Money Purchase · DOL Form 5500 · 2024
Board of Trustees - Southern Electrical Retirement Fund Money Purchase Plan
Data updated 2026-08-25
- $2.2B
- Total assets Very large vs avg
- 11,461
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $191,216
- Avg per participant Above avg balance/head
Official DOL plan name: Southern Electrical Retirement Fund · Sponsored by Board of Trustees - Southern Electrical Retirement Fund · Tennessee · Construction
$2.2B in assets, 11,461 participants
Board of Trustees - Southern Electrical Retirement Fund's Southern Electrical Retirement Fund reported $2.2B in total assets and 11,461 participants in its 2024 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.
- #8,988 in Construction (9,039 peers)
Coverage in Tennessee
Southern Electrical Retirement Fund covers 11,461 participants in Tennessee, 10x the typical Tennessee plan (state average ~1,126 per filing). Assets: $2.2B.
- #8,988
- in Construction (9,039 peers)
- +15.1%
- assets growth YoY
- 22×
- 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 2024 · DOL Form 5500
$2,191,524,146 Top 1% higher than 99% 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
Southern Electrical Retirement Fund's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Electrical Retirement Fund is a mega filing (11,461 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Electrical Retirement Fund reported net income rose from $204M in the plan year 2023 filing to $286M in the plan year 2024 filing.
- Southern Electrical Retirement Fund end-of-year assets rose from $1.9B in the plan year 2023 filing to $2.2B in the plan year 2024 filing.
- Southern Electrical Retirement Fund reported participants rose from 11,228 in the plan year 2023 filing to 11,461 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 626125711 · Board of Trustees - Southern Electrical Retirement Fund PY 2024 · Money Purchase
Southern Electrical Retirement Fund · $2.2B · 11,461 · 99th
- BOY $2.2B
- BOY 11,461
- BOY 99th
- BOY Money Purchase
- BOY near McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan
- BOY ind #8988
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
Tennessee filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | $286M |
| Employer EIN | 626125711 |
| Plan Effective Date | 1975-03-01 |
| Filing Status | FILING 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
| 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.
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $434M · 2,070
- Midwest Pipe Trades Retirement Plan $222M · 1,544
- U. a. Local Union No. 614 Pension Plan $204M · 1,248
- IBEW Local Union No. 915 Pension-Annuity Fund $115M · 1,864
- Electricians Local Union No. 606 Pension-Annuity Fund $91M · 2,069
Scale composition for Southern Electrical Retirement Fund
Southern Electrical Retirement Fund reports $2.2B in end-of-year assets across 11,461 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $191,216 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2024 was $286M.
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 | Open filing |
| 2024 · index core | 11,461 | $2.2B | This page |
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 ($2.2B); by covered participants it is Tiaa Retirement Plan in NY (11,906 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.2B here).
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan (NY) $2.2B · 15,274
- Massachusetts Laborers' Annuity Fund (MA) $2.3B · 11,506
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan (CA) $2.3B · 23,032
- Harvard University Defined Contribution Retirement Plan (MA) $2.0B · 14,571
Similar participant headcount
Nearest other-state filings by covered participants (11,461 participants); asset peers above are excluded.
- Tiaa Retirement Plan (NY) 11,906 · 445 off
- North Central States Regional Council of Carpenters Supplemental Retirement Plan (WI) 10,854 · 607 off
- The Mitre Corporation Qualified Retirement Plan (VA) 12,228 · 767 off
- Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups (CA) 12,349 · 888 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.