Money Purchase · DOL Form 5500 · 2023
The Arc of San Diego Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 424
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $7,468
- Avg per participant Low balance/head
Official DOL plan name: The Contractors Retirement Plan · Sponsored by The Arc of San Diego · California · Construction
$3M in assets, 424 participants
The Arc of San Diego's The Contractors Retirement Plan reported $3M in total assets and 424 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #3,128 in Construction (9,030 peers)
2023 asset change
The Contractors Retirement Plan grew sharply 25.5% in 2023 ($3M → $3M) for 424 participants.
- #3,128
- in Construction (9,030 peers)
- +25.5%
- assets growth YoY
The Contractors Retirement Plan's mid-pack asset rank among Construction and all filers
The Contractors Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,166,568 36th percentile higher than 36% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Contractors Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Contractors Retirement Plan sits mid-pack in the medium band (424 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Contractors Retirement Plan reported net income rose from -$406K in the plan year 2022 filing to $644K in the plan year 2023 filing.
- The Contractors Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Contractors Retirement Plan reported participants rose from 405 in the plan year 2022 filing to 424 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 951863913 · The Arc of San Diego PY 2023 · Money Purchase
The Contractors Retirement Plan · $3M · 424 · 36th
- EIN $3M
- RANK 424
- PHOTO 36th
- IND Money Purchase
- EOY near Iuoe Local 295 & 295c Employees Annuity Plan
- 5500 ind #3128
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 →
The Contractors Retirement Plan in the asset neighbourhood
The Arc of San Diego years around the 2023 move
Sponsor-wide plan assets over time
All The Arc of San Diego plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 1.997628490675549% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,174 | $10M |
| 2023 | 2 | 1,385 | $12M |
| 2024 | 2 | 1,494 | $10M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $644K |
| Employer EIN | 951863913 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
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. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
The Contractors Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Iuoe Local 295 & 295c Employees Annuity Plan in NY ($3M); by covered participants it is Iowa Builders Retirement Plan in IA (424 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (424 participants); asset peers above are excluded.
- Iowa Builders Retirement Plan (IA) 424 · 0 off
- Bricklayers Local No. 8 and Employers Pension Plan (MO) 423 · 1 off
- Wisconsin Glaziers & Glassworkers Money Purchase Fund (WI) 422 · 2 off
- Baker College Employees' Pension Trust (MI) 426 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.