Money Purchase · DOL Form 5500 · 2022
Agc of America, San Diego Chapter, Inc. Retirement Trust Fund Money Purchase Plan
Data updated 2026-08-11
- $27M
- Total assets
- 361
- Participants
- 81st
- Percentile by assets
- $74,548
- Avg per participant
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.
- 81st percentile by assets (of 139,126 plans)
- #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.
- $27M
- total plan assets (2022 EOY)
- 361
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $74,548
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan outranks 81% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
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)
| 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.
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan vs. nearby Money Purchase plans in California, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan by total assets, not by location.
Frequently Asked Questions
How did Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan assets move in 2022? ▼
How have Agc of America, San Diego Chapter, Inc. Retirement Trust Fund plan assets changed over time? ▼
Where does Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan? ▼
Next read for Associated General Contractors of Americ…
Scale reading
Ways to act on Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan's numbers.
- By total assets, Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Agc of America, San Diego Chapter, Inc. Retirement Trust Fund's sponsor-wide assets have declined 10.1% since 2022 across 3 plan years on file. More Construction plans