Money Purchase · DOL Form 5500 · 2023
Board of Trustees,Construction Laborers Annuity Plan for Southern Cal Money Purchase Plan
Data updated 2026-08-25
- $177M
- Total assets Near avg plan size
- 44,665
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $3,959
- Avg per participant Low balance/head
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.
- #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.
- #8,396
- in Construction (9,030 peers)
- +67.2%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Construction Laborers Annuity Plan for Southern California's outsized position by total assets
Construction Laborers Annuity Plan for Southern California vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$176,808,777 Top 6% higher than 94% 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
Construction Laborers Annuity Plan for Southern California's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Construction Laborers Annuity Plan for Southern California is a mega filing (44,665 participants), the rightmost band on the breakdown.
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.
Form 5500 schedule snapshot
Filing strip 956031812 · Board of Trustees,Construction Laborers Annuity Plan for Southern Cal PY 2023 · Money Purchase
Construction Laborers Annuity Plan for Southern California · $177M · 44,665 · 94th
- EOY $177M
- EOY 44,665
- EOY 94th
- EOY Money Purchase
- EOY near Southern States Savings & Retirement Plan Trust
- EOY ind #8396
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 →
Construction Laborers Annuity Plan for Southern California in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees,Construction Laborers Annuity Plan for Southern Cal plans reported in each filing year
- Latest sponsor-wide plan assets
- $273M 157.98479915901999% vs 2022
- 2024 filing year
| 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.
- 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)
Construction Laborers Annuity Plan for Southern California's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Southern States Savings & Retirement Plan Trust in FL ($178M); by covered participants it is Young Men's Christian Association Retirement Fund Retirement Plan in NY (43,490 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($177M here).
Similar participant headcount
Nearest other-state filings by covered participants (44,665 participants); asset peers above are excluded.
- Young Men's Christian Association Retirement Fund Retirement Plan (NY) 43,490 · 1,175 off
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan (OH) 47,282 · 2,617 off
- Pacific Coast Benefits Trust Fund (WA) 55,426 · 10,761 off
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan (MI) 31,968 · 12,697 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.