Money Purchase · DOL Form 5500 · 2023

Board of Trustees - Southern Electrical Retirement Fund Money Purchase Plan

Data updated 2026-08-25

$1.9B
Total assets Very large vs avg
11,228
Participants Very large workforce
99th
Percentile by assets National rank
$169,559
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Electrical Retirement Fund · Sponsored by Board of Trustees - Southern Electrical Retirement Fund · Tennessee · Construction

$1.9B in assets, 11,228 participants

Board of Trustees - Southern Electrical Retirement Fund's Southern Electrical Retirement Fund reported $1.9B in total assets and 11,228 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,977 in Construction (9,030 peers)

Coverage in Tennessee

Southern Electrical Retirement Fund covers 11,228 participants in Tennessee, 10.0x the typical Tennessee plan (state average ~1,126 per filing). Assets: $1.9B.

#8,977
in Construction (9,030 peers)
+10.6%
assets growth YoY
19×
vs typical plan assets (national mean)

Southern Electrical Retirement Fund's outsized position by total assets

Southern Electrical Retirement Fund vs every filed plan by assets

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

$1,903,808,868 Top 1% higher than 99% 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

Southern Electrical Retirement Fund's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Electrical Retirement Fund is a mega filing (11,228 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Electrical Retirement Fund reported net income rose from -$205M in the plan year 2022 filing to $204M in the plan year 2023 filing.
  • Southern Electrical Retirement Fund end-of-year assets rose from $1.7B in the plan year 2022 filing to $1.9B in the plan year 2023 filing.
  • Southern Electrical Retirement Fund reported participants rose from 10,582 in the plan year 2022 filing to 11,228 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 626125711 · Board of Trustees - Southern Electrical Retirement Fund PY 2023 · Money Purchase

Southern Electrical Retirement Fund · $1.9B · 11,228 · 99th

  • PART $1.9B
  • TYPE 11,228
  • NET 99th
  • BOOK Money Purchase
  • VS-ST near McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan
  • BOY ind #8977

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 Tennessee →

Southern Electrical Retirement Fund in the asset neighbourhood

Directors Guild of America-Producer Pension Plan Supplemental Benefit PlanDirectors Guild of America-P…$2.2BMcKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanMcKinsey & Company, Inc. (Mp…$2.0BSouthern Electrical Retirement FundSouthern Electrical Retireme…$1.9BHarvard University Defined Contribution Retirement PlanHarvard University Defined C…$1.8BLocal No. 1 IBEW Pension Benefit Trust FundLocal No. 1 IBEW Pension Ben…$1.7B
End-of-year total assets ($B) among Southern Electrical Retirement Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$1.7B
Net Assets (End of Year)$1.9B
Net Income$204M
Employer EIN626125711
Plan Effective Date1975-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees - Southern Electrical Retirement Fund)

Sponsor-wide plan assets over time

All Board of Trustees - Southern Electrical Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 27.293659724442996% vs 2022
2024 filing year
$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.72B $2.19B ▲ +27.3%
Year Plans Participants Total Assets
2022 1 10,582 $1.7B
2023 1 11,228 $1.9B
2024 1 11,461 $2.2B

Nearby Money Purchase Plans in Tennessee

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

Southern Electrical Retirement Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.52 Total assets ($B) Participants Southern Electrical Retirement Fund, Total assets ($B): 1.903808868 · Participants: 11228Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.378665018 · Participants: 2004IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.19563667 · Participants: 1248U. a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.190004018 · Participants: 1501Midwest Pipe Trades Retirement PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.098137251 · Participants: 1819IBEW Local Union No. 915 Pension-Annuity FundFlorida Ubc Supplemental Pension Plan, Total assets ($B): 0.08292773 · Participants: 6111Florida Ubc Supplemental Pension Plan
Southern Electrical Retirement Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Southern Electrical Retirement Fund side-by-side with 3 peers →

Scale composition for Southern Electrical Retirement Fund

Southern Electrical Retirement Fund reports $1.9B in end-of-year assets across 11,228 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $169,559 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2023 was $204M.

This plan identity (EIN 626125711, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.2B (+27.3%) while covered participants moved from 10,582 to 11,461 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,582 $1.7B Open filing
2023 11,228 $1.9B This page
2024 · index core 11,461 $2.2B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Southern Electrical Retirement Fund's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan in NY ($2.0B); by covered participants it is North Central States Regional Council of Carpenters Supplemental Retirement Plan in WI (10,094 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11,228 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 Southern Electrical Retirement Fund assets move in 2023? ▼
Southern Electrical Retirement Fund grew at a solid clip - up 10.6% during 2023, from $1.7B to $1.9B. Reported net income was $204M.
How have Board of Trustees - Southern Electrical Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees - Southern Electrical Retirement Fund's sponsor-wide assets grew 27.3%, from $1.7B to $2.2B.
Where does Southern Electrical Retirement Fund rank by assets among Form 5500 filers? ▼
Southern Electrical Retirement Fund ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Money Purchase plans are similar in size to Southern Electrical Retirement Fund? ▼
Among Money Purchase plans in other states, the closest by assets is McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan in NY ($2.0B, 15,163 participants).
Which Money Purchase plans cover a similar participant headcount to Southern Electrical Retirement Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is North Central States Regional Council of Carpenters Supplemental Retirement Plan in WI (10,094 participants, $311M 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 626125711.

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.