San Diego Electrical Pension Trust Pension Plan

Defined Benefit (Pension) · DOL Form 5500 · 2022

What the Filing Says About San Diego Electrical Pension Plan

San Diego Electrical Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by San Diego Electrical Pension Trust, headquartered in California. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $433M in total end-of-year assets and covers 4,142 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 956101801, and the plan has been effective since 1964-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $403M at the beginning of 2022 to $433M at year-end - up 7.6%. Net assets (after liabilities) closed the year at $433M, with reported net income of $30M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years San Diego Electrical Pension Trust has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $433M to $512M, a gain of 18.2%, while reported participants moved from 4,142 to 4,129 (-0.3%). Year-by-year, sponsor-wide filings show: 2022 - $433M in assets across 1 plan covering 4,142 participants; 2023 - $512M in assets across 1 plan covering 4,129 participants.

By assets, San Diego Electrical Pension Plan outranks 98% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.3x the national average plan size of $100M and 730 average participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank San Diego Electrical Pension Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.