Money Purchase · DOL Form 5500 · 2022
Agc of America, San Diego Chapter, Inc. Retirement Trust Fund Money Purchase Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 361
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $74,548
- Avg per participant Below avg balance/head
Official DOL plan name: Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan · Sponsored by Agc of America, San Diego Chapter, Inc. Retirement Trust Fund · California · Construction
$27M in assets, 361 participants
Agc of America, San Diego Chapter, Inc. Retirement Trust Fund's Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan reported $27M in total assets and 361 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #7,993 in Construction (9,927 peers)
Where Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan sits by assets
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan sits in the top quartile of all filed plans by assets, $27M for 361 participants (~$74,548/participant), down 11.2% in 2022.
- #7,993
- in Construction (9,927 peers)
- -11.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan's outsized position by total assets
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,911,681 Top 19% higher than 81% 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
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan sits mid-pack in the medium band (361 participants).
EBSA filing schedule strip
Filing strip 336297103 · Agc of America, San Diego Chapter, Inc. Retirement Trust Fund PY 2022 · Money Purchase
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan · $27M · 361 · 81st
- SCH $27M
- EBSA 361
- PART 81st
- TYPE Money Purchase
- NET near Ufcw Local 2013 Annuity Fund
- BOOK ind #7993
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 →
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$4M |
| Employer EIN | 336297103 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Agc of America, San Diego Chapter, Inc. Retirement Trust Fund)
Sponsor-wide plan assets over time
All Agc of America, San Diego Chapter, Inc. Retirement Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 10.05785926193165% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 361 | $27M |
| 2023 | 1 | 286 | $23M |
| 2024 | 1 | 281 | $24M |
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
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Ufcw Local 2013 Annuity Fund in NY ($27M); by covered participants it is Minnkota Power Cooperative, Inc Employees Pension Plan - Plan B in ND (362 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (361 participants); asset peers above are excluded.
- Minnkota Power Cooperative, Inc Employees Pension Plan - Plan B (ND) 362 · 1 off
- Illinois Valley Community Hospital Defined Contribution Retirement Plan (IL) 364 · 3 off
- Pipefitters and Plumbers Local No. 524 Pension and Annuity Plan (PA) 357 · 4 off
- Indiana Members Credit Union Pension Plan (IN) 368 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.