Other
2023 plan-year Other DOL Form 5500

Kern County Electrical Workers Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, Kern County Electrical Workers · California · Construction

What the 2023 filing shows

Kern County Electrical Workers Pension Fund holds $181M for 652 participants — about $277,117 per participant, up 11.4% over the 2023 plan year.

$181M
total plan assets (2023 EOY)
652
covered participants
$277,117
avg assets per participant
+11.4%
assets growth YoY
Total Assets (2023)
$181M
Participants
652
State
Industry
Construction

What the Filing Says About Kern County Electrical Workers Pension Fund

Kern County Electrical Workers Pension Fund is a Other retirement plan sponsored by Board of Trustees, Kern County Electrical Workers, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $181M in total end-of-year assets and covers 652 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 956123049, and the plan has been effective since 1965-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $162M at the beginning of 2023 to $181M at year-end — a gain of 11.4%. Net assets (after liabilities) closed the year at $179M, with reported net income of $17M 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 2 prior plan-year filings from the same sponsor shown below.

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.

Financial Summary (2023)

Total Assets (Beginning of Year)$162M
Total Assets (End of Year)$181M
Net Assets (End of Year)$179M
Net Income$17M
Plan TypeOther
Employer EIN956123049
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Kern County Electrical Workers)

Year Plans Participants Total Assets
2022 1 481 $162M
2023 1 652 $181M
2024 1 689 $201M

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Kern County Electrical Workers Pension Fund?
As of the 2023 Form 5500 filing, Kern County Electrical Workers Pension Fund holds $181M in total assets with 652 participants. It is sponsored by Board of Trustees, Kern County Electrical Workers.
What type of plan is Kern County Electrical Workers Pension Fund?
Kern County Electrical Workers Pension Fund is a Other plan. It has been effective since 1965-01-01. The plan is filed with the U.S. Department of Labor under EIN 956123049.
Who sponsors the Kern County Electrical Workers Pension Fund?
Kern County Electrical Workers Pension Fund is sponsored by Board of Trustees, Kern County Electrical Workers, located in California. The sponsor's EIN is 956123049 and the plan operates in the Construction industry.
How did Kern County Electrical Workers Pension Fund perform in 2023?
Kern County Electrical Workers Pension Fund grew by 11.4% during 2023, moving from $162M to $181M in total assets. Net income was $17M.
Where can I find official filings for Kern County Electrical Workers Pension Fund?
Official Form 5500 filings for Kern County Electrical Workers Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 956123049 or plan name at efast.dol.gov.
How does Kern County Electrical Workers Pension Fund compare to other plans?
You can compare Kern County Electrical Workers Pension Fund against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 956123049.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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