Money Purchase · DOL Form 5500 · 2024
Board of Trustees, Orange County IBEW-NECA Electrical Money Purchase Plan
Data updated 2026-08-11
- $335M
- Total assets
- 4,246
- Participants
- 96th
- Percentile by assets
- $79,003
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $335M
- total plan assets (2024 EOY)
- 4,246
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $79,003
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan reports 4,246 participants - 6.7x that state average ($335M EOY assets).
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)
| 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.
Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan assets move in 2024? ▼
How have Board of Trustees, Orange County IBEW-NECA Electrical plan assets changed over time? ▼
Where does Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan? ▼
Next read for Orange County IBEW-NECA Electrical Worke…
Filing takeaways
Ways to act on Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan's numbers.
- By total assets, Orange County IBEW-NECA Electrical Workers Defined Contribution Pension 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 California. Compare plans
- Board of Trustees, Orange County IBEW-NECA Electrical's sponsor-wide assets have grown 28.1% since 2022 across 3 plan years on file. More Construction plans