Money Purchase · DOL Form 5500 · 2022
Board of Trustees - Southern Electrical Retirement Fund Money Purchase Plan
Data updated 2026-08-06
- $1.7B
- Total assets
- 10,582
- Participants
- 99th
- Percentile by assets
- $162,694
- Avg per participant
Official DOL plan name: Southern Electrical Retirement Fund · Sponsored by Board of Trustees - Southern Electrical Retirement Fund · Tennessee · Construction
$1.7B in assets, 10,582 participants
Board of Trustees - Southern Electrical Retirement Fund's Southern Electrical Retirement Fund reported $1.7B in total assets and 10,582 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,258 plans)
- #9,885 in Construction (9,938 peers)
Coverage in Tennessee
Southern Electrical Retirement Fund covers 10,582 participants in Tennessee, 9.4x the typical Tennessee plan (state average ~1,122 per filing). Assets: $1.7B.
- $1.7B
- total plan assets (2022 EOY)
- 10,582
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $162,694
- avg assets per participant
The plan reported a net loss of $205M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,122 participants across 2,228 plans. Southern Electrical Retirement Fund reports 10,582 participants - 9.4x that state average ($1.7B EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | -$205M |
| Employer EIN | 626125711 |
| Plan Effective Date | 1975-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Southern Electrical Retirement Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,582 | $1.7B |
| 2023 | 1 | 11,228 | $1.9B |
| 2024 | 1 | 11,461 | $2.2B |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Southern Electrical Retirement Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $331M · 1,999
- U.a. Local Union No. 614 Pension Plan $166M · 1,308
- Midwest Pipe Trades Retirement Plan $159M · 1,481
- Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan $98M · 853
- IBEW Local Union No. 915 Pension-Annuity Fund $85M · 1,794
Scale composition for Southern Electrical Retirement Fund
Southern Electrical Retirement Fund reports $1.7B in end-of-year assets across 10,582 participants (0.015% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.012% of 89,805,449 covered participants) - about $162,694 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was -$205M.
This plan identity (EIN 626125711, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.2B (+27.3%) while covered participants moved from 10,582 to 11,461 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,582 | $1.7B | This page |
| 2023 | 11,228 | $1.9B | Open filing |
| 2024 · index core | 11,461 | $2.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Southern Electrical Retirement Fund (Money Purchase, $2.2B, 11,461 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Southern Electrical Retirement Fund by total assets, not by location.
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan (NY) $1.7B · 11,845
- Retirement Income Plan for Teaching Faculty of Harvard University (MA) $1.9B · 2,698
- UPS/Ipa Defined Contribution Money Purchase Pension Plan (KY) $1.9B · 2,162
- International Brotherhood of Electrical Workers District No.9 Pension Plan (OR) $1.9B · 27,536
Frequently Asked Questions
How did Southern Electrical Retirement Fund assets move in 2022? ▼
How have Board of Trustees - Southern Electrical Retirement Fund plan assets changed over time? ▼
Where does Southern Electrical Retirement Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Southern Electrical Retirement Fund? ▼
Next read for Southern Electrical Retirement Fund
Filing takeaways
Ways to act on Southern Electrical Retirement Fund's numbers.
- By total assets, Southern Electrical Retirement Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Tennessee. Compare plans
- Board of Trustees - Southern Electrical Retirement Fund's sponsor-wide assets have grown 27.3% since 2022 across 3 plan years on file. More Construction plans