Money Purchase · DOL Form 5500 · 2023
Contra Costa County Electrical Workers Retirement Plan & Trust Money Purchase Plan
Data updated 2026-08-25
- $437M
- Total assets Above avg plan size
- 1,427
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $306,477
- Avg per participant High balance/head
Official DOL plan name: Contra Costa County Electrical Workers Retirement Plan & Trust · Sponsored by Contra Costa County Electrical Workers Retirement Plan & Trust · California · Construction
$437M in assets, 1,427 participants
Contra Costa County Electrical Workers Retirement Plan & Trust's Contra Costa County Electrical Workers Retirement Plan & Trust reported $437M in total assets and 1,427 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,738 in Construction (9,030 peers)
Coverage in California
Contra Costa County Electrical Workers Retirement Plan & Trust covers 1,427 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $437M.
- #8,738
- in Construction (9,030 peers)
- +14.2%
- assets growth YoY
- 4.4×
- vs typical plan assets (national mean)
Contra Costa County Electrical Workers Retirement Plan & Trust's outsized position by total assets
Contra Costa County Electrical Workers Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$437,343,017 Top 3% higher than 97% 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
Contra Costa County Electrical Workers Retirement Plan & 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. Contra Costa County Electrical Workers Retirement Plan & Trust lands in the large band (1,427 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Contra Costa County Electrical Workers Retirement Plan & Trust reported net income rose from -$70M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Contra Costa County Electrical Workers Retirement Plan & Trust end-of-year assets rose from $383M in the plan year 2022 filing to $437M in the plan year 2023 filing.
- Contra Costa County Electrical Workers Retirement Plan & Trust reported participants fell from 1,444 in the plan year 2022 filing to 1,427 in the plan year 2023 filing.
DOL schedule card
Filing strip 946114525 · Contra Costa County Electrical Workers Retirement Plan & Trust PY 2023 · Money Purchase
Contra Costa County Electrical Workers Retirement Plan & Trust · $437M · 1,427 · 97th
- SCH $437M
- SCH 1,427
- SCH 97th
- SCH Money Purchase
- SCH near The Association of University Physicians Pension Plan
- SCH ind #8738
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 →
Contra Costa County Electrical Workers Retirement Plan & Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $383M |
|---|---|
| Net Assets (End of Year) | $437M |
| Net Income | $55M |
| Employer EIN | 946114525 |
| Plan Effective Date | 1978-06-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Contra Costa County Electrical Workers Retirement Plan & Trust)
Sponsor-wide plan assets over time
All Contra Costa County Electrical Workers Retirement Plan & Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $472M 23.04988676597321% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,444 | $383M |
| 2023 | 1 | 1,427 | $437M |
| 2024 | 1 | 1,265 | $472M |
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
Contra Costa County Electrical Workers Retirement Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is The Association of University Physicians Pension Plan in WA ($437M); by covered participants it is Pamcah-Ua Local 675 Annuity Plan in HI (1,424 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($437M here).
- The Association of University Physicians Pension Plan (WA) $437M · 2,598
- Skadden Arps Slate Meagher & Flom Retirement Plan (NY) $433M · 324
- 112/73 Retirement Plan NECA-IBEW (WA) $421M · 5,901
- Annuity Fd of the Electrical Industry of Long Island (NY) $420M · 2,345
Similar participant headcount
Nearest other-state filings by covered participants (1,427 participants); asset peers above are excluded.
- Pamcah-Ua Local 675 Annuity Plan (HI) 1,424 · 3 off
- NECA-IBEW 177 Pension Fund (FL) 1,443 · 16 off
- Pamcah-Ua Local 675 Annuity Plan (HI) 1,444 · 17 off
- Fhi 360 Employees' Pension Plan (NC) 1,409 · 18 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.