Money Purchase · DOL Form 5500 · 2022
Board of Trustees, Sacramento Area Electrical Workers Money Purchase Plan
Data updated 2026-08-06
- $253M
- Total assets
- 1,137
- Participants
- 96th
- Percentile by assets
- $222,099
- Avg per participant
Official DOL plan name: Sacramento Area Electrical Workers Pension and Profit Sharing Plan · Sponsored by Board of Trustees, Sacramento Area Electrical Workers · California · Construction
$253M in assets, 1,137 participants
Board of Trustees, Sacramento Area Electrical Workers's Sacramento Area Electrical Workers Pension and Profit Sharing Plan reported $253M in total assets and 1,137 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,258 plans)
- #9,515 in Construction (9,938 peers)
Where Sacramento Area Electrical Workers Pension and Profit Sharing Plan sits by assets
Sacramento Area Electrical Workers Pension and Profit Sharing Plan sits in the top 5% of all filed plans by assets, $253M for 1,137 participants (~$222,099/participant), down 13.3% in 2022.
- $253M
- total plan assets (2022 EOY)
- 1,137
- covered participants
- 96th
- percentile by assets (of 139,258 plans)
- $222,099
- avg assets per participant
The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sacramento Area Electrical Workers Pension and Profit Sharing Plan vs the 2022 asset distribution
By assets, Sacramento Area Electrical Workers Pension and Profit Sharing Plan outranks 96% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.5x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $291M |
|---|---|
| Net Assets (End of Year) | $252M |
| Net Income | -$38M |
| Employer EIN | 942773478 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Sacramento Area Electrical Workers)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,137 | $253M |
| 2023 | 1 | 1,118 | $296M |
| 2024 | 1 | 1,140 | $327M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Sacramento Area Electrical Workers Pension and Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Sacramento Area Electrical Workers Pension and Profit Sharing Plan by total assets, not by location.
- IBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan B (NE) $252M · 3,047
- St. Paul Electrical Construction Workers Supplemental Pension Plan (MN) $254M · 3,075
- Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund (NY) $250M · 1,488
- Local Union 400 IBEW Joint Annuity Plan (NJ) $250M · 677
Frequently Asked Questions
How did Sacramento Area Electrical Workers Pension and Profit Sharing Plan assets move in 2022? ▼
How have Board of Trustees, Sacramento Area Electrical Workers plan assets changed over time? ▼
Where does Sacramento Area Electrical Workers Pension and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Next read for Sacramento Area Electrical Workers Pensi…
Scale reading
Ways to act on Sacramento Area Electrical Workers Pension and Profit Sharing Plan's numbers.
- By total assets, Sacramento Area Electrical Workers Pension and Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees, Sacramento Area Electrical Workers's sponsor-wide assets have grown 29.4% since 2022 across 3 plan years on file. More Construction plans