Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of South Florida Electrical Workers Pension Plan Pension Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
784
Participants Near avg headcount
93rd
Percentile by assets National rank
$188,548
Avg per participant Above avg balance/head
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Official DOL plan name: South Florida Electrical Workers Pension Plan · Sponsored by Trustees of South Florida Electrical Workers Pension Plan · Arizona · Construction

$148M in assets, 784 participants

Trustees of South Florida Electrical Workers Pension Plan's South Florida Electrical Workers Pension Plan reported $148M in total assets and 784 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.

  • #8,265 in Construction (9,039 peers)

Where South Florida Electrical Workers Pension Plan sits by assets

South Florida Electrical Workers Pension Plan sits in the top 10% of all filed plans by assets, $148M for 784 participants (~$188,548/participant), up 11.0% in 2024.

#8,265
in Construction (9,039 peers)
+11.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

South Florida Electrical Workers Pension Plan's outsized position by total assets

South Florida Electrical Workers Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$147,821,517 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

South Florida Electrical Workers Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South Florida Electrical Workers Pension Plan sits mid-pack in the medium band (784 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • South Florida Electrical Workers Pension Plan end-of-year assets rose from $133M in the plan year 2023 filing to $148M in the plan year 2024 filing.
  • South Florida Electrical Workers Pension Plan reported net income rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • South Florida Electrical Workers Pension Plan reported participants fell from 804 in the plan year 2023 filing to 784 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 596230530 · Trustees of South Florida Electrical Workers Pension Plan PY 2024 · Defined Benefit (Pension)

South Florida Electrical Workers Pension Plan · $148M · 784 · 93rd

  • RANK $148M
  • PHOTO 784
  • IND 93rd
  • EOY Defined Benefit (Pension)
  • 5500 near Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah
  • ASSETS ind #8265

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 Arizona →

South Florida Electrical Workers Pension Plan in the asset neighbourhood

Harbisonwalker International Pension Plan for Hourly EmployeesHarbisonwalker International…$148MSt. John's Riverside Hospital Retirement Assistance PlanSt. John's Riverside Hospita…$148MCrozer-Keystone Health System Employees Retirement PlanCrozer-Keystone Health Syste…$148MEssity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and NeenahEssity North America Hrly Pe…$148MSouth Florida Electrical Workers Pension PlanSouth Florida Electrical Wor…$148M
End-of-year total assets ($M) among South Florida Electrical Workers Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$148M
Net Income$15M
Employer EIN596230530
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of South Florida Electrical Workers Pension Plan)

Sponsor-wide plan assets over time

All Trustees of South Florida Electrical Workers Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$148M 24.029685129014343% vs 2022
2024 filing year
$110M$120M$130M$140M$150M$160M 202220232024 $119M $148M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 641 $119M
2023 1 804 $133M
2024 1 784 $148M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

South Florida Electrical Workers Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 01234 Total assets ($B) Participants South Florida Electrical Workers Pension Plan, Total assets ($B): 0.147821517 · Participants: 784South Florida Electrical Workers Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.099073138 · Participants: 6044Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.908519301 · Participants: 4989Salt River Project Employees' Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.037847285 · Participants: 24099Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.472409413 · Participants: 2732Avnet Pension PlanArizona Pipe Trades Pension Plan, Total assets ($B): 0.418546411 · Participants: 2281Arizona Pipe Trades Pension Plan
South Florida Electrical Workers Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants

South Florida Electrical Workers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah in PA ($148M); by covered participants it is West Fraser, Inc. Pension Plan in TN (783 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did South Florida Electrical Workers Pension Plan assets move in 2024? ▼
South Florida Electrical Workers Pension Plan grew at a solid clip - up 11.0% during 2024, from $133M to $148M. Reported net income was $15M.
How have Trustees of South Florida Electrical Workers Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of South Florida Electrical Workers Pension Plan's sponsor-wide assets grew 24.0%, from $119M to $148M.
Where does South Florida Electrical Workers Pension Plan rank by assets among Form 5500 filers? ▼
South Florida Electrical Workers Pension Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to South Florida Electrical Workers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah in PA ($148M, 273 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to South Florida Electrical Workers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is West Fraser, Inc. Pension Plan in TN (783 participants, $59M in assets).