Money Purchase · DOL Form 5500 · 2022

Board of Trustees, Totaltrust Retirement Fund Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2,028
Participants Near avg headcount
38th
Percentile by assets National rank
$1,287
Avg per participant Low balance/head
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Official DOL plan name: Totaltrust Retirement Fund · Sponsored by Board of Trustees, Totaltrust Retirement Fund · California · Administrative & Support Services

$3M in assets, 2,028 participants

Board of Trustees, Totaltrust Retirement Fund's Totaltrust Retirement Fund reported $3M in total assets and 2,028 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,041 in Administrative & Support Services (4,927 peers)

Coverage in California

Totaltrust Retirement Fund covers 2,028 participants in California, 3.2x the typical California plan (state average ~630 per filing). Assets: $3M.

#3,041
in Administrative & Support Services (4,927 peers)
+85.3%
assets growth YoY

Totaltrust Retirement Fund's mid-pack asset rank among Administrative & Support Services and all filers

Totaltrust Retirement Fund vs every filed plan by assets

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

$2,609,824 38th percentile higher than 38% 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

Totaltrust Retirement 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. Totaltrust Retirement Fund lands in the large band (2,028 participants).

EBSA filing schedule strip

Filing strip 466133352 · Board of Trustees, Totaltrust Retirement Fund PY 2022 · Money Purchase

Totaltrust Retirement Fund · $3M · 2,028 · 38th

  • RANK $3M
  • RANK 2,028
  • RANK 38th
  • RANK Money Purchase
  • RANK near Winston W Chen Dds PA Profit Sharing Plan
  • RANK ind #3041

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 Administrative & Support Services retirement plans → · Plans in California →

Totaltrust Retirement Fund in the asset neighbourhood

Totaltrust Retirement Fund$3MWinston W Chen Dds PA Profit Sharing PlanWinston W Chen Dds PA Profit…$3MAsheville Transit Employees Money Purchase Pension PlanAsheville Transit Employees …$3MThe Family Connection Partnership Defined Contribution PlanThe Family Connection Partne…$3MGeimer, Ehrlich & Gross PA Money Purchase PensionGeimer, Ehrlich & Gross PA M…$3M
End-of-year total assets ($M) among Totaltrust Retirement Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN466133352
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Totaltrust Retirement Fund)

Sponsor-wide plan assets over time

All Board of Trustees, Totaltrust Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$7M 174.45356468482166% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.61M $7.16M ▲ +174.3%
Year Plans Participants Total Assets
2022 1 2,028 $3M
2023 1 2,324 $5M
2024 1 2,014 $7M

Nearby Money Purchase Plans in California

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

Totaltrust Retirement Fund vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants Totaltrust Retirement Fund, Total assets ($B): 0.002609824 · Participants: 2028Totaltrust Retirement FundThe 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
Totaltrust Retirement Fund vs. nearby Money Purchase plans in California, assets vs. participants
Compare Totaltrust Retirement Fund side-by-side with 3 peers →

Totaltrust Retirement Fund's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Winston W Chen Dds PA Profit Sharing Plan in NJ ($3M); by covered participants it is U a Local 322 Annuity Fund in NJ (2,032 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,028 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 Totaltrust Retirement Fund assets move in 2022? ▼
Totaltrust Retirement Fund surged - up 85.3% during 2022, from $1M to $3M. Reported net income was $1M.
How have Board of Trustees, Totaltrust Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Totaltrust Retirement Fund's sponsor-wide assets grew 174.5%, from $3M to $7M.
Which Money Purchase plans are similar in size to Totaltrust Retirement Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Winston W Chen Dds PA Profit Sharing Plan in NJ ($3M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Totaltrust Retirement Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is U a Local 322 Annuity Fund in NJ (2,032 participants, $130M 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 466133352.

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.