Other
2023 plan-year Other DOL Form 5500

CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CA

This Other plan holds $3.3B in total assets and serves 23,365 participants as of 2023. It is sponsored by BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CA in California. The plan reported positive net income of $446M for the year.

Total Assets (2023)
$3.3B
Participants
23,365
State
Industry
Construction

What the Filing Says About CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA

CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA is a Other retirement plan sponsored by BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CA, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $3.3B in total end-of-year assets and covers 23,365 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 436159056, and the plan has been effective since 1962-06-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2.9B at the beginning of 2023 to $3.3B at year-end — a gain of 15.4%. Net assets (after liabilities) closed the year at $3.3B, with reported net income of $446M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2.9B
Total Assets (End of Year)$3.3B
Net Assets (End of Year)$3.3B
Net Income$446M
Plan TypeOther
Employer EIN436159056
Plan Effective Date1962-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CA)

Year Plans Participants Total Assets
2022 1 22,100 $2.9B
2023 1 23,365 $3.3B
2024 1 23,933 $3.7B

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Frequently Asked Questions

How much money is in the CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA?
As of the 2023 Form 5500 filing, CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA holds $3.3B in total assets with 23,365 participants. It is sponsored by BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CA.
What type of plan is CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA?
CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA is a Other plan. It has been effective since 1962-06-15. The plan is filed with the U.S. Department of Labor under EIN 436159056.
Who sponsors the CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA?
CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA is sponsored by BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CA, located in California. The sponsor's EIN is 436159056 and the plan operates in the Construction industry.
How did CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA perform in 2023?
CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA grew by 15.4% during 2023, moving from $2.9B to $3.3B in total assets. Net income was $446M.
Where can I find official filings for CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA?
Official Form 5500 filings for CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 436159056 or plan name at efast.dol.gov.
How does CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA compare to other plans?
You can compare CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 436159056.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.