Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Kern County Electrical Workers Pension Plan
Data updated 2026-08-25
- $181M
- Total assets Near avg plan size
- 652
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $277,117
- Avg per participant High balance/head
Official DOL plan name: Kern County Electrical Workers Pension Fund · Sponsored by Board of Trustees, Kern County Electrical Workers · California · Construction
$181M in assets, 652 participants
Board of Trustees, Kern County Electrical Workers's Kern County Electrical Workers Pension Fund reported $181M in total assets and 652 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #8,405 in Construction (9,030 peers)
Where Kern County Electrical Workers Pension Fund sits by assets
Kern County Electrical Workers Pension Fund sits in the top 10% of all filed plans by assets, $181M for 652 participants (~$277,117/participant), up 11.4% in 2023.
- #8,405
- in Construction (9,030 peers)
- +11.4%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Kern County Electrical Workers Pension Fund's outsized position by total assets
Kern County Electrical Workers Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$180,680,486 Top 6% higher than 94% 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
Kern County Electrical Workers Pension Fund among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kern County Electrical Workers Pension Fund sits mid-pack in the medium band (652 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kern County Electrical Workers Pension Fund reported net income rose from -$19M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Kern County Electrical Workers Pension Fund reported participants rose from 481 in the plan year 2022 filing to 652 in the plan year 2023 filing.
- Kern County Electrical Workers Pension Fund end-of-year assets rose from $162M in the plan year 2022 filing to $181M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 956123049 · Board of Trustees, Kern County Electrical Workers PY 2023 · Defined Benefit (Pension)
Kern County Electrical Workers Pension Fund · $181M · 652 · 94th
- RANK $181M
- PHOTO 652
- IND 94th
- EOY Defined Benefit (Pension)
- 5500 near Ada Employees' Retirement Plan
- ASSETS ind #8405
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 →
Kern County Electrical Workers Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $162M |
|---|---|
| Net Assets (End of Year) | $179M |
| Net Income | $17M |
| Employer EIN | 956123049 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Kern County Electrical Workers)
Sponsor-wide plan assets over time
All Board of Trustees, Kern County Electrical Workers plans reported in each filing year
- Latest sponsor-wide plan assets
- $201M 23.88055898772981% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 481 | $162M |
| 2023 | 1 | 652 | $181M |
| 2024 | 1 | 689 | $201M |
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 $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Kern County Electrical Workers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Ada Employees' Retirement Plan in IL ($181M); by covered participants it is Chicago Tile Institute Pension Fund in IL (652 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($181M here).
- Ada Employees' Retirement Plan (IL) $181M · 399
- Transit Management of Southeast Louisiana, Inc. Retirement Income Plan (LA) $181M · 1,631
- Sanofi Pasteur Inc. Retirement Plan (PA) $181M · 1,297
- Sheet Metal Workers' Local Union No. 9 Pension Pla (CO) $181M · 800
Similar participant headcount
Nearest other-state filings by covered participants (652 participants); asset peers above are excluded.
- Chicago Tile Institute Pension Fund (IL) 652 · 0 off
- Elevance Health Cash Balance Plan B (IN) 652 · 0 off
- Lexmark Retirement Growth Account Plan (KY) 653 · 1 off
- Sheet Metal Workers Local No. 177 Pension Fund (TN) 653 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.