Employer · plans filed under one EIN
Board of Trustees, San Francisco Electrical Workers
San Francisco, CA · Construction
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Board of Trustees, San Francisco Electrical Workers's employer identification number (San Francisco, California). Their latest filings total 7,364 participant records and $1.26B in net assets.
The largest is San Francisco Electrical Workers Retirement Savings Plan, a 401(k) plan with 4,042 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $43.4M and participant contributions $15.2M in the latest plan years; benefits paid were $109M. Schedule C compensation reported to service provider organisations totalled $3.6M.
Combined net assets moved from $620M in 2009 to $1.26B in 2024 (up 103%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| San Francisco Electrical Workers Retirement Savings Plan | 401(k) plan | 2024 | 4,042 | $561M | $138,894 | $9,354 | $1.1M |
| Northern California Electrical Workers Pension Plan | defined benefit pension plan | 2024 | 3,322 | $696M | $209,472 | $16,949 | $2.5M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 7,364 | $1.26B | $43.4M | $15.2M |
| 2023 | 2 | 7,585 | $1.16B | $41.3M | $13.3M |
| 2022 | 2 | 7,757 | $1.03B | $39.5M | $10.5M |
| 2021 | 2 | 7,618 | $1.22B | $39.5M | $10.8M |
| 2020 | 2 | 7,570 | $1.11B | $38.5M | $12.1M |
| 2019 | 2 | 7,239 | $1.02B | $42.8M | $13.1M |
| 2018 | 2 | 6,434 | $890M | $37.6M | $11.1M |
| 2017 | 2 | 6,486 | $937M | $33.7M | $9.4M |
| 2016 | 2 | 5,802 | $849M | $30.1M | $8.3M |
| 2015 | 2 | 5,724 | $798M | $30.0M | $7.1M |
| 2014 | 2 | 5,467 | $812M | $26.3M | $5.4M |
| 2013 | 2 | 5,228 | $788M | $22.0M | $4.7M |
| 2012 | 2 | 5,153 | $693M | $19.9M | $4.0M |
| 2011 | 2 | 5,151 | $632M | $15.2M | $2.9M |
| 2010 | 2 | 5,289 | $661M | $10.9M | $2.2M |
| 2009 | 2 | 5,441 | $620M | $12.0M | $2.5M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| E.I.S.B., Inc. | Plan Administrator | 2 | $780,705 |
| Fidelity Investments | Participant loan processing | 1 | $766,319 |
| Ifm Investors Pty Ltd. | Investment management; Foreign entity | 1 | $589,141 |
| Dodge & Cox | Investment management | 1 | $337,731 |
| William Blair Investment MGMT LLC | — | 1 | $280,212 |
| National Real Estate Advisors, Inc. | Investment management | 1 | $236,028 |
| JP Morgan Investment Management | Investment advisory (plan); Investment management | 1 | $220,137 |
| Alan Biller & Associates | Consulting (general); Investment advisory (plan) | 2 | $157,583 |
| Foster & Foster | Actuarial | 1 | $58,100 |
| Stephen Horn Insurance Services | Insurance services; Insurance agents and brokers | 2 | $57,489 |
| Comerica Bank | Custodial (other than securities); Custodial (securities); Other services | 1 | $54,125 |
| Miller Kaplan Arase LLP | Accounting (including auditing) | 2 | $51,450 |
| Leonard Carder, LLP | Legal | 1 | $11,824 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Board of Trustees, San Francisco Electrical Workers have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: San Francisco Electrical Workers Retirement Savings Plan and Northern California Electrical Workers Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Board of Trustees, San Francisco Electrical Workers contribute to its plans?
$43,366,913 in employer contributions across these plans in their latest plan years, about $12,684 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name E.I.S.B., Inc., Fidelity Investments, Ifm Investors Pty Ltd. and Dodge & Cox and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.