Money Purchase · DOL Form 5500 · 2024

Board of Trustees, Sacramento Area Electrical Workers Money Purchase Plan

Data updated 2026-08-11

$327M
Total assets: 1,140
Participants: 96th
Percentile by assets: $286,684
Avg per participant

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.

96th percentile by assets (of 123,622 plans)
#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.

$327M
total plan assets (2024 EOY): 1,140
covered participants: 96th
percentile by assets (of 123,622 plans): $286,684
avg assets per participant

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.

See the national 2023→2024 release diff →

State

California

Industry

Construction

Sacramento Area Electrical Workers Pension and Profit Sharing Plan vs the 2024 asset distribution

By assets, Sacramento Area Electrical Workers Pension and Profit Sharing Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.3x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Board of Trustees, Sacramento Area Electrical Workers plans on file

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.

Sacramento Area Electrical Workers Pension and Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants

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

Compare Sacramento Area Electrical Workers Pensi… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Sacramento Area Electrical Workers Pension and Profit Sharing Plan by total assets, not by location.

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

Frequently Asked Questions

How did Sacramento Area Electrical Workers Pension and Profit Sharing Plan assets move in 2024? ▼

Sacramento Area Electrical Workers Pension and Profit Sharing Plan grew at a solid clip - up 10.3% during 2024, from $296M to $327M. Reported net income was $30M.

How have Board of Trustees, Sacramento Area Electrical Workers plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, Sacramento Area Electrical Workers's sponsor-wide assets grew 29.4%, from $253M to $327M.

Where does Sacramento Area Electrical Workers Pension and Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Sacramento Area Electrical Workers Pension and Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Money Purchase plans are similar in size to Sacramento Area Electrical Workers Pension and Profit Sharing Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Plumbers Union Local No 12 Annuity Plan in MA ($332M, 2,607 participants).

Next read for Sacramento Area Electrical Workers Pensi…

Scale reading

Ways to act on Sacramento Area Electrical Workers Pension and Profit Sharing Plan's numbers.

By total assets, Sacramento Area Electrical Workers Pension and Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
Board of Trustees, Sacramento Area Electrical Workers's sponsor-wide assets have grown 29.4% since 2022 across 3 plan years on file. More Construction plans

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 942773478.