Money Purchase · DOL Form 5500 · 2022
Board of Trustees - Southern Electrical Retirement Fund Money Purchase Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 10,582
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $162,694
- Avg per participant Above avg balance/head
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.
- #9,874 in Construction (9,927 peers)
Coverage in Tennessee
Southern Electrical Retirement Fund covers 10,582 participants in Tennessee, 9.4x the typical Tennessee plan (state average ~1,126 per filing). Assets: $1.7B.
- #9,874
- in Construction (9,927 peers)
- -9.6%
- assets change YoY
- 17×
- vs typical plan assets (national mean)
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.
Southern Electrical Retirement Fund's outsized position by total assets
Southern Electrical Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,721,628,674 Top 1% higher than 99% 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
Southern Electrical Retirement Fund's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Electrical Retirement Fund is a mega filing (10,582 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 626125711 · Board of Trustees - Southern Electrical Retirement Fund PY 2022 · Money Purchase
Southern Electrical Retirement Fund · $1.7B · 10,582 · 99th
- ASSETS $1.7B
- PCT 10,582
- EIN 99th
- RANK Money Purchase
- PHOTO near McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan
- IND ind #9874
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 Tennessee →
Southern Electrical Retirement Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees - Southern Electrical Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.2B 27.293659724442996% vs 2022
- 2024 filing year
| 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.
- 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 (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 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)
Southern Electrical Retirement Fund's out-of-state Money Purchase peers by assets and headcount
Outside Tennessee, the nearest Money Purchase by assets is McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan in NY ($1.7B); by covered participants it is North Central States Regional Council of Carpenters Supplemental Retirement Plan in WI (9,656 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (10,582 participants); asset peers above are excluded.
- North Central States Regional Council of Carpenters Supplemental Retirement Plan (WI) 9,656 · 926 off
- Ufcw No. California Food Employers Joint Individual Account Plan (CA) 11,684 · 1,102 off
- Tiaa Retirement Plan (NY) 11,825 · 1,243 off
- Alcon Retirement Plan (TX) 9,281 · 1,301 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.