-IBEW Local 364 Defined Contribution Plan by total assets, not by location.
- Western States Insulators and Allied Workers Individual Account Plan (CA) $487M · 6,552
- The Association of University Physicians Pension Plan (WA) $499M · 2,817
- 112/73 Retirement Plan NECA-IBEW (WA) $479M · 6,174
- Brewery Conference/Anheuser-Busch Defined Contribution Plan (MO) $505M · 2,581
Frequently Asked Questions
How did NECA-IBEW Local 364 Defined Contribution Plan assets move in 2024? ▼
How have Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund plan assets changed over time? ▼
Where does NECA-IBEW Local 364 Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to NECA-IBEW Local 364 Defined Contribution Plan? ▼
Next read for NECA-IBEW Local 364 Defined Contribution…
Scale reading
Ways to act on NECA-IBEW Local 364 Defined Contribution Plan's numbers.
- By total assets, NECA-IBEW Local 364 Defined Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Illinois. Compare plans
- Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund's sponsor-wide assets have grown 17.2% since 2022 across 3 plan years on file. More Construction plans