Money Purchase · DOL Form 5500 · 2024
Board of Trustees - Southern Electrical Retirement Fund Money Purchase Plan
Data updated 2026-08-11
- $2.2B
- Total assets
- 11,461
- Participants
- 99th
- Percentile by assets
- $191,216
- Avg per participant
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.
- 99th percentile by assets (of 123,622 plans)
- #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.
- $2.2B
- total plan assets (2024 EOY)
- 11,461
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $191,216
- avg assets per participant
Where Southern Electrical Retirement Fund sits 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
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.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Southern Electrical Retirement Fund reports 11,461 participants - 10x that state average ($2.2B EOY assets).
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)
| 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.
Southern Electrical Retirement Fund vs. nearby Money Purchase plans in Tennessee, assets vs. participants
- 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 |
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Southern Electrical Retirement Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Southern Electrical Retirement Fund assets move in 2024? ▼
How have Board of Trustees - Southern Electrical Retirement Fund plan assets changed over time? ▼
Where does Southern Electrical Retirement Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Southern Electrical Retirement Fund? ▼
Next read for Southern Electrical Retirement Fund
Filing takeaways
Ways to act on Southern Electrical Retirement Fund's numbers.
- By total assets, Southern Electrical Retirement Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Tennessee. Compare plans
- Board of Trustees - Southern Electrical Retirement Fund's sponsor-wide assets have grown 27.3% since 2022 across 3 plan years on file. More Construction plans