Money Purchase · DOL Form 5500 · 2022
Board of Trustees, Cement Masons Southern California Money Purchase Plan
Data updated 2026-08-25
- $171M
- Total assets Near avg plan size
- 5,280
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $32,472
- Avg per participant Low balance/head
Official DOL plan name: Cement Masons Southern California Individual Retirement Account Defined Contribution Trust · Sponsored by Board of Trustees, Cement Masons Southern California · California · Construction
$171M in assets, 5,280 participants
Board of Trustees, Cement Masons Southern California's Cement Masons Southern California Individual Retirement Account Defined Contribution Trust reported $171M in total assets and 5,280 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #9,351 in Construction (9,927 peers)
Coverage in California
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust covers 5,280 participants in California, 8.4x the typical California plan (state average ~630 per filing). Assets: $171M.
- #9,351
- in Construction (9,927 peers)
- -14.8%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust's outsized position by total assets
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$171,452,611 Top 5% higher than 95% 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
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cement Masons Southern California Individual Retirement Account Defined Contribution Trust lands in the large band (5,280 participants).
Form 5500 schedule snapshot
Filing strip 953697340 · Board of Trustees, Cement Masons Southern California PY 2022 · Money Purchase
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust · $171M · 5,280 · 95th
- BOOK $171M
- BOOK 5,280
- BOOK 95th
- BOOK Money Purchase
- BOOK near Plumbers Local 24 Annuity Fund
- BOOK ind #9351
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 →
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $201M |
|---|---|
| Net Assets (End of Year) | $171M |
| Net Income | -$30M |
| Employer EIN | 953697340 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Cement Masons Southern California)
Sponsor-wide plan assets over time
All Board of Trustees, Cement Masons Southern California plans reported in each filing year
- Latest sponsor-wide plan assets
- $224M 30.670438725485493% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,280 | $171M |
| 2023 | 1 | 5,435 | $202M |
| 2024 | 1 | 5,554 | $224M |
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
Scale composition for Cement Masons Southern California Individual Retirement Account Defined Contribution Trust
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust reports $171M in end-of-year assets across 5,280 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $32,472 per participant (23% of the national average assets-per-participant) . Net income for plan year 2022 was -$30M.
This plan identity (EIN 953697340, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $171M to $224M (+30.7%) while covered participants moved from 5,280 to 5,554 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,280 | $171M | This page |
| 2023 | 5,435 | $202M | Open filing |
| 2024 · index core | 5,554 | $224M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust (Money Purchase, $224M, 5,554 participants)
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Plumbers Local 24 Annuity Fund in NJ ($172M); by covered participants it is Carolina Electrical Workers Retirement Fund in UT (5,169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,280 participants); asset peers above are excluded.
- Carolina Electrical Workers Retirement Fund (UT) 5,169 · 111 off
- Local 68 Engineers Union Annuity Plan (NJ) 5,455 · 175 off
- Iron Workers Locals 40,361, & 417 Annuity Fund (NY) 5,068 · 212 off
- Excavators Union Local 731 Annuity Fund (NY) 5,574 · 294 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.