Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, Kern County Electrical Workers Pension Plan

Data updated 2026-08-25

$162M
Total assets Near avg plan size
481
Participants Below avg headcount
95th
Percentile by assets National rank
$337,168
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kern County Electrical Workers Pension Fund · Sponsored by Board of Trustees, Kern County Electrical Workers · California · Construction

$162M in assets, 481 participants

Board of Trustees, Kern County Electrical Workers's Kern County Electrical Workers Pension Fund reported $162M in total assets and 481 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #9,324 in Construction (9,927 peers)

Where Kern County Electrical Workers Pension Fund sits by assets

Kern County Electrical Workers Pension Fund sits in the top 5% of all filed plans by assets, $162M for 481 participants (~$337,168/participant), down 10.3% in 2022.

#9,324
in Construction (9,927 peers)
-10.3%
assets change YoY
1.6×
vs typical plan assets (national mean)

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.

Kern County Electrical Workers Pension Fund's outsized position by total assets

Kern County Electrical Workers Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$162,177,728 Top 5% higher than 95% of 139,123 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 2022

Kern County Electrical Workers Pension Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kern County Electrical Workers Pension Fund sits mid-pack in the medium band (481 participants).

Plan-year Form 5500 strip

Filing strip 956123049 · Board of Trustees, Kern County Electrical Workers PY 2022 · Defined Benefit (Pension)

Kern County Electrical Workers Pension Fund · $162M · 481 · 95th

  • PART $162M
  • PART 481
  • PART 95th
  • PART Defined Benefit (Pension)
  • PART near Norton Healthcare, Inc. Retirement Plan
  • PART ind #9324

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 →

Kern County Electrical Workers Pension Fund in the asset neighbourhood

Kern County Electrical Workers Pension FundKern County Electrical Worke…$162MNorton Healthcare, Inc. Retirement PlanNorton Healthcare, Inc. Reti…$162MDhl Retirement Pension Plan$162MBristol-Myers Squibb Puerto Rico Inc, Retirement Income PlanBristol-Myers Squibb Puerto …$162MRetirement Plan and Trust for Employees of Credit Human Federal Credit UnionRetirement Plan and Trust fo…$162M
End-of-year total assets ($M) among Kern County Electrical Workers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$181M
Net Assets (End of Year)$162M
Net Income-$19M
Employer EIN956123049
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees, Kern County Electrical Workers plans reported in each filing year

Latest sponsor-wide plan assets
$201M 23.88055898772981% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $162M $201M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 481 $162M
2023 1 652 $181M
2024 1 689 $201M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kern County Electrical Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Kern County Electrical Workers Pension Fund, Total assets ($B): 0.162177728 · Participants: 481Kern County Electrical Workers Pension FundKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Kern County Electrical Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Kern County Electrical Workers Pension Fund side-by-side with 3 peers →

Kern County Electrical Workers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Norton Healthcare, Inc. Retirement Plan in KY ($162M); by covered participants it is Amerisure Mutual Insurance Company Cash Balance Pension Plan in MI (482 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (481 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kern County Electrical Workers Pension Fund assets move in 2022? ▼
Kern County Electrical Workers Pension Fund pulled back noticeably - down 10.3% during 2022, from $181M to $162M. Reported net income was -$19M.
How have Board of Trustees, Kern County Electrical Workers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Kern County Electrical Workers's sponsor-wide assets grew 23.9%, from $162M to $201M.
Where does Kern County Electrical Workers Pension Fund rank by assets among Form 5500 filers? ▼
Kern County Electrical Workers Pension Fund ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Kern County Electrical Workers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Norton Healthcare, Inc. Retirement Plan in KY ($162M, 2,756 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kern County Electrical Workers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Amerisure Mutual Insurance Company Cash Balance Pension Plan in MI (482 participants, $86M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

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