Defined Benefit (Pension) · DOL Form 5500 · 2024

San Diego Electrical Pension Trust Pension Plan

Data updated 2026-08-11

$558M
Total assets
4,314
Participants
97th
Percentile by assets
$129,454
Avg per participant
PlainRetire home → About this data

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.

  • 97th percentile by assets (of 123,622 plans)
  • #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.

$558M
total plan assets (2024 EOY)
4,314
covered participants
97th
percentile by assets (of 123,622 plans)
$129,454
avg assets per participant

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.

See the national 2023→2024 release diff →

State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. San Diego Electrical Pension Plan reports 4,314 participants - 6.8x that state average ($558M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$512M
Net Assets (End of Year)$558M
Net Income$46M
Employer EIN956101801
Plan Effective Date1964-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Diego Electrical Pension Trust)

$400M$450M$500M$550M$600M 202220232024 $433M $558M ▲ +29.0%
Total plan assets by year, all San Diego Electrical Pension Trust plans on file
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.

San Diego Electrical Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

San Diego Electrical Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants San Diego Electrical…Kaiser Permanente Re…Pacific Gas and Elec…Retirement Plan for …Western States Carpe…Ilwu-Pma Pension Plan
San Diego Electrical Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to San Diego Electrical Pension Plan by total assets, not by location.

Frequently Asked Questions

How did San Diego Electrical Pension Plan assets move in 2024?
San Diego Electrical Pension Plan grew at a solid clip - up 9.1% during 2024, from $512M to $558M. Reported net income was $46M.
How have San Diego Electrical Pension Trust plan assets changed over time?
Across 3 plan years on file (2022-2024), San Diego Electrical Pension Trust's sponsor-wide assets grew 29.0%, from $433M to $558M.
Where does San Diego Electrical Pension Plan rank by assets among Form 5500 filers?
San Diego Electrical Pension Plan ranks in the 97th 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 Defined Benefit (Pension) plans are similar in size to San Diego Electrical Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for International Officers, Representatives and Assistants of the Intl Brotherhood of Electrical Workers in DC ($559M, 240 participants).

Next read for San Diego Electrical Pension Plan

Filing takeaways

Ways to act on San Diego Electrical Pension Plan's numbers.

  • By total assets, San Diego Electrical Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
  • San Diego Electrical Pension Trust's sponsor-wide assets have grown 29.0% since 2022 across 3 plan years on file. More Construction plans