Defined Benefit (Pension) · DOL Form 5500 · 2023
San Diego Electrical Pension Trust Pension Plan
Data updated 2026-08-25
- $512M
- Total assets Above avg plan size
- 4,129
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $124,006
- Avg per participant Near avg balance/head
Official DOL plan name: San Diego Electrical Pension Plan · Sponsored by San Diego Electrical Pension Trust · California · Construction
$512M in assets, 4,129 participants
San Diego Electrical Pension Trust's San Diego Electrical Pension Plan reported $512M in total assets and 4,129 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,780 in Construction (9,030 peers)
Coverage in California
San Diego Electrical Pension Plan covers 4,129 participants in California, 6.6x the typical California plan (state average ~630 per filing). Assets: $512M.
- #8,780
- in Construction (9,030 peers)
- +18.2%
- assets growth YoY
- 5.1×
- vs typical plan assets (national mean)
San Diego Electrical Pension Plan's outsized position by total assets
San Diego Electrical Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$512,022,157 Top 3% higher than 97% 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
San Diego Electrical Pension 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. San Diego Electrical Pension Plan lands in the large band (4,129 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Diego Electrical Pension Plan reported net income rose from $30M in the plan year 2022 filing to $79M in the plan year 2023 filing.
- San Diego Electrical Pension Plan end-of-year assets rose from $433M in the plan year 2022 filing to $512M in the plan year 2023 filing.
- San Diego Electrical Pension Plan reported participants fell from 4,142 in the plan year 2022 filing to 4,129 in the plan year 2023 filing.
DOL schedule card
Filing strip 956101801 · San Diego Electrical Pension Trust PY 2023 · Defined Benefit (Pension)
San Diego Electrical Pension Plan · $512M · 4,129 · 97th
- VS-ST $512M
- BOY 4,129
- SCH 97th
- EBSA Defined Benefit (Pension)
- PART near Haworth Pension Plan
- TYPE ind #8780
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 →
San Diego Electrical Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $433M |
|---|---|
| Net Assets (End of Year) | $512M |
| Net Income | $79M |
| Employer EIN | 956101801 |
| Plan Effective Date | 1964-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Diego Electrical Pension Trust)
Sponsor-wide plan assets over time
All San Diego Electrical Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $558M 28.973375454994464% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,142 | $433M |
| 2023 | 1 | 4,129 | $512M |
| 2024 | 1 | 4,314 | $558M |
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
San Diego Electrical Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Haworth Pension Plan in MI ($512M); by covered participants it is Teamsters Local 639 - Employers Pension Trust Fund in DC (4,128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($512M here).
- Haworth Pension Plan (MI) $512M · 740
- Tyco Electronics Pension Plan (PA) $513M · 597
- Retirement Income Plan for Employees of Ugi Utilities, Inc. (PA) $514M · 564
- Elevance Health Cash Balance Plan B (IN) $515M · 652
Similar participant headcount
Nearest other-state filings by covered participants (4,129 participants); asset peers above are excluded.
- Teamsters Local 639 - Employers Pension Trust Fund (DC) 4,128 · 1 off
- Heating, Piping and Refrigeration Pension Fd Pension Fund (MD) 4,128 · 1 off
- Nysa-Ila Pension Trust Fund & Plan (NJ) 4,139 · 10 off
- Kraft Heinz Retirement Plan (PA) 4,105 · 24 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.