Money Purchase · DOL Form 5500 · 2023
San Mateo County Electrical Construction Industry Retiremt Plan Money Purchase Plan
Data updated 2026-08-25
- $600M
- Total assets Above avg plan size
- 1,325
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $452,987
- Avg per participant High balance/head
Official DOL plan name: San Mateo County Electrical Construction Industry Retiremt Plan · Sponsored by San Mateo County Electrical Construction Industry Retiremt Plan · California · Construction
$600M in assets, 1,325 participants
San Mateo County Electrical Construction Industry Retiremt Plan's San Mateo County Electrical Construction Industry Retiremt Plan reported $600M in total assets and 1,325 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,822 in Construction (9,030 peers)
Coverage in California
San Mateo County Electrical Construction Industry Retiremt Plan covers 1,325 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $600M.
- #8,822
- in Construction (9,030 peers)
- +16.7%
- assets growth YoY
- 6.0×
- vs typical plan assets (national mean)
San Mateo County Electrical Construction Industry Retiremt Plan's outsized position by total assets
San Mateo County Electrical Construction Industry Retiremt Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$600,208,114 Top 2% higher than 98% 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
San Mateo County Electrical Construction Industry Retiremt Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Mateo County Electrical Construction Industry Retiremt Plan lands in the large band (1,325 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Mateo County Electrical Construction Industry Retiremt Plan reported net income rose from -$73M in the plan year 2022 filing to $85M in the plan year 2023 filing.
- San Mateo County Electrical Construction Industry Retiremt Plan end-of-year assets rose from $514M in the plan year 2022 filing to $600M in the plan year 2023 filing.
- San Mateo County Electrical Construction Industry Retiremt Plan reported participants rose from 1,137 in the plan year 2022 filing to 1,325 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 516052127 · San Mateo County Electrical Construction Industry Retiremt Plan PY 2023 · Money Purchase
San Mateo County Electrical Construction Industry Retiremt Plan · $600M · 1,325 · 98th
- TYPE $600M
- TYPE 1,325
- TYPE 98th
- TYPE Money Purchase
- TYPE near Educational Testing Service 401(a) Retirement Plan
- TYPE ind #8822
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 →
San Mateo County Electrical Construction Industry Retiremt Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $514M |
|---|---|
| Net Assets (End of Year) | $598M |
| Net Income | $85M |
| Employer EIN | 516052127 |
| Plan Effective Date | 1963-07-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Mateo County Electrical Construction Industry Retiremt Plan)
Sponsor-wide plan assets over time
All San Mateo County Electrical Construction Industry Retiremt Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $678M 31.746312263650054% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,137 | $514M |
| 2023 | 1 | 1,325 | $600M |
| 2024 | 1 | 1,088 | $678M |
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
San Mateo County Electrical Construction Industry Retiremt Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Educational Testing Service 401(a) Retirement Plan in NJ ($577M); by covered participants it is Milton Hershey School Money Purchase Pension Plan in PA (1,331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($600M here).
- Educational Testing Service 401(a) Retirement Plan (NJ) $577M · 3,310
- Hawaii Carpenters Financial Security Fund (HI) $577M · 3,972
- Iron Workers District Council of New England Annuity Fund (MA) $567M · 7,428
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan (KY) $550M · 1,810
Similar participant headcount
Nearest other-state filings by covered participants (1,325 participants); asset peers above are excluded.
- Milton Hershey School Money Purchase Pension Plan (PA) 1,331 · 6 off
- Public Health Management Corp. Employees' Money Purchase Pension Plan (PA) 1,308 · 17 off
- Pipe Fitters Local Union No. 120 Annuity Fund (OH) 1,373 · 48 off
- Plumbers & Pipefitters Local Union #51 Annuity Plan (RI) 1,273 · 52 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.