Trustees of the National Electrical Benefit Fund retirement plan: assets, participants and fees
What Trustees of the National Electrical Benefit Fund's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Withumsmith and Brown, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,414 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Trustees of the National Electrical Benefit Fund: employer contribution per participant | $9,532 | |
| Peer median | $2,869 |
| Trustees of the National Electrical Benefit Fund: average balance | $235,912 | |
| Peer median | $95,257 |
| Trustees of the National Electrical Benefit Fund: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $40.3M at the end of plan year 2023 to $44.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 189 | $44.1M | $1.8M | $9,532 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 174 | $40.3M | $1.6M | $9,428 | 0.11% | Not published | Form 5500 ↗ |
Other Trustees of the National Electrical Benefit Fund plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
National Electrical Benefit Fund
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | ADP | Schedule C ↗ |
| Independent auditor | Withumsmith+brown P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Trustees of the National Electrical Benefit Fund match 401(k) contributions?
The match terms for the National Electrical Benefit Fund Defined Contribution Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $9,532 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of the National Electrical Benefit Fund 401(k) match vested?
The vesting schedule for the National Electrical Benefit Fund Defined Contribution Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of the National Electrical Benefit Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is National Electrical Benefit Fund.
I left Trustees of the National Electrical Benefit Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Electrical Benefit Fund, (202) 467-0610) or the recordkeeper, Fidelity Investments Institutional. The Trustees of the National Electrical Benefit Fund old 401(k) page lists the contacts from every plan filing. Find an old Trustees of the National Electrical Benefit Fund 401(k)
Data from the public Form 5500 annual reports Trustees of the National Electrical Benefit Fund filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Trustees of the National Electrical Benefit Fund. Not financial advice. Report a correction · Methodology