Money Purchase · DOL Form 5500 · 2024

Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund Money Purchase Plan

Data updated 2026-08-25

$489M
Total assets Above avg plan size
944
Participants Near avg headcount
97th
Percentile by assets National rank
$518,418
Avg per participant High balance/head
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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.

  • #8,756 in Construction (9,039 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.

#8,756
in Construction (9,039 peers)
+4.6%
assets growth YoY
4.9×
vs typical plan assets (national mean)

NECA-IBEW Local 364 Defined Contribution Plan's outsized position by total assets

NECA-IBEW Local 364 Defined Contribution Plan vs every filed plan by assets

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

$489,386,942 Top 3% higher than 97% 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 364 Defined Contribution 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. NECA-IBEW Local 364 Defined Contribution Plan sits mid-pack in the medium band (944 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 363306560 · Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund PY 2024 · Money Purchase

NECA-IBEW Local 364 Defined Contribution Plan · $489M · 944 · 97th

  • RANK $489M
  • RANK 944
  • RANK 97th
  • RANK Money Purchase
  • RANK near Western States Insulators and Allied Workers Individual Account Plan
  • RANK ind #8756

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 Illinois →

NECA-IBEW Local 364 Defined Contribution Plan in the asset neighbourhood

Brewery Conference/Anheuser-Busch Defined Contribution PlanBrewery Conference/Anheuser-…$505MThe Association of University Physicians Pension PlanThe Association of Universit…$499MNECA-IBEW Local 364 Defined Contribution PlanNECA-IBEW Local 364 Defined …$489MWestern States Insulators and Allied Workers Individual Account PlanWestern States Insulators an…$487M112/73 Retirement Plan NECA-IBEW112/73 Retirement Plan NECA-…$479M
End-of-year total assets ($M) among NECA-IBEW Local 364 Defined Contribution Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$468M
Net Assets (End of Year)$488M
Net Income$24M
Employer EIN363306560
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund)

Sponsor-wide plan assets over time

All Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$489M 17.204994300808973% vs 2022
2024 filing year
$400M$450M$500M 202220232024 $418M $489M ▲ +17.2%
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 Scatter plot of 6 data points. 5001000150020002500 02004006008001000 Total assets ($M) Participants NECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 489.386942 · Participants: 944NECA-IBEW Local 364 Defined Contribution PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 795.953748 · Participants: 1782Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 724.821974 · Participants: 2204NECA-IBEW Local 176 Pension Trust FundInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 215.659803 · Participants: 1188International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 209.670961 · Participants: 936Sheet Metal Workers Local 219 Retirement Savings FundSheet Metal Workers Local 91 Annuity Plan, Total assets ($M): 176.496252 · Participants: 638Sheet Metal Workers Local 91 Annuity Plan
NECA-IBEW Local 364 Defined Contribution Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants

NECA-IBEW Local 364 Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Western States Insulators and Allied Workers Individual Account Plan in CA ($487M); by covered participants it is IBEW Local No. 82 Defined Contribution Plan in PA (945 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (944 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 364 Defined Contribution Plan assets move in 2024? ▼
NECA-IBEW Local 364 Defined Contribution Plan edged up modestly - up 4.6% during 2024, from $468M to $489M. Reported net income was $24M.
How have Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund's sponsor-wide assets grew 17.2%, from $418M to $489M.
Where does NECA-IBEW Local 364 Defined Contribution Plan rank by assets among Form 5500 filers? ▼
NECA-IBEW Local 364 Defined Contribution Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to NECA-IBEW Local 364 Defined Contribution Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Western States Insulators and Allied Workers Individual Account Plan in CA ($487M, 6,552 participants).
Which Money Purchase plans cover a similar participant headcount to NECA-IBEW Local 364 Defined Contribution Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is IBEW Local No. 82 Defined Contribution Plan in PA (945 participants, $98M in assets).