Money Purchase · DOL Form 5500 · 2023
Board of Trustees,Construction Laborers Annuity Plan for Southern Cal Money Purchase Plan
Data updated 2026-08-11
- $177M
- Total assets
- 44,665
- Participants
- 94th
- Percentile by assets
- $3,959
- Avg per participant
Official DOL plan name: Construction Laborers Annuity Plan for Southern California · Sponsored by Board of Trustees,Construction Laborers Annuity Plan for Southern Cal · California · Construction
$177M in assets, 44,665 participants
Board of Trustees,Construction Laborers Annuity Plan for Southern Cal's Construction Laborers Annuity Plan for Southern California reported $177M in total assets and 44,665 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #8,396 in Construction (9,030 peers)
Coverage in California
Construction Laborers Annuity Plan for Southern California covers 44,665 participants in California, 71x the typical California plan (state average ~630 per filing). Assets: $177M.
- $177M
- total plan assets (2023 EOY)
- 44,665
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $3,959
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Construction Laborers Annuity Plan for Southern California end-of-year assets rose from $106M in the plan year 2022 filing to $177M in the plan year 2023 filing.
- Construction Laborers Annuity Plan for Southern California reported net income rose from $43M in the plan year 2022 filing to $71M in the plan year 2023 filing.
- Construction Laborers Annuity Plan for Southern California reported participants rose from 31,952 in the plan year 2022 filing to 44,665 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Construction Laborers Annuity Plan for Southern California reports 44,665 participants - 71x that state average ($177M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $176M |
| Net Income | $71M |
| Employer EIN | 956031812 |
| Plan Effective Date | 2018-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees,Construction Laborers Annuity Plan for Southern Cal)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31,952 | $106M |
| 2023 | 1 | 44,665 | $177M |
| 2024 | 1 | 50,993 | $273M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Construction Laborers Annuity Plan for Southern California vs. nearby Money Purchase plans in California, assets vs. participants
- 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
Scale composition for Construction Laborers Annuity Plan for Southern California
Construction Laborers Annuity Plan for Southern California reports $177M in end-of-year assets across 44,665 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.048% of 93,925,755 covered participants) - about $3,959 per participant (3% of the national average assets-per-participant) . Net income for plan year 2023 was $71M.
This plan identity (EIN 956031812, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $106M to $273M (+158.0%) while covered participants moved from 31,952 to 50,993 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 31,952 | $106M | Open filing |
| 2023 | 44,665 | $177M | This page |
| 2024 · index core | 50,993 | $273M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Construction Laborers Annuity Plan for Southern California (Money Purchase, $273M, 50,993 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Construction Laborers Annuity Plan for Southern California by total assets, not by location.
Frequently Asked Questions
How did Construction Laborers Annuity Plan for Southern California assets move in 2023? ▼
How have Board of Trustees,Construction Laborers Annuity Plan for Southern Cal plan assets changed over time? ▼
Where does Construction Laborers Annuity Plan for Southern California rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Construction Laborers Annuity Plan for Southern California? ▼
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Filing takeaways
Ways to act on Construction Laborers Annuity Plan for Southern California's numbers.
- By total assets, Construction Laborers Annuity Plan for Southern California ranks in the top 10% of all 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,Construction Laborers Annuity Plan for Southern Cal's sponsor-wide assets have grown 158.0% since 2022 across 3 plan years on file. More Construction plans