Money Purchase · DOL Form 5500 · 2023
Agc of America, San Diego Chapter, Inc. Retirement Trust Fund Money Purchase Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 286
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $79,899
- Avg per participant Below avg balance/head
Official DOL plan name: Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan · Sponsored by Agc of America, San Diego Chapter, Inc. Retirement Trust Fund · California · Construction
$23M in assets, 286 participants
Agc of America, San Diego Chapter, Inc. Retirement Trust Fund's Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan reported $23M in total assets and 286 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #6,651 in Construction (9,030 peers)
Coverage in California
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan covers 286 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $23M.
- #6,651
- in Construction (9,030 peers)
- -15.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan's outsized position by total assets
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,851,240 Top 25% higher than 75% 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
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit 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. Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan sits mid-pack in the medium band (286 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan reported participants fell from 361 in the plan year 2022 filing to 286 in the plan year 2023 filing.
- Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan end-of-year assets fell from $27M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 336297103 · Agc of America, San Diego Chapter, Inc. Retirement Trust Fund PY 2023 · Money Purchase
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan · $23M · 286 · 75th
- BOOK $23M
- VS-ST 286
- BOY 75th
- SCH Money Purchase
- EBSA near Plumbers & Pipefitters Union Local 178 Money Purchase Plan
- PART ind #6651
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 →
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 336297103 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Agc of America, San Diego Chapter, Inc. Retirement Trust Fund)
Sponsor-wide plan assets over time
All Agc of America, San Diego Chapter, Inc. Retirement Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 10.05785926193165% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 361 | $27M |
| 2023 | 1 | 286 | $23M |
| 2024 | 1 | 281 | $24M |
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
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Plumbers & Pipefitters Union Local 178 Money Purchase Plan in MO ($23M); by covered participants it is Retirement Plan for Prior Alcon Employees in NJ (286 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (286 participants); asset peers above are excluded.
- Retirement Plan for Prior Alcon Employees (NJ) 286 · 0 off
- Retirement Plan for Clerical and Maintenance Employees of the University of Scranton (PA) 286 · 0 off
- Mississippi County Arkansas Economic Opportunity Commission, Inc. Pension (AR) 285 · 1 off
- Roofers & Waterproofers Local 37 Annuity Fund (PA) 285 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.