Money Purchase
2022 plan-year Money Purchase DOL Form 5500

Construction Laborers Annuity Plan for Southern California

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, Construction Laborers Annuity Plan · California · Construction

What the 2023 filing shows

Construction Laborers Annuity Plan for Southern California holds $106M for 31,952 participants — about $3,310 per participant, up 68.9% over the 2022 plan year.

$106M
total plan assets (2022 EOY)
31,952
covered participants
$3,310
avg assets per participant
+68.9%
assets growth YoY
Total Assets (2023)
$106M
Participants
31,952
State
Industry
Construction

What the Filing Says About Construction Laborers Annuity Plan for Southern California

Construction Laborers Annuity Plan for Southern California is a Money Purchase retirement plan sponsored by Board of Trustees, Construction Laborers Annuity Plan, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $106M in total end-of-year assets and covers 31,952 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 956031812, and the plan has been effective since 2018-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $63M at the beginning of 2022 to $106M at year-end — a gain of 68.9%. Net assets (after liabilities) closed the year at $105M, with reported net income of $43M 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)$63M
Total Assets (End of Year)$106M
Net Assets (End of Year)$105M
Net Income$43M
Plan TypeMoney Purchase
Employer EIN956031812
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Construction Laborers Annuity Plan)

Year Plans Participants Total Assets
2022 1 31,952 $106M
2023 1 44,665 $177M
2024 1 50,993 $273M

Nearby Money Purchase Plans in California

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Frequently Asked Questions

How much money is in the Construction Laborers Annuity Plan for Southern California?
As of the 2022 Form 5500 filing, Construction Laborers Annuity Plan for Southern California holds $106M in total assets with 31,952 participants. It is sponsored by Board of Trustees, Construction Laborers Annuity Plan.
What type of plan is Construction Laborers Annuity Plan for Southern California?
Construction Laborers Annuity Plan for Southern California is a Money Purchase plan. It has been effective since 2018-07-01. The plan is filed with the U.S. Department of Labor under EIN 956031812.
Who sponsors the Construction Laborers Annuity Plan for Southern California?
Construction Laborers Annuity Plan for Southern California is sponsored by Board of Trustees, Construction Laborers Annuity Plan, located in California. The sponsor's EIN is 956031812 and the plan operates in the Construction industry.
How did Construction Laborers Annuity Plan for Southern California perform in 2022?
Construction Laborers Annuity Plan for Southern California grew by 68.9% during 2022, moving from $63M to $106M in total assets. Net income was $43M.
Where can I find official filings for Construction Laborers Annuity Plan for Southern California?
Official Form 5500 filings for Construction Laborers Annuity Plan for Southern California are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 956031812 or plan name at efast.dol.gov.
How does Construction Laborers Annuity Plan for Southern California compare to other plans?
You can compare Construction Laborers Annuity Plan for Southern California against other Money Purchase plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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 956031812.

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.

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