Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of South Florida Electrical Workers Pension Plan Pension Plan
Data updated 2026-08-25
- $133M
- Total assets Near avg plan size
- 804
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $165,701
- Avg per participant Above avg balance/head
Official DOL plan name: South Florida Electrical Workers Pension Plan · Sponsored by Trustees of South Florida Electrical Workers Pension Plan · Arizona · Construction
$133M in assets, 804 participants
Trustees of South Florida Electrical Workers Pension Plan's South Florida Electrical Workers Pension Plan reported $133M in total assets and 804 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,256 in Construction (9,030 peers)
Where South Florida Electrical Workers Pension Plan sits by assets
South Florida Electrical Workers Pension Plan sits in the top 10% of all filed plans by assets, $133M for 804 participants (~$165,701/participant), up 11.8% in 2023.
- #8,256
- in Construction (9,030 peers)
- +11.8%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
South Florida Electrical Workers Pension Plan's outsized position by total assets
South Florida Electrical Workers Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$133,223,868 Top 7% higher than 93% 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
South Florida Electrical Workers Pension Plan 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. South Florida Electrical Workers Pension Plan sits mid-pack in the medium band (804 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- South Florida Electrical Workers Pension Plan reported net income rose from -$23M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- South Florida Electrical Workers Pension Plan reported participants rose from 641 in the plan year 2022 filing to 804 in the plan year 2023 filing.
- South Florida Electrical Workers Pension Plan end-of-year assets rose from $119M in the plan year 2022 filing to $133M in the plan year 2023 filing.
DOL schedule card
Filing strip 596230530 · Trustees of South Florida Electrical Workers Pension Plan PY 2023 · Defined Benefit (Pension)
South Florida Electrical Workers Pension Plan · $133M · 804 · 93rd
- TYPE $133M
- TYPE 804
- TYPE 93rd
- TYPE Defined Benefit (Pension)
- TYPE near Navistar, Inc. Hourly Employees Pension Plan No. 2
- TYPE ind #8256
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 Arizona →
South Florida Electrical Workers Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $133M |
| Net Income | $14M |
| Employer EIN | 596230530 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of South Florida Electrical Workers Pension Plan)
Sponsor-wide plan assets over time
All Trustees of South Florida Electrical Workers Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $148M 24.029685129014343% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 641 | $119M |
| 2023 | 1 | 804 | $133M |
| 2024 | 1 | 784 | $148M |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.3B · 5,824
- Salt River Project Employees' Retirement Plan $2.8B · 4,790
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,597
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 19,139
- Avnet Pension Plan $501M · 2,483
South Florida Electrical Workers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Navistar, Inc. Hourly Employees Pension Plan No. 2 in IL ($133M); by covered participants it is Autoalliance International, Inc. Retirement Plan for Employees Represented by the UAW in MI (804 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($133M here).
- Navistar, Inc. Hourly Employees Pension Plan No. 2 (IL) $133M · 1
- Gate Gourmet, Inc. Defined Benefit Pension Plan (VA) $133M · 641
- Sps Technologies, LLC Retirement Income Plan (PA) $133M · 619
- The Local 259 Pension Fund (NJ) $133M · 950
Similar participant headcount
Nearest other-state filings by covered participants (804 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.