Money Purchase · DOL Form 5500 · 2024
Board of Trustees, Orange County IBEW-NECA Electrical Money Purchase Plan
Data updated 2026-08-25
- $335M
- Total assets Above avg plan size
- 4,246
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $79,003
- Avg per participant Below avg balance/head
Official DOL plan name: Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan · Sponsored by Board of Trustees, Orange County IBEW-NECA Electrical · California · Construction
$335M in assets, 4,246 participants
Board of Trustees, Orange County IBEW-NECA Electrical's Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan reported $335M in total assets and 4,246 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #8,636 in Construction (9,039 peers)
Coverage in California
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan covers 4,246 participants in California, 6.7x the typical California plan (state average ~630 per filing). Assets: $335M.
- #8,636
- in Construction (9,039 peers)
- +11.3%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan's outsized position by total assets
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$335,447,327 Top 4% higher than 96% 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
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan lands in the large band (4,246 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan reported participants fell from 5,550 in the plan year 2023 filing to 4,246 in the plan year 2024 filing.
- Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan reported net income fell from $39M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan end-of-year assets rose from $301M in the plan year 2023 filing to $335M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 760759816 · Board of Trustees, Orange County IBEW-NECA Electrical PY 2024 · Money Purchase
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan · $335M · 4,246 · 96th
- SCH $335M
- EBSA 4,246
- PART 96th
- TYPE Money Purchase
- NET near Duane Morris Retirement Plan
- BOOK ind #8636
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 California →
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $301M |
|---|---|
| Net Assets (End of Year) | $335M |
| Net Income | $34M |
| Employer EIN | 760759816 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Orange County IBEW-NECA Electrical)
Sponsor-wide plan assets over time
All Board of Trustees, Orange County IBEW-NECA Electrical plans reported in each filing year
- Latest sponsor-wide plan assets
- $335M 28.10631484383651% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,470 | $262M |
| 2023 | 1 | 5,550 | $301M |
| 2024 | 1 | 4,246 | $335M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Duane Morris Retirement Plan in PA ($338M); by covered participants it is Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund in WA (4,204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($335M here).
- Duane Morris Retirement Plan (PA) $338M · 484
- Plumbers Union Local No 12 Annuity Plan (MA) $332M · 2,607
- Pavers & Road Builders DC Annuity Fund (NY) $343M · 2,816
- Samaritan Health Services Retirement Plan (OR) $321M · 5,342
Similar participant headcount
Nearest other-state filings by covered participants (4,246 participants); asset peers above are excluded.
- Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund (WA) 4,204 · 42 off
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) 4,152 · 94 off
- Michigan Laborers' Annuity Fund (MI) 4,355 · 109 off
- NECA-IBEW Pension Benefit Trust Fund (MO) 4,119 · 127 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.