Money Purchase · DOL Form 5500 · 2022

Board of Trustees, B.a.C. Local 3 Pension Trust Fund Money Purchase Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
640
Participants Below avg headcount
93rd
Percentile by assets National rank
$174,782
Avg per participant Above avg balance/head
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Official DOL plan name: B.a.C. Local No. 3 Defined Contribution Pension Plan · Sponsored by Board of Trustees, B.a.C. Local 3 Pension Trust Fund · California · Finance & Insurance

$112M in assets, 640 participants

Board of Trustees, B.a.C. Local 3 Pension Trust Fund's B.a.C. Local No. 3 Defined Contribution Pension Plan reported $112M in total assets and 640 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.

  • #8,269 in Finance & Insurance (9,261 peers)

Where B.a.C. Local No. 3 Defined Contribution Pension Plan sits by assets

B.a.C. Local No. 3 Defined Contribution Pension Plan sits in the top 10% of all filed plans by assets, $112M for 640 participants (~$174,782/participant), up 0.8% in 2022.

#8,269
in Finance & Insurance (9,261 peers)
+0.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

B.a.C. Local No. 3 Defined Contribution Pension Plan's outsized position by total assets

B.a.C. Local No. 3 Defined Contribution Pension Plan vs every filed plan by assets

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

$111,860,344 Top 7% higher than 93% 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

B.a.C. Local No. 3 Defined Contribution Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. B.a.C. Local No. 3 Defined Contribution Pension Plan sits mid-pack in the medium band (640 participants).

Published 5500 schedule card

Filing strip 900888690 · Board of Trustees, B.a.C. Local 3 Pension Trust Fund PY 2022 · Money Purchase

B.a.C. Local No. 3 Defined Contribution Pension Plan · $112M · 640 · 93rd

  • SCH $112M
  • EBSA 640
  • PART 93rd
  • TYPE Money Purchase
  • NET near Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund
  • BOOK ind #8269

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 Finance & Insurance retirement plans → · Plans in California →

B.a.C. Local No. 3 Defined Contribution Pension Plan in the asset neighbourhood

Local Union 598 Supplemental Pension PlanLocal Union 598 Supplemental…$113MHeat & Frost Insulators and Allied Workers Local 6 Annuity FundHeat & Frost Insulators and …$112MB.a.C. Local No. 3 Defined Contribution Pension PlanB.a.C. Local No. 3 Defined C…$112MRetirement Plan for Paralegals and Partners of Curtis,Mallet-Prevost, Colt & Mosle LLPRetirement Plan for Paralega…$111MMcphs University Pension Plan$111M
End-of-year total assets ($M) among B.a.C. Local No. 3 Defined Contribution Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$112M
Net Income$1M
Employer EIN900888690
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, B.a.C. Local 3 Pension Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees, B.a.C. Local 3 Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$314M 12.220394004248313% vs 2022
2024 filing year
$260M$280M$300M$320M 202220232024 $280M $314M ▲ +12.2%
Year Plans Participants Total Assets
2022 2 1,375 $280M
2023 2 1,542 $300M
2024 2 1,580 $314M

Nearby Money Purchase Plans in California

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

B.a.C. Local No. 3 Defined Contribution Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants B.a.C. Local No. 3 Defined Contribution Pension Plan, Total assets ($B): 0.111860344 · Participants: 640B.a.C. Local No. 3 Defined Contribution Pension PlanThe 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
B.a.C. Local No. 3 Defined Contribution Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare B.a.C. Local No. 3 Defined Contribution Pension Plan side-by-side with 3 peers →

B.a.C. Local No. 3 Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund in MA ($112M); by covered participants it is Tinker Federal Credit Union Target Benefit Plan in OK (636 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (640 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 B.a.C. Local No. 3 Defined Contribution Pension Plan assets move in 2022? ▼
B.a.C. Local No. 3 Defined Contribution Pension Plan held essentially flat - up 0.8% during 2022, from $111M to $112M. Reported net income was $1M.
How have Board of Trustees, B.a.C. Local 3 Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, B.a.C. Local 3 Pension Trust Fund's sponsor-wide assets grew 12.2%, from $280M to $314M.
Where does B.a.C. Local No. 3 Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼
B.a.C. Local No. 3 Defined Contribution Pension Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to B.a.C. Local No. 3 Defined Contribution Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund in MA ($112M, 1,125 participants).
Which Money Purchase plans cover a similar participant headcount to B.a.C. Local No. 3 Defined Contribution Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Tinker Federal Credit Union Target Benefit Plan in OK (636 participants, $11M 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 900888690.

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.