Money Purchase · DOL Form 5500 · 2023

Santa Barbara Masonry Local 5 Pension Plan Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
299
Participants Below avg headcount
46th
Percentile by assets National rank
$17,924
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Santa Barbara Masonry Local 5 Pension Plan · Sponsored by Santa Barbara Masonry Local 5 Pension Plan · California · Construction

$5M in assets, 299 participants

Santa Barbara Masonry Local 5 Pension Plan's Santa Barbara Masonry Local 5 Pension Plan reported $5M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,963 in Construction (9,030 peers)

Coverage in California

Santa Barbara Masonry Local 5 Pension Plan covers 299 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $5M.

#3,963
in Construction (9,030 peers)
-0.9%
assets change YoY

The plan reported a net loss of $54K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Santa Barbara Masonry Local 5 Pension Plan's mid-pack asset rank among Construction and all filers

Santa Barbara Masonry Local 5 Pension Plan vs every filed plan by assets

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

$5,359,176 46th percentile higher than 46% 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

Santa Barbara Masonry Local 5 Pension 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. Santa Barbara Masonry Local 5 Pension Plan sits mid-pack in the medium band (299 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santa Barbara Masonry Local 5 Pension Plan reported net income rose from -$1M in the plan year 2022 filing to -$54K in the plan year 2023 filing.
  • Santa Barbara Masonry Local 5 Pension Plan reported participants rose from 296 in the plan year 2022 filing to 299 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 956332744 · Santa Barbara Masonry Local 5 Pension Plan PY 2023 · Money Purchase

Santa Barbara Masonry Local 5 Pension Plan · $5M · 299 · 46th

  • PCT $5M
  • PCT 299
  • PCT 46th
  • PCT Money Purchase
  • PCT near Santa Fe Institute Money Purchase Plan
  • PCT ind #3963

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 →

Santa Barbara Masonry Local 5 Pension Plan in the asset neighbourhood

Transtecs Corporation Employees Money Purchase Pension PlanTranstecs Corporation Employ…$5MDermatology Clinic, P.a. Retirement PlanDermatology Clinic, P.a. Ret…$5MSanta Barbara Masonry Local 5 Pension PlanSanta Barbara Masonry Local …$5MSanta Fe Institute Money Purchase PlanSanta Fe Institute Money Pur…$5MAmerican Airlines, Inc. Non-Pilot Variable PlanAmerican Airlines, Inc. Non-…$5M
End-of-year total assets ($M) among Santa Barbara Masonry Local 5 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$54K
Employer EIN956332744
Plan Effective Date1970-08-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Barbara Masonry Local 5 Pension Plan)

Sponsor-wide plan assets over time

All Santa Barbara Masonry Local 5 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$5M 16.243551135161034% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $5.41M $4.53M ▼ -16.3%
Year Plans Participants Total Assets
2022 1 296 $5M
2023 1 299 $5M
2024 1 254 $5M

Nearby Money Purchase Plans in California

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

Santa Barbara Masonry Local 5 Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Santa Barbara Masonry Local 5 Pension Plan, Total assets ($B): 0.005359176 · Participants: 299Santa Barbara Masonry Local 5 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
Santa Barbara Masonry Local 5 Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Santa Barbara Masonry Local 5 Pension Plan side-by-side with 3 peers →

Santa Barbara Masonry Local 5 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Santa Fe Institute Money Purchase Plan in NM ($5M); by covered participants it is Boston Plasterers & Cement Masons Local 534 Deferred Income Plan in MA (299 participants). Same-state nearby plans are listed separately above.

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 Santa Barbara Masonry Local 5 Pension Plan assets move in 2023? ▼
Santa Barbara Masonry Local 5 Pension Plan held essentially flat - down 0.9% during 2023, from $5M to $5M. Reported net income was -$54K.
How have Santa Barbara Masonry Local 5 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Barbara Masonry Local 5 Pension Plan's sponsor-wide assets declined 16.2%, from $5M to $5M.
Which Money Purchase plans are similar in size to Santa Barbara Masonry Local 5 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Santa Fe Institute Money Purchase Plan in NM ($5M, 13 participants).
Which Money Purchase plans cover a similar participant headcount to Santa Barbara Masonry Local 5 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Boston Plasterers & Cement Masons Local 534 Deferred Income Plan in MA (299 participants, $45M 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 956332744.

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.