Defined Benefit (Pension) · DOL Form 5500 · 2023
San Diego Electrical Pension Trust Pension Plan
Data updated 2026-08-11
- $512M
- Total assets
- 4,129
- Participants
- 97th
- Percentile by assets
- $124,006
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $512M
- total plan assets (2023 EOY)
- 4,129
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $124,006
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. San Diego Electrical Pension Plan reports 4,129 participants - 6.6x that state average ($512M EOY assets).
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)
| 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.
San Diego Electrical Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to San Diego Electrical Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did San Diego Electrical Pension Plan assets move in 2023? ▼
How have San Diego Electrical Pension Trust plan assets changed over time? ▼
Where does San Diego Electrical Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to San Diego Electrical Pension Plan? ▼
Next read for San Diego Electrical Pension Plan
Filing takeaways
Ways to act on San Diego Electrical Pension Plan's numbers.
- By total assets, San Diego Electrical Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- San Diego Electrical Pension Trust's sponsor-wide assets have grown 29.0% since 2022 across 3 plan years on file. More Construction plans