Money Purchase · DOL Form 5500 · 2024
Board of Trustees of Carolina Electrical Workers Retirement Fund Money Purchase Plan
Data updated 2026-08-25
- $154M
- Total assets Near avg plan size
- 6,154
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $25,025
- Avg per participant Low balance/head
Official DOL plan name: Carolina Electrical Workers Retirement Fund · Sponsored by Board of Trustees of Carolina Electrical Workers Retirement Fund · Florida · Construction
$154M in assets, 6,154 participants
Board of Trustees of Carolina Electrical Workers Retirement Fund's Carolina Electrical Workers Retirement Fund reported $154M in total assets and 6,154 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,288 in Construction (9,039 peers)
Coverage in Florida
Carolina Electrical Workers Retirement Fund covers 6,154 participants in Florida, 9.8x the typical Florida plan (state average ~628 per filing). Assets: $154M.
- #8,288
- in Construction (9,039 peers)
- +13.2%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Carolina Electrical Workers Retirement Fund's outsized position by total assets
Carolina Electrical Workers Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$154,004,482 Top 7% higher than 93% 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
Carolina Electrical Workers Retirement Fund'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. Carolina Electrical Workers Retirement Fund lands in the large band (6,154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carolina Electrical Workers Retirement Fund reported net income rose from $9M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Carolina Electrical Workers Retirement Fund end-of-year assets rose from $136M in the plan year 2023 filing to $154M in the plan year 2024 filing.
- Carolina Electrical Workers Retirement Fund reported participants rose from 5,806 in the plan year 2023 filing to 6,154 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 561351864 · Board of Trustees of Carolina Electrical Workers Retirement Fund PY 2024 · Money Purchase
Carolina Electrical Workers Retirement Fund · $154M · 6,154 · 93rd
- VS-ST $154M
- BOY 6,154
- SCH 93rd
- EBSA Money Purchase
- PART near Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
- TYPE ind #8288
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 Florida →
Carolina Electrical Workers Retirement Fund in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $136M |
|---|---|
| Net Assets (End of Year) | $154M |
| Net Income | $18M |
| Employer EIN | 561351864 |
| Plan Effective Date | 1992-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Carolina Electrical Workers Retirement Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Carolina Electrical Workers Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $154M 20.776119893192156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,169 | $128M |
| 2023 | 1 | 5,806 | $136M |
| 2024 | 1 | 6,154 | $154M |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Elliott Money Purchase Pension Plan $457M · 494
- Southern States Savings & Retirement Plan Trust $193M · 13,122
- NECA-IBEW 177 Pension Fund $144M · 1,412
- Lifelink Foundation, Inc. Retirement Plan $99M · 471
- I.B.E.W. Local Union No. 728 Annuity Fund $93M · 1,745
Scale composition for Carolina Electrical Workers Retirement Fund
Carolina Electrical Workers Retirement Fund reports $154M in end-of-year assets across 6,154 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $25,025 per participant (18% of the national average assets-per-participant) . Net income for plan year 2024 was $18M.
This plan identity (EIN 561351864, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $128M to $154M (+20.8%) while covered participants moved from 5,169 to 6,154 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,169 | $128M | Open filing |
| 2023 | 5,806 | $136M | Open filing |
| 2024 · index core | 6,154 | $154M | This page |
Carolina Electrical Workers Retirement Fund's out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton in PA ($154M); by covered participants it is 112/73 Retirement Plan NECA-IBEW in WA (6,174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($154M here).
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton (PA) $154M · 602
- Boilermakers Lodge 154 Retirement Plan (MN) $157M · 6,951
- Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund (MA) $151M · 1,015
- I.B.E.W. Local Union # 654 Defined Contribution Plan (NJ) $157M · 447
Similar participant headcount
Nearest other-state filings by covered participants (6,154 participants); asset peers above are excluded.
- 112/73 Retirement Plan NECA-IBEW (WA) 6,174 · 20 off
- Excavators Union Local 731 Annuity Fund (NY) 6,236 · 82 off
- Unite Here! Local 54 Severance Fund (NJ) 6,047 · 107 off
- Florida Ubc Supplemental Pension Plan (TN) 6,292 · 138 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.