Money Purchase · DOL Form 5500 · 2023

Board of Trustees, Sacramento Area Electrical Workers Money Purchase Plan

Data updated 2026-08-25

$296M
Total assets Near avg plan size
1,118
Participants Near avg headcount
96th
Percentile by assets National rank
$264,966
Avg per participant High balance/head
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Official DOL plan name: Sacramento Area Electrical Workers Pension and Profit Sharing Plan · Sponsored by Board of Trustees, Sacramento Area Electrical Workers · California · Construction

$296M in assets, 1,118 participants

Board of Trustees, Sacramento Area Electrical Workers's Sacramento Area Electrical Workers Pension and Profit Sharing Plan reported $296M in total assets and 1,118 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,613 in Construction (9,030 peers)

Where Sacramento Area Electrical Workers Pension and Profit Sharing Plan sits by assets

Sacramento Area Electrical Workers Pension and Profit Sharing Plan sits in the top 5% of all filed plans by assets, $296M for 1,118 participants (~$264,966/participant), up 17.3% in 2023.

#8,613
in Construction (9,030 peers)
+17.3%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Sacramento Area Electrical Workers Pension and Profit Sharing Plan's outsized position by total assets

Sacramento Area Electrical Workers Pension and Profit Sharing Plan vs every filed plan by assets

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

$296,231,795 Top 4% higher than 96% 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

Sacramento Area Electrical Workers Pension and Profit Sharing 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. Sacramento Area Electrical Workers Pension and Profit Sharing Plan lands in the large band (1,118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sacramento Area Electrical Workers Pension and Profit Sharing Plan reported net income rose from -$38M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Sacramento Area Electrical Workers Pension and Profit Sharing Plan end-of-year assets rose from $253M in the plan year 2022 filing to $296M in the plan year 2023 filing.
  • Sacramento Area Electrical Workers Pension and Profit Sharing Plan reported participants fell from 1,137 in the plan year 2022 filing to 1,118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942773478 · Board of Trustees, Sacramento Area Electrical Workers PY 2023 · Money Purchase

Sacramento Area Electrical Workers Pension and Profit Sharing Plan · $296M · 1,118 · 96th

  • BOOK $296M
  • VS-ST 1,118
  • BOY 96th
  • SCH Money Purchase
  • EBSA near St. Paul Electrical Construction Workers Supplemental Pension Plan
  • PART ind #8613

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 →

Sacramento Area Electrical Workers Pension and Profit Sharing Plan in the asset neighbourhood

Plumbers Union Local No 12 Annuity PlanPlumbers Union Local No 12 A…$303MHawaii Laborers' Annuity Fund$302MSacramento Area Electrical Workers Pension and Profit Sharing PlanSacramento Area Electrical W…$296MSt. Paul Electrical Construction Workers Supplemental Pension PlanSt. Paul Electrical Construc…$292MSamaritan Health Services Retirement PlanSamaritan Health Services Re…$289M
End-of-year total assets ($M) among Sacramento Area Electrical Workers Pension and Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$253M
Net Assets (End of Year)$296M
Net Income$44M
Employer EIN942773478
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Sacramento Area Electrical Workers)

Sponsor-wide plan assets over time

All Board of Trustees, Sacramento Area Electrical Workers plans reported in each filing year

Latest sponsor-wide plan assets
$327M 29.42000662503809% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $253M $327M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 1,137 $253M
2023 1 1,118 $296M
2024 1 1,140 $327M

Nearby Money Purchase Plans in California

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

Sacramento Area Electrical Workers Pension and Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Sacramento Area Electrical Workers Pension and Profit Sharing Plan, Total assets ($B): 0.296231795 · Participants: 1118Sacramento Area Electrical Workers Pension and Profit Sharing PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Sacramento Area Electrical Workers Pension and Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Sacramento Area Electrical Workers Pension and Profit Sharing Plan side-by-side with 3 peers →

Sacramento Area Electrical Workers Pension and Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is St. Paul Electrical Construction Workers Supplemental Pension Plan in MN ($292M); by covered participants it is Grand Lake Mental Health Center Money Purchase Plan in OK (1,116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($296M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,118 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 Sacramento Area Electrical Workers Pension and Profit Sharing Plan assets move in 2023? ▼
Sacramento Area Electrical Workers Pension and Profit Sharing Plan grew sharply - up 17.3% during 2023, from $253M to $296M. Reported net income was $44M.
How have Board of Trustees, Sacramento Area Electrical Workers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Sacramento Area Electrical Workers's sponsor-wide assets grew 29.4%, from $253M to $327M.
Where does Sacramento Area Electrical Workers Pension and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sacramento Area Electrical Workers Pension and Profit Sharing Plan ranks in the 96th 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 Sacramento Area Electrical Workers Pension and Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is St. Paul Electrical Construction Workers Supplemental Pension Plan in MN ($292M, 3,139 participants).
Which Money Purchase plans cover a similar participant headcount to Sacramento Area Electrical Workers Pension and Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Grand Lake Mental Health Center Money Purchase Plan in OK (1,116 participants, $22M 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 942773478.

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.