Money Purchase · DOL Form 5500 · 2023
Board of Trustees, Cement Masons Southern California Money Purchase Plan
Data updated 2026-08-25
- $202M
- Total assets Near avg plan size
- 5,435
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $37,124
- Avg per participant Low balance/head
Official DOL plan name: Cement Masons Southern California Individual Retirement Account Defined Contribution Trust · Sponsored by Board of Trustees, Cement Masons Southern California · California · Construction
$202M in assets, 5,435 participants
Board of Trustees, Cement Masons Southern California's Cement Masons Southern California Individual Retirement Account Defined Contribution Trust reported $202M in total assets and 5,435 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,472 in Construction (9,030 peers)
Coverage in California
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust covers 5,435 participants in California, 8.6x the typical California plan (state average ~630 per filing). Assets: $202M.
- #8,472
- in Construction (9,030 peers)
- +17.7%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust's outsized position by total assets
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$201,770,500 Top 5% higher than 95% 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
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust'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. Cement Masons Southern California Individual Retirement Account Defined Contribution Trust lands in the large band (5,435 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust reported net income rose from -$30M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust end-of-year assets rose from $171M in the plan year 2022 filing to $202M in the plan year 2023 filing.
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust reported participants rose from 5,280 in the plan year 2022 filing to 5,435 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 953697340 · Board of Trustees, Cement Masons Southern California PY 2023 · Money Purchase
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust · $202M · 5,435 · 95th
- IND $202M
- EOY 5,435
- 5500 95th
- ASSETS Money Purchase
- PCT near Rose-Hulman Institute of Technology Money Purchase Purchase Plan
- EIN ind #8472
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 →
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $171M |
|---|---|
| Net Assets (End of Year) | $201M |
| Net Income | $30M |
| Employer EIN | 953697340 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Cement Masons Southern California)
Sponsor-wide plan assets over time
All Board of Trustees, Cement Masons Southern California plans reported in each filing year
- Latest sponsor-wide plan assets
- $224M 30.670438725485493% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,280 | $171M |
| 2023 | 1 | 5,435 | $202M |
| 2024 | 1 | 5,554 | $224M |
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 Cement Masons Southern California Individual Retirement Account Defined Contribution Trust
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust reports $202M in end-of-year assets across 5,435 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $37,124 per participant (27% of the national average assets-per-participant) . Net income for plan year 2023 was $30M.
This plan identity (EIN 953697340, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $171M to $224M (+30.7%) while covered participants moved from 5,280 to 5,554 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,280 | $171M | Open filing |
| 2023 | 5,435 | $202M | This page |
| 2024 · index core | 5,554 | $224M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust (Money Purchase, $224M, 5,554 participants)
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Rose-Hulman Institute of Technology Money Purchase Purchase Plan in IN ($202M); by covered participants it is Telephone and Data Systems, Inc. Pension Plan in WI (5,421 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($202M here).
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan (IN) $202M · 593
- Government Employees Health Assoc. , Inc. 401(k) Retirement Savings Plan (MO) $204M · 1,450
- Retirement Plan for Lawyers of Debevoise & Plimpton LLP (NY) $197M · 134
- Plumbers & Pipefitters Local No 189 Retirement Savings Plan (OH) $208M · 977
Similar participant headcount
Nearest other-state filings by covered participants (5,435 participants); asset peers above are excluded.
- Telephone and Data Systems, Inc. Pension Plan (WI) 5,421 · 14 off
- Samaritan Health Services Retirement Plan (OR) 5,389 · 46 off
- Virginia Mason Medical Center Retirement Plan (WA) 5,542 · 107 off
- Excavators Union Local 731 Annuity Fund (NY) 5,582 · 147 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.