401(k) · DOL Form 5500 · 2023
Board of Trustees, San Francisco Electrical Workers 401(k) Plan
Data updated 2026-08-25
- $595M
- Total assets Above avg plan size
- 2,437
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $244,076
- Avg per participant Above avg balance/head
Official DOL plan name: San Francisco Electrical Workers Retirement Savings Plan · Sponsored by Board of Trustees, San Francisco Electrical Workers · California · Construction
$595M in assets, 2,437 participants
Board of Trustees, San Francisco Electrical Workers's San Francisco Electrical Workers Retirement Savings Plan reported $595M in total assets and 2,437 participants in its 2023 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.
- #8,819 in Construction (9,030 peers)
Coverage in California
San Francisco Electrical Workers Retirement Savings Plan covers 2,437 participants in California, 3.9x the typical California plan (state average ~630 per filing). Assets: $595M.
- #8,819
- in Construction (9,030 peers)
- +18.0%
- assets growth YoY
- 6.0×
- vs typical plan assets (national mean)
San Francisco Electrical Workers Retirement Savings Plan's outsized position by total assets
San Francisco Electrical Workers Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$594,812,428 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
San Francisco Electrical Workers 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. San Francisco Electrical Workers Retirement Savings Plan lands in the large band (2,437 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Francisco Electrical Workers Retirement Savings Plan reported net income rose from -$75M in the plan year 2022 filing to $90M in the plan year 2023 filing.
- San Francisco Electrical Workers Retirement Savings Plan end-of-year assets rose from $504M in the plan year 2022 filing to $595M in the plan year 2023 filing.
- San Francisco Electrical Workers Retirement Savings Plan reported participants fell from 2,569 in the plan year 2022 filing to 2,437 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 946062674 · Board of Trustees, San Francisco Electrical Workers PY 2023 · 401(k)
San Francisco Electrical Workers Retirement Savings Plan · $595M · 2,437 · 98th
- RANK $595M
- PHOTO 2,437
- IND 98th
- EOY 401(k)
- 5500 near Stagwell Global 401(k) Plan
- ASSETS ind #8819
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 Francisco Electrical Workers Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $504M |
|---|---|
| Net Assets (End of Year) | $507M |
| Net Income | $90M |
| Employer EIN | 946062674 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, San Francisco Electrical Workers)
Sponsor-wide plan assets over time
All Board of Trustees, San Francisco Electrical Workers plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 22.379106436280416% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,409 | $1.1B |
| 2023 | 2 | 4,116 | $1.3B |
| 2024 | 2 | 3,693 | $1.4B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
San Francisco Electrical Workers Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Stagwell Global 401(k) Plan in DC ($595M); by covered participants it is American United Life Progress Sharing Plan and Trust in IN (2,436 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($595M here).
- Stagwell Global 401(k) Plan (DC) $595M · 7,161
- White Cap 401(k) Retirement Plan (GA) $595M · 8,660
- Avantor Retirement Savings 401(k) Plan and Trust (PA) $594M · 6,128
- Helena Agri-Enterprises, LLC Savings Plan (TN) $595M · 5,662
Similar participant headcount
Nearest other-state filings by covered participants (2,437 participants); asset peers above are excluded.
- American United Life Progress Sharing Plan and Trust (IN) 2,436 · 1 off
- Hallmark Affiliates Employee Savings Plan (MO) 2,438 · 1 off
- The Lane Construction Corporation 401(k) Savings Plan (NC) 2,435 · 2 off
- Aptargroup, Inc. Profit Sharing and Savings Plan (IL) 2,441 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.