Money Purchase · DOL Form 5500 · 2024
Board of Trustees, Sacramento Area Electrical Workers Money Purchase Plan
Data updated 2026-08-25
- $327M
- Total assets Above avg plan size
- 1,140
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $286,684
- Avg per participant High balance/head
Official DOL plan name: Sacramento Area Electrical Workers Pension and Profit Sharing Plan · Sponsored by Board of Trustees, Sacramento Area Electrical Workers · California · Construction
$327M in assets, 1,140 participants
Board of Trustees, Sacramento Area Electrical Workers's Sacramento Area Electrical Workers Pension and Profit Sharing Plan reported $327M in total assets and 1,140 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #8,626 in Construction (9,039 peers)
Where Sacramento Area Electrical Workers Pension and Profit Sharing Plan sits by assets
Sacramento Area Electrical Workers Pension and Profit Sharing Plan sits in the top 5% of all filed plans by assets, $327M for 1,140 participants (~$286,684/participant), up 10.3% in 2024.
- #8,626
- in Construction (9,039 peers)
- +10.3%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Sacramento Area Electrical Workers Pension and Profit Sharing Plan's outsized position by total assets
Sacramento Area Electrical Workers Pension and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$326,820,266 Top 4% higher than 96% 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
Sacramento Area Electrical Workers Pension and Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sacramento Area Electrical Workers Pension and Profit Sharing Plan lands in the large band (1,140 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sacramento Area Electrical Workers Pension and Profit Sharing Plan reported net income fell from $44M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Sacramento Area Electrical Workers Pension and Profit Sharing Plan end-of-year assets rose from $296M in the plan year 2023 filing to $327M in the plan year 2024 filing.
- Sacramento Area Electrical Workers Pension and Profit Sharing Plan reported participants rose from 1,118 in the plan year 2023 filing to 1,140 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 942773478 · Board of Trustees, Sacramento Area Electrical Workers PY 2024 · Money Purchase
Sacramento Area Electrical Workers Pension and Profit Sharing Plan · $327M · 1,140 · 96th
- RANK $327M
- PHOTO 1,140
- IND 96th
- EOY Money Purchase
- 5500 near Plumbers Union Local No 12 Annuity Plan
- ASSETS ind #8626
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 →
Sacramento Area Electrical Workers Pension and Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $296M |
|---|---|
| Net Assets (End of Year) | $326M |
| Net Income | $30M |
| Employer EIN | 942773478 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Sacramento Area Electrical Workers)
Sponsor-wide plan assets over time
All Board of Trustees, Sacramento Area Electrical Workers plans reported in each filing year
- Latest sponsor-wide plan assets
- $327M 29.42000662503809% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,137 | $253M |
| 2023 | 1 | 1,118 | $296M |
| 2024 | 1 | 1,140 | $327M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Sacramento Area Electrical Workers Pension and Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Plumbers Union Local No 12 Annuity Plan in MA ($332M); by covered participants it is IBEW Local 363-Money Purchase Pension Plan in NY (1,140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($327M here).
- Plumbers Union Local No 12 Annuity Plan (MA) $332M · 2,607
- Samaritan Health Services Retirement Plan (OR) $321M · 5,342
- Duane Morris Retirement Plan (PA) $338M · 484
- Plumbers & Pipefitters Local 9 Surety Plan (NJ) $311M · 2,205
Similar participant headcount
Nearest other-state filings by covered participants (1,140 participants); asset peers above are excluded.
- IBEW Local 363-Money Purchase Pension Plan (NY) 1,140 · 0 off
- Brady Funded Retirement Plan (WI) 1,139 · 1 off
- Hawaii Masons and Plasterers Annuity Plan (HI) 1,143 · 3 off
- Insulators Local No. 37 Retirement Plan (TN) 1,136 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.