Defined Benefit (Pension) · DOL Form 5500 · 2022
San Diego Electrical Pension Trust Pension Plan
Data updated 2026-08-25
- $433M
- Total assets Above avg plan size
- 4,142
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $104,541
- Avg per participant Below avg balance/head
Official DOL plan name: San Diego Electrical Pension Plan · Sponsored by San Diego Electrical Pension Trust · California · Construction
$433M in assets, 4,142 participants
San Diego Electrical Pension Trust's San Diego Electrical Pension Plan reported $433M in total assets and 4,142 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,666 in Construction (9,927 peers)
Coverage in California
San Diego Electrical Pension Plan covers 4,142 participants in California, 6.6x the typical California plan (state average ~630 per filing). Assets: $433M.
- #9,666
- in Construction (9,927 peers)
- +7.6%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
San Diego Electrical Pension Plan's outsized position by total assets
San Diego Electrical Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$433,008,564 Top 2% higher than 98% 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
San Diego Electrical Pension Plan'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. San Diego Electrical Pension Plan lands in the large band (4,142 participants).
Published 5500 schedule card
Filing strip 956101801 · San Diego Electrical Pension Trust PY 2022 · Defined Benefit (Pension)
San Diego Electrical Pension Plan · $433M · 4,142 · 98th
- PCT $433M
- EIN 4,142
- RANK 98th
- PHOTO Defined Benefit (Pension)
- IND near Ochsner Clinic Foundation Retirement Plan
- EOY ind #9666
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 California →
San Diego Electrical Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $403M |
|---|---|
| Net Assets (End of Year) | $433M |
| Net Income | $30M |
| Employer EIN | 956101801 |
| Plan Effective Date | 1964-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Diego Electrical Pension Trust)
Sponsor-wide plan assets over time
All San Diego Electrical Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $558M 28.973375454994464% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,142 | $433M |
| 2023 | 1 | 4,129 | $512M |
| 2024 | 1 | 4,314 | $558M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
San Diego Electrical Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Ochsner Clinic Foundation Retirement Plan in LA ($432M); by covered participants it is Michelin Retirement Plan in SC (4,145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($433M here).
- Ochsner Clinic Foundation Retirement Plan (LA) $432M · 1,614
- American Cast Iron Pipe Company Pension Plan (AL) $432M · 869
- Newmarket Corporation and Affiliates Salaried Employees' Pension Plan (VA) $434M · 816
- Columbia Bank Retirement Plan (NJ) $432M · 333
Similar participant headcount
Nearest other-state filings by covered participants (4,142 participants); asset peers above are excluded.
- Michelin Retirement Plan (SC) 4,145 · 3 off
- Volvo Group North America Retirement Plan (NC) 4,150 · 8 off
- Eversource Pension Plan (CT) 4,126 · 16 off
- Hp Inc. Pension Plan (TX) 4,121 · 21 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.