Other
2022 plan-year Other DOL Form 5500

Kern County Electrical Workers Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, Kern County Electrical Workers · California · Construction

What the 2023 filing shows

Kern County Electrical Workers Pension Fund holds $162M for 481 participants — about $337,168 per participant, down 10.3% over the 2022 plan year.

$162M
total plan assets (2022 EOY)
481
covered participants
$337,168
avg assets per participant
-10.3%
assets change YoY

The plan reported a net loss of $19M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$162M
Participants
481
State
Industry
Construction

What the Filing Says About Kern County Electrical Workers Pension Fund

Kern County Electrical Workers Pension Fund is a Other retirement plan sponsored by Board of Trustees, Kern County Electrical Workers, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $162M in total end-of-year assets and covers 481 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 956123049, and the plan has been effective since 1965-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $181M at the beginning of 2022 to $162M at year-end — a decline of 10.3%. Net assets (after liabilities) closed the year at $162M, with reported net income of $-18,627,906 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$181M
Total Assets (End of Year)$162M
Net Assets (End of Year)$162M
Net Income$-18,627,906
Plan TypeOther
Employer EIN956123049
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Kern County Electrical Workers)

Year Plans Participants Total Assets
2022 1 481 $162M
2023 1 652 $181M
2024 1 689 $201M

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Kern County Electrical Workers Pension Fund?
As of the 2022 Form 5500 filing, Kern County Electrical Workers Pension Fund holds $162M in total assets with 481 participants. It is sponsored by Board of Trustees, Kern County Electrical Workers.
What type of plan is Kern County Electrical Workers Pension Fund?
Kern County Electrical Workers Pension Fund is a Other plan. It has been effective since 1965-01-01. The plan is filed with the U.S. Department of Labor under EIN 956123049.
Who sponsors the Kern County Electrical Workers Pension Fund?
Kern County Electrical Workers Pension Fund is sponsored by Board of Trustees, Kern County Electrical Workers, located in California. The sponsor's EIN is 956123049 and the plan operates in the Construction industry.
How did Kern County Electrical Workers Pension Fund perform in 2022?
Kern County Electrical Workers Pension Fund declined by 10.3% during 2022, moving from $181M to $162M in total assets. Net income was $-18,627,906.
Where can I find official filings for Kern County Electrical Workers Pension Fund?
Official Form 5500 filings for Kern County Electrical Workers Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 956123049 or plan name at efast.dol.gov.
How does Kern County Electrical Workers Pension Fund compare to other plans?
You can compare Kern County Electrical Workers Pension Fund against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 956123049.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.