401(k)
2024 plan-year 401(k) DOL Form 5500

San Francisco Electrical Workers Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, San Francisco Electrical Workers · California · Construction

What the 2023 filing shows

San Francisco Electrical Workers Retirement Savings Plan holds $670M for 2,100 participants — about $319,055 per participant, up 12.6% over the 2024 plan year.

$670M
total plan assets (2024 EOY)
2,100
covered participants
$319,055
avg assets per participant
+12.6%
assets growth YoY
Total Assets (2023)
$670M
Participants
2,100
State
Industry
Construction

What the Filing Says About San Francisco Electrical Workers Retirement Savings Plan

San Francisco Electrical Workers Retirement Savings Plan is a 401(k) retirement plan sponsored by Board of Trustees, San Francisco Electrical Workers, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $670M in total end-of-year assets and covers 2,100 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 946062674, and the plan has been effective since 1981-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $595M at the beginning of 2024 to $670M at year-end — a gain of 12.6%. Net assets (after liabilities) closed the year at $561M, with reported net income of $57M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$595M
Total Assets (End of Year)$670M
Net Assets (End of Year)$561M
Net Income$57M
Plan Type401(k)
Employer EIN946062674
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, San Francisco Electrical Workers)

Year Plans Participants Total Assets
2022 2 4,409 $1.1B
2023 2 4,116 $1.3B
2024 2 3,693 $1.4B

Nearby 401(k) Plans in California

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the San Francisco Electrical Workers Retirement Savings Plan?
As of the 2024 Form 5500 filing, San Francisco Electrical Workers Retirement Savings Plan holds $670M in total assets with 2,100 participants. It is sponsored by Board of Trustees, San Francisco Electrical Workers.
What type of plan is San Francisco Electrical Workers Retirement Savings Plan?
San Francisco Electrical Workers Retirement Savings Plan is a 401(k) plan. It has been effective since 1981-01-01. The plan is filed with the U.S. Department of Labor under EIN 946062674.
Who sponsors the San Francisco Electrical Workers Retirement Savings Plan?
San Francisco Electrical Workers Retirement Savings Plan is sponsored by Board of Trustees, San Francisco Electrical Workers, located in California. The sponsor's EIN is 946062674 and the plan operates in the Construction industry.
How did San Francisco Electrical Workers Retirement Savings Plan perform in 2024?
San Francisco Electrical Workers Retirement Savings Plan grew by 12.6% during 2024, moving from $595M to $670M in total assets. Net income was $57M.
Where can I find official filings for San Francisco Electrical Workers Retirement Savings Plan?
Official Form 5500 filings for San Francisco Electrical Workers Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 946062674 or plan name at efast.dol.gov.
How does San Francisco Electrical Workers Retirement Savings Plan compare to other plans?
You can compare San Francisco Electrical Workers Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 946062674.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.