Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Kern County Electrical Workers Pension Plan
Data updated 2026-08-25
- $201M
- Total assets Near avg plan size
- 689
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $291,592
- Avg per participant High balance/head
Official DOL plan name: Kern County Electrical Workers Pension Fund · Sponsored by Board of Trustees, Kern County Electrical Workers · California · Construction
$201M in assets, 689 participants
Board of Trustees, Kern County Electrical Workers's Kern County Electrical Workers Pension Fund reported $201M in total assets and 689 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #8,426 in Construction (9,039 peers)
Where Kern County Electrical Workers Pension Fund sits by assets
Kern County Electrical Workers Pension Fund sits in the top 10% of all filed plans by assets, $201M for 689 participants (~$291,592/participant), up 11.2% in 2024.
- #8,426
- in Construction (9,039 peers)
- +11.2%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Kern County Electrical Workers Pension Fund's outsized position by total assets
Kern County Electrical Workers Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$200,906,676 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kern County Electrical Workers Pension Fund among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kern County Electrical Workers Pension Fund sits mid-pack in the medium band (689 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kern County Electrical Workers Pension Fund reported net income rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Kern County Electrical Workers Pension Fund end-of-year assets rose from $181M in the plan year 2023 filing to $201M in the plan year 2024 filing.
- Kern County Electrical Workers Pension Fund reported participants rose from 652 in the plan year 2023 filing to 689 in the plan year 2024 filing.
DOL schedule card
Filing strip 956123049 · Board of Trustees, Kern County Electrical Workers PY 2024 · Defined Benefit (Pension)
Kern County Electrical Workers Pension Fund · $201M · 689 · 94th
- ASSETS $201M
- PCT 689
- EIN 94th
- RANK Defined Benefit (Pension)
- PHOTO near Mw&e Cash Balance Plan
- IND ind #8426
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 →
Kern County Electrical Workers Pension Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $181M |
|---|---|
| Net Assets (End of Year) | $200M |
| Net Income | $21M |
| Employer EIN | 956123049 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Kern County Electrical Workers)
Sponsor-wide plan assets over time
All Board of Trustees, Kern County Electrical Workers plans reported in each filing year
- Latest sponsor-wide plan assets
- $201M 23.88055898772981% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 481 | $162M |
| 2023 | 1 | 652 | $181M |
| 2024 | 1 | 689 | $201M |
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 $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Kern County Electrical Workers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Mw&e Cash Balance Plan in IL ($201M); by covered participants it is Metropolitan Opera Association Retirement Plan in NY (689 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($201M here).
- Mw&e Cash Balance Plan (IL) $201M · 271
- Spire Missouri Employees' Retirement Plan (MO) $201M · 2,045
- Mony Life Retirement Income Security Plan for Employees (NY) $201M · 177
- United Asso Journeymen & Apprnc Pension Fund (FL) $201M · 810
Similar participant headcount
Nearest other-state filings by covered participants (689 participants); asset peers above are excluded.
- Metropolitan Opera Association Retirement Plan (NY) 689 · 0 off
- Wood County Hospital Retirement Plan (OH) 688 · 1 off
- Iron Workers Local 17 Pension Fund (MI) 690 · 1 off
- Local 441 Plumbers & Pipefitters Retirement Plan (IL) 691 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.