Money Purchase · DOL Form 5500 · 2022

Santa Barbara Masonry Local 5 Pension Plan Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
296
Participants Below avg headcount
52nd
Percentile by assets National rank
$18,276
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Santa Barbara Masonry Local 5 Pension Plan · Sponsored by Santa Barbara Masonry Local 5 Pension Plan · California · Construction

$5M in assets, 296 participants

Santa Barbara Masonry Local 5 Pension Plan's Santa Barbara Masonry Local 5 Pension Plan reported $5M in total assets and 296 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,108 in Construction (9,927 peers)

Coverage in California

Santa Barbara Masonry Local 5 Pension Plan covers 296 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $5M.

#5,108
in Construction (9,927 peers)
-17.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Santa Barbara Masonry Local 5 Pension Plan's mid-pack asset rank among Construction and all filers

Santa Barbara Masonry Local 5 Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,409,673 Top 48% higher than 52% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Santa Barbara Masonry Local 5 Pension 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. Santa Barbara Masonry Local 5 Pension Plan sits mid-pack in the medium band (296 participants).

EBSA filing schedule strip

Filing strip 956332744 · Santa Barbara Masonry Local 5 Pension Plan PY 2022 · Money Purchase

Santa Barbara Masonry Local 5 Pension Plan · $5M · 296 · 52nd

  • SCH $5M
  • SCH 296
  • SCH 52nd
  • SCH Money Purchase
  • SCH near Middle East Marketing Pension Plan
  • SCH ind #5108

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 →

Santa Barbara Masonry Local 5 Pension Plan in the asset neighbourhood

American Statistical Association Money Purchase PlanAmerican Statistical Associa…$5MMiddle East Marketing Pension PlanMiddle East Marketing Pensio…$5MSanta Barbara Masonry Local 5 Pension PlanSanta Barbara Masonry Local …$5MIda County Iowa Community Hospital Inc. Dba Horn Memorial Hospital Employees Pension PlanIda County Iowa Community Ho…$5MService Employees Intl Union Local 2000 Pension FundService Employees Intl Union…$5M
End-of-year total assets ($M) among Santa Barbara Masonry Local 5 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN956332744
Plan Effective Date1970-08-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Barbara Masonry Local 5 Pension Plan)

Sponsor-wide plan assets over time

All Santa Barbara Masonry Local 5 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$5M 16.243551135161034% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $5.41M $4.53M ▼ -16.3%
Year Plans Participants Total Assets
2022 1 296 $5M
2023 1 299 $5M
2024 1 254 $5M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Santa Barbara Masonry Local 5 Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Santa Barbara Masonry Local 5 Pension Plan, Total assets ($B): 0.005409673 · Participants: 296Santa Barbara Masonry Local 5 Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Santa Barbara Masonry Local 5 Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Santa Barbara Masonry Local 5 Pension Plan side-by-side with 3 peers →

Santa Barbara Masonry Local 5 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Middle East Marketing Pension Plan in NJ ($5M); by covered participants it is Guardian Angels Health Services Inc. Employees Pension Plan in MN (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Santa Barbara Masonry Local 5 Pension Plan assets move in 2022? ▼
Santa Barbara Masonry Local 5 Pension Plan declined sharply - down 17.2% during 2022, from $7M to $5M. Reported net income was -$1M.
How have Santa Barbara Masonry Local 5 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Barbara Masonry Local 5 Pension Plan's sponsor-wide assets declined 16.2%, from $5M to $5M.
Which Money Purchase plans are similar in size to Santa Barbara Masonry Local 5 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Middle East Marketing Pension Plan in NJ ($5M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Santa Barbara Masonry Local 5 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Guardian Angels Health Services Inc. Employees Pension Plan in MN (297 participants, $5M in assets).

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 956332744.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.