Defined Benefit (Pension) · DOL Form 5500 · 2024
San Diego Electrical Pension Trust Pension Plan
Data updated 2026-08-25
- $558M
- Total assets Above avg plan size
- 4,314
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $129,454
- Avg per participant Near avg balance/head
Official DOL plan name: San Diego Electrical Pension Plan · Sponsored by San Diego Electrical Pension Trust · California · Construction
$558M in assets, 4,314 participants
San Diego Electrical Pension Trust's San Diego Electrical Pension Plan reported $558M in total assets and 4,314 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #8,796 in Construction (9,039 peers)
Coverage in California
San Diego Electrical Pension Plan covers 4,314 participants in California, 6.8x the typical California plan (state average ~630 per filing). Assets: $558M.
- #8,796
- in Construction (9,039 peers)
- +9.1%
- assets growth YoY
- 5.6×
- vs typical plan assets (national mean)
San Diego Electrical Pension Plan's outsized position by total assets
San Diego Electrical Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$558,465,761 Top 3% higher than 97% 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
San Diego Electrical Pension 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. San Diego Electrical Pension Plan lands in the large band (4,314 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Diego Electrical Pension Plan reported net income fell from $79M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- San Diego Electrical Pension Plan end-of-year assets rose from $512M in the plan year 2023 filing to $558M in the plan year 2024 filing.
- San Diego Electrical Pension Plan reported participants rose from 4,129 in the plan year 2023 filing to 4,314 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 956101801 · San Diego Electrical Pension Trust PY 2024 · Defined Benefit (Pension)
San Diego Electrical Pension Plan · $558M · 4,314 · 97th
- 5500 $558M
- ASSETS 4,314
- PCT 97th
- EIN Defined Benefit (Pension)
- RANK near Pension Plan for International Officers, Representatives and Assistants of the Intl Brotherhood of Electrical Workers
- PHOTO ind #8796
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 →
San Diego Electrical Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $512M |
|---|---|
| Net Assets (End of Year) | $558M |
| Net Income | $46M |
| Employer EIN | 956101801 |
| Plan Effective Date | 1964-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Diego Electrical Pension Trust)
Sponsor-wide plan assets over time
All San Diego Electrical Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $558M 28.973375454994464% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,142 | $433M |
| 2023 | 1 | 4,129 | $512M |
| 2024 | 1 | 4,314 | $558M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
San Diego Electrical Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Pension Plan for International Officers, Representatives and Assistants of the Intl Brotherhood of Electrical Workers in DC ($559M); by covered participants it is Nysa-Ila Pension Trust Fund & Plan in NJ (4,307 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($558M here).
- Pension Plan for International Officers, Representatives and Assistants of the Intl Brotherhood of Electrical Workers (DC) $559M · 240
- I.U.O.E. Local 132 Pension Fund (WV) $559M · 1,858
- Retirement Plan for Employees of Multicare Health System (WA) $557M · 785
- Employees' Retirement Plan of Indianapolis Power & Light Company (IN) $556M · 707
Similar participant headcount
Nearest other-state filings by covered participants (4,314 participants); asset peers above are excluded.
- Nysa-Ila Pension Trust Fund & Plan (NJ) 4,307 · 7 off
- Ufcw Union Local 919 & Contributing Employers' Food Pension Fund (CT) 4,298 · 16 off
- Meijer Omp Pension Plan (MI) 4,331 · 17 off
- Essilorluxottica Pension Plan (NY) 4,281 · 33 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.