Money Purchase · DOL Form 5500 · 2022
San Mateo County Electrical Construction Industry Retiremt Plan Money Purchase Plan
Data updated 2026-08-25
- $514M
- Total assets Above avg plan size
- 1,137
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $452,449
- Avg per participant High balance/head
Official DOL plan name: San Mateo County Electrical Construction Industry Retiremt Plan · Sponsored by San Mateo County Electrical Construction Industry Retiremt Plan · California · Construction
$514M in assets, 1,137 participants
San Mateo County Electrical Construction Industry Retiremt Plan's San Mateo County Electrical Construction Industry Retiremt Plan reported $514M in total assets and 1,137 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,717 in Construction (9,927 peers)
Where San Mateo County Electrical Construction Industry Retiremt Plan sits by assets
San Mateo County Electrical Construction Industry Retiremt Plan sits in the top 5% of all filed plans by assets, $514M for 1,137 participants (~$452,449/participant), down 12.4% in 2022.
- #9,717
- in Construction (9,927 peers)
- -12.4%
- assets change YoY
- 5.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $73M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
San Mateo County Electrical Construction Industry Retiremt Plan's outsized position by total assets
San Mateo County Electrical Construction Industry Retiremt Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$514,434,485 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
San Mateo County Electrical Construction Industry Retiremt Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Mateo County Electrical Construction Industry Retiremt Plan lands in the large band (1,137 participants).
DOL schedule card
Filing strip 516052127 · San Mateo County Electrical Construction Industry Retiremt Plan PY 2022 · Money Purchase
San Mateo County Electrical Construction Industry Retiremt Plan · $514M · 1,137 · 98th
- EBSA $514M
- EBSA 1,137
- EBSA 98th
- EBSA Money Purchase
- EBSA near Educational Testing Service 401(a) Retirement Plan
- EBSA ind #9717
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 Mateo County Electrical Construction Industry Retiremt Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $587M |
|---|---|
| Net Assets (End of Year) | $513M |
| Net Income | -$73M |
| Employer EIN | 516052127 |
| Plan Effective Date | 1963-07-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Mateo County Electrical Construction Industry Retiremt Plan)
Sponsor-wide plan assets over time
All San Mateo County Electrical Construction Industry Retiremt Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $678M 31.746312263650054% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,137 | $514M |
| 2023 | 1 | 1,325 | $600M |
| 2024 | 1 | 1,088 | $678M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
San Mateo County Electrical Construction Industry Retiremt Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Educational Testing Service 401(a) Retirement Plan in NJ ($525M); by covered participants it is Local Union No 306 IBEW Pension Annuity Plan in OH (1,135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($514M here).
- Educational Testing Service 401(a) Retirement Plan (NJ) $525M · 3,282
- Iron Workers District Council of New England Annuity Fund (MA) $500M · 6,992
- Hawaii Carpenters Financial Security Fund (HI) $492M · 4,036
- Virginia Mason Medical Center Retirement Plan (WA) $481M · 5,662
Similar participant headcount
Nearest other-state filings by covered participants (1,137 participants); asset peers above are excluded.
- Local Union No 306 IBEW Pension Annuity Plan (OH) 1,135 · 2 off
- Ironworkers Local 11 Annuity Fund (NJ) 1,139 · 2 off
- Northwest Hospital Center, Inc. Money Purchase Pension Plan and Trust (MD) 1,140 · 3 off
- Brady Funded Retirement Plan (WI) 1,132 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.