Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Agc of America, San Diego Chapter, Inc. Retirement Trust Fund · California · Construction
What the 2023 filing shows
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan holds $27M for 361 participants — about $74,548 per participant, down 11.2% over the 2022 plan year.
- $27M
- total plan assets (2022 EOY)
- 361
- covered participants
- $74,548
- avg assets per participant
- -11.2%
- assets change YoY
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.
What the Filing Says About Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan is a Money Purchase retirement plan sponsored by Agc of America, San Diego Chapter, Inc. Retirement Trust Fund, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $27M in total end-of-year assets and covers 361 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 336297103, and the plan has been effective since 1976-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $30M at the beginning of 2022 to $27M at year-end — a decline of 11.2%. Net assets (after liabilities) closed the year at $26M, with reported net income of $-3,777,417 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $30M |
| Total Assets (End of Year) | $27M |
| Net Assets (End of Year) | $26M |
| Net Income | $-3,777,417 |
| Plan Type | Money Purchase |
| 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.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Related Data
Guides
Frequently Asked Questions
How much money is in the Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan? ▼
What type of plan is Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan? ▼
Who sponsors the Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan? ▼
How did Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan perform in 2022? ▼
Where can I find official filings for Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan? ▼
How does Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 336297103.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.