Money Purchase · DOL Form 5500 · 2022
South Central Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 8,341
- Participants Very large workforce
- 93rd
- Percentile by assets National rank
- $12,875
- Avg per participant Low balance/head
Official DOL plan name: South Central Annuity Fund · Sponsored by South Central Annuity Fund · Texas · Construction
$107M in assets, 8,341 participants
South Central Annuity Fund's South Central Annuity Fund reported $107M in total assets and 8,341 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #9,121 in Construction (9,927 peers)
Coverage in Texas
South Central Annuity Fund covers 8,341 participants in Texas, 12x the typical Texas plan (state average ~688 per filing). Assets: $107M.
- #9,121
- in Construction (9,927 peers)
- -0.4%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $484K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
South Central Annuity Fund's outsized position by total assets
South Central Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$107,390,539 Top 7% higher than 93% 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
South Central Annuity Fund'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. South Central Annuity Fund lands in the large band (8,341 participants).
EBSA filing schedule strip
Filing strip 352409603 · South Central Annuity Fund PY 2022 · Money Purchase
South Central Annuity Fund · $107M · 8,341 · 93rd
- PHOTO $107M
- IND 8,341
- EOY 93rd
- 5500 Money Purchase
- ASSETS near Mid-Atlantic States District Council Participating Locals Annuity Fund
- PCT ind #9121
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 Texas →
South Central Annuity Fund in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | -$484K |
| Employer EIN | 352409603 |
| Plan Effective Date | 2011-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Central Annuity Fund)
Sponsor-wide plan assets over time
All South Central Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $142M 31.80251008890085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,341 | $107M |
| 2023 | 1 | 8,750 | $129M |
| 2024 | 1 | 8,884 | $142M |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Occidental Petroleum Corporation Retirement Plan $957M · N/A
- Alcon Retirement Plan $846M · 9,281
- William Marsh Rice University Defined Contribution Retirement Plan $718M · 6,837
- Apache Corporation Money Purchase Retirement Plan $211M · 1,394
- Greater Texas IBEW NECA Annuity Plan $137M · 3,298
Scale composition for South Central Annuity Fund
South Central Annuity Fund reports $107M in end-of-year assets across 8,341 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $12,875 per participant (9% of the national average assets-per-participant) . Net income for plan year 2022 was -$484K.
This plan identity (EIN 352409603, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $107M to $142M (+31.8%) while covered participants moved from 8,341 to 8,884 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,341 | $107M | This page |
| 2023 | 8,750 | $129M | Open filing |
| 2024 · index core | 8,884 | $142M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- South Central Annuity Fund (Money Purchase, $142M, 8,884 participants)
South Central Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Texas, the nearest Money Purchase by assets is Mid-Atlantic States District Council Participating Locals Annuity Fund in VA ($108M); by covered participants it is Electrical Workers Deferred Income Plan Local 103, I.B.E.W. in MA (8,275 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
Similar participant headcount
Nearest other-state filings by covered participants (8,341 participants); asset peers above are excluded.
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. (MA) 8,275 · 66 off
- Employees Retirement Plan of Marshfield Clinic (WI) 8,253 · 88 off
- Rhode Island Laborers Annuity Fund (RI) 8,566 · 225 off
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a (MD) 8,647 · 306 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.