Money Purchase · DOL Form 5500 · 2022
Board of Trustees of Carolina Electrical Workers Retirement Fund Money Purchase Plan
Data updated 2026-08-25
- $128M
- Total assets Near avg plan size
- 5,169
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $24,669
- Avg per participant Low balance/head
Official DOL plan name: Carolina Electrical Workers Retirement Fund · Sponsored by Board of Trustees of Carolina Electrical Workers Retirement Fund · Utah · Construction
$128M in assets, 5,169 participants
Board of Trustees of Carolina Electrical Workers Retirement Fund's Carolina Electrical Workers Retirement Fund reported $128M in total assets and 5,169 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #9,212 in Construction (9,927 peers)
Coverage in Utah
Carolina Electrical Workers Retirement Fund covers 5,169 participants in Utah, 8.7x the typical Utah plan (state average ~592 per filing). Assets: $128M.
- #9,212
- in Construction (9,927 peers)
- -11.7%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carolina Electrical Workers Retirement Fund's outsized position by total assets
Carolina Electrical Workers Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$127,512,361 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Carolina Electrical Workers Retirement Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carolina Electrical Workers Retirement Fund lands in the large band (5,169 participants).
Published 5500 schedule card
Filing strip 561351864 · Board of Trustees of Carolina Electrical Workers Retirement Fund PY 2022 · Money Purchase
Carolina Electrical Workers Retirement Fund · $128M · 5,169 · 94th
- 5500 $128M
- 5500 5,169
- 5500 94th
- 5500 Money Purchase
- 5500 near Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
- 5500 ind #9212
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 Utah →
Carolina Electrical Workers Retirement Fund in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | -$17M |
| Employer EIN | 561351864 |
| Plan Effective Date | 1992-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Carolina Electrical Workers Retirement Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Carolina Electrical Workers Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $154M 20.776119893192156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,169 | $128M |
| 2023 | 1 | 5,806 | $136M |
| 2024 | 1 | 6,154 | $154M |
Nearby Money Purchase Plans in Utah
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Oocl (USA) Inc. Defined Contribution Pension Plan $82M · 455
- Rowland Hall, Saint Mark's School 403(b) DC Plan $34M · 249
- Southeastern Ironworkers Annuity Plan $33M · 3,457
- Nbcc Retirement Plan $2M · 9
- Western States Water Council Money Purchase Pension Plan $2M · 6
Scale composition for Carolina Electrical Workers Retirement Fund
Carolina Electrical Workers Retirement Fund reports $128M in end-of-year assets across 5,169 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $24,669 per participant (18% of the national average assets-per-participant) . Net income for plan year 2022 was -$17M.
This plan identity (EIN 561351864, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $128M to $154M (+20.8%) while covered participants moved from 5,169 to 6,154 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,169 | $128M | This page |
| 2023 | 5,806 | $136M | Open filing |
| 2024 · index core | 6,154 | $154M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Carolina Electrical Workers Retirement Fund (Money Purchase, $154M, 6,154 participants)
Carolina Electrical Workers Retirement Fund's out-of-state Money Purchase peers by assets and headcount
Outside Utah, the nearest Money Purchase by assets is Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton in PA ($126M); by covered participants it is Iron Workers Locals 40,361, & 417 Annuity Fund in NY (5,068 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($128M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,169 participants); asset peers above are excluded.
- Iron Workers Locals 40,361, & 417 Annuity Fund (NY) 5,068 · 101 off
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust (CA) 5,280 · 111 off
- Local 68 Engineers Union Annuity Plan (NJ) 5,455 · 286 off
- Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan (CA) 5,470 · 301 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.