Money Purchase · DOL Form 5500 · 2023

Trustees of the Sup Qualified Plans Master Trust Money Purchase Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
1,113
Participants Near avg headcount
83rd
Percentile by assets National rank
$36,117
Avg per participant Low balance/head
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Official DOL plan name: Sup Money Purchase Pension Plan · Sponsored by Trustees of the Sup Qualified Plans Master Trust · California · Transportation & Warehousing

$40M in assets, 1,113 participants

Trustees of the Sup Qualified Plans Master Trust's Sup Money Purchase Pension Plan reported $40M in total assets and 1,113 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,747 in Transportation & Warehousing (3,362 peers)

Where Sup Money Purchase Pension Plan sits by assets

Sup Money Purchase Pension Plan sits in the top quartile of all filed plans by assets, $40M for 1,113 participants (~$36,117/participant), up 11.4% in 2023.

#2,747
in Transportation & Warehousing (3,362 peers)
+11.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sup Money Purchase Pension Plan's outsized position by total assets

Sup Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$40,197,750 Top 17% higher than 83% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Sup Money Purchase Pension 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. Sup Money Purchase Pension Plan lands in the large band (1,113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sup Money Purchase Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sup Money Purchase Pension Plan end-of-year assets rose from $36M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Sup Money Purchase Pension Plan reported participants rose from 1,066 in the plan year 2022 filing to 1,113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943134523 · Trustees of the Sup Qualified Plans Master Trust PY 2023 · Money Purchase

Sup Money Purchase Pension Plan · $40M · 1,113 · 83rd

  • TYPE $40M
  • NET 1,113
  • BOOK 83rd
  • VS-ST Money Purchase
  • BOY near National Electrical Benefit Fund Defined Contribution Plan
  • SCH ind #2747

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 Transportation & Warehousing retirement plans → · Plans in California →

Sup Money Purchase Pension Plan in the asset neighbourhood

Millwright L.U. No. 1554 Supplemental Pension PlanMillwright L.U. No. 1554 Sup…$41MPlumbers & Steamfitters Local #83 Retirement FundPlumbers & Steamfitters Loca…$41MNational Electrical Benefit Fund Defined Contribution PlanNational Electrical Benefit …$40MSup Money Purchase Pension PlanSup Money Purchase Pension P…$40MMdrc Pension Plan$40M
End-of-year total assets ($M) among Sup Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN943134523
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Sup Qualified Plans Master Trust)

Sponsor-wide plan assets over time

All Trustees of the Sup Qualified Plans Master Trust plans reported in each filing year

Latest sponsor-wide plan assets
$59M 24.273477555090402% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.2M $58.6M ▲ +24.3%
Year Plans Participants Total Assets
2022 2 1,714 $47M
2023 2 1,787 $53M
2024 2 1,793 $59M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Sup Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Sup Money Purchase Pension Plan, Total assets ($B): 0.04019775 · Participants: 1113Sup Money Purchase Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Sup Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Sup Money Purchase Pension Plan side-by-side with 3 peers →

Sup Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is National Electrical Benefit Fund Defined Contribution Plan in MD ($40M); by covered participants it is Brady Funded Retirement Plan in WI (1,110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,113 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sup Money Purchase Pension Plan assets move in 2023? ▼
Sup Money Purchase Pension Plan grew at a solid clip - up 11.4% during 2023, from $36M to $40M. Reported net income was $4M.
How have Trustees of the Sup Qualified Plans Master Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Sup Qualified Plans Master Trust's sponsor-wide assets grew 24.3%, from $47M to $59M.
Where does Sup Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Sup Money Purchase Pension Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Sup Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is National Electrical Benefit Fund Defined Contribution Plan in MD ($40M, 153 participants).
Which Money Purchase plans cover a similar participant headcount to Sup Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Brady Funded Retirement Plan in WI (1,110 participants, $75M in assets).

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 943134523.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.