Money Purchase · DOL Form 5500 · 2023

Joint Board of Trustees Alaska Electrical Pension Fund Money Purchase Plan

Data updated 2026-08-25

$223M
Total assets Near avg plan size
2,437
Participants Above avg headcount
95th
Percentile by assets National rank
$91,467
Avg per participant Below avg balance/head
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Official DOL plan name: Alaska Electrical Retirement Savings Plan · Sponsored by Joint Board of Trustees Alaska Electrical Pension Fund · Alaska · Construction

$223M in assets, 2,437 participants

Joint Board of Trustees Alaska Electrical Pension Fund's Alaska Electrical Retirement Savings Plan reported $223M in total assets and 2,437 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,514 in Construction (9,030 peers)

Coverage in Alaska

Alaska Electrical Retirement Savings Plan covers 2,437 participants in Alaska, 5.1x the typical Alaska plan (state average ~481 per filing). Assets: $223M.

#8,514
in Construction (9,030 peers)
+14.8%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Alaska Electrical Retirement Savings Plan's outsized position by total assets

Alaska Electrical Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$222,905,280 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Alaska Electrical Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alaska Electrical Retirement Savings Plan lands in the large band (2,437 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alaska Electrical Retirement Savings Plan reported net income rose from -$35M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Alaska Electrical Retirement Savings Plan end-of-year assets rose from $194M in the plan year 2022 filing to $223M in the plan year 2023 filing.
  • Alaska Electrical Retirement Savings Plan reported participants rose from 2,284 in the plan year 2022 filing to 2,437 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 926005171 · Joint Board of Trustees Alaska Electrical Pension Fund PY 2023 · Money Purchase

Alaska Electrical Retirement Savings Plan · $223M · 2,437 · 95th

  • ASSETS $223M
  • ASSETS 2,437
  • ASSETS 95th
  • ASSETS Money Purchase
  • ASSETS near Chmc Anesthesia Foundation, Inc. Money Purchase Pension Plan
  • ASSETS ind #8514

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 Alaska →

Alaska Electrical Retirement Savings Plan in the asset neighbourhood

Children's University Medical Group Pension PlanChildren's University Medica…$226MCarnegie Institution of Washington Retirement PlanCarnegie Institution of Wash…$225MAlaska Electrical Retirement Savings PlanAlaska Electrical Retirement…$223MChmc Anesthesia Foundation, Inc. Money Purchase Pension PlanChmc Anesthesia Foundation, …$223MNoblis, Inc. Qualified Retirement PlanNoblis, Inc. Qualified Retir…$222M
End-of-year total assets ($M) among Alaska Electrical Retirement Savings Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Alaska filing particulars

Total Assets (Beginning of Year)$194M
Net Assets (End of Year)$222M
Net Income$28M
Employer EIN926005171
Plan Effective Date1980-01-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees Alaska Electrical Pension Fund)

Sponsor-wide plan assets over time

All Joint Board of Trustees Alaska Electrical Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$2.3B 2.826961490414046% vs 2022
2024 filing year
$2.2B$2.25B$2.3B$2.35B 202220232024 $2.26B $2.32B ▲ +2.7%
Year Plans Participants Total Assets
2022 2 5,999 $2.3B
2023 2 6,300 $2.3B
2024 2 6,426 $2.3B

Nearby Money Purchase Plans in Alaska

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Alaska Electrical Retirement Savings Plan vs. nearby Money Purchase plans in Alaska, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Alaska Electrical Retirement Savings Plan, Total assets ($B): 0.22290528 · Participants: 2437Alaska Electrical Retirement Savings PlanNational Electrical Annuity Plan, Total assets ($B): 15.807345093 · Participants: 84425National Electrical Annuity PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Tiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanKaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement Plan
Alaska Electrical Retirement Savings Plan vs. nearby Money Purchase plans in Alaska, assets vs. participants
Compare Alaska Electrical Retirement Savings Plan side-by-side with 3 peers →

Alaska Electrical Retirement Savings Plan's out-of-state Money Purchase peers by assets and headcount

Outside Alaska, the nearest Money Purchase by assets is Chmc Anesthesia Foundation, Inc. Money Purchase Pension Plan in MA ($223M); by covered participants it is Northwestern Ohio Plumbers and Pipefitters Retirement and Trust in OH (2,443 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,437 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alaska Electrical Retirement Savings Plan assets move in 2023? ▼
Alaska Electrical Retirement Savings Plan grew at a solid clip - up 14.8% during 2023, from $194M to $223M. Reported net income was $28M.
How have Joint Board of Trustees Alaska Electrical Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees Alaska Electrical Pension Fund's sponsor-wide assets grew 2.8%, from $2.3B to $2.3B.
Where does Alaska Electrical Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Alaska Electrical Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Alaska Electrical Retirement Savings Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Chmc Anesthesia Foundation, Inc. Money Purchase Pension Plan in MA ($223M, 149 participants).
Which Money Purchase plans cover a similar participant headcount to Alaska Electrical Retirement Savings Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Northwestern Ohio Plumbers and Pipefitters Retirement and Trust in OH (2,443 participants, $343M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 926005171.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.