Money Purchase · DOL Form 5500 · 2022
Board of Trustees, Totaltrust Retirement Fund Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 2,028
- Participants
- 38th
- Percentile by assets
- $1,287
- Avg per participant
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.
- 38th percentile by assets (of 139,126 plans)
- #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.
- $3M
- total plan assets (2022 EOY)
- 2,028
- covered participants
- 38th
- percentile by assets (of 139,126 plans)
- $1,287
- avg assets per participant
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Totaltrust Retirement Fund reports 2,028 participants - 3.2x that state average ($3M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 466133352 |
| Plan Effective Date | 2012-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Totaltrust Retirement Fund)
| 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
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Totaltrust Retirement Fund by total assets, not by location.
Frequently Asked Questions
How did Totaltrust Retirement Fund assets move in 2022? ▼
How have Board of Trustees, Totaltrust Retirement Fund plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Totaltrust Retirement Fund? ▼
Next read for Totaltrust Retirement Fund
Filing takeaways
Ways to act on Totaltrust Retirement Fund's numbers.
- By total assets, Totaltrust Retirement Fund ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees, Totaltrust Retirement Fund's sponsor-wide assets have grown 174.5% since 2022 across 3 plan years on file. More Administrative & Support Services plans