Money Purchase · DOL Form 5500 · 2023

Contra Costa County Electrical Workers Retirement Plan & Trust Money Purchase Plan

Data updated 2026-08-11

$437M
Total assets
1,427
Participants
97th
Percentile by assets
$306,477
Avg per participant
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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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$437M
total plan assets (2023 EOY)
1,427
covered participants
97th
percentile by assets (of 127,072 plans)
$306,477
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Contra Costa County Electrical Workers Retirement Plan & Trust reports 1,427 participants - 2.3x that state average ($437M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$383M
Net Assets (End of Year)$437M
Net Income$55M
Employer EIN946114525
Plan Effective Date1978-06-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Contra Costa County Electrical Workers Retirement Plan & Trust)

$350M$400M$450M$500M 202220232024 $383M $472M ▲ +23.1%
Total plan assets by year, all Contra Costa County Electrical Workers Retirement Plan & Trust plans on file
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.

Contra Costa County Electrical Workers Retirement Plan & Trust vs. nearby Money Purchase plans in California, assets vs. participants

Contra Costa County Electrical Workers Retirement Plan & Trust vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 02468 Total assets ($B) Participants Contra Costa County …The Permanente Contr…Kaiser Permanente Su…University of Southe…Carpenters Annuity T…Directors Guild of A…
Contra Costa County Electrical Workers Retirement Plan & Trust vs. nearby Money Purchase plans in California, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Contra Costa County Electrical Workers Retirement Plan & Trust by total assets, not by location.

Frequently Asked Questions

How did Contra Costa County Electrical Workers Retirement Plan & Trust assets move in 2023?
Contra Costa County Electrical Workers Retirement Plan & Trust grew at a solid clip - up 14.2% during 2023, from $383M to $437M. Reported net income was $55M.
How have Contra Costa County Electrical Workers Retirement Plan & Trust plan assets changed over time?
Across 3 plan years on file (2022-2024), Contra Costa County Electrical Workers Retirement Plan & Trust's sponsor-wide assets grew 23.0%, from $383M to $472M.
Where does Contra Costa County Electrical Workers Retirement Plan & Trust rank by assets among Form 5500 filers?
Contra Costa County Electrical Workers Retirement Plan & Trust ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Contra Costa County Electrical Workers Retirement Plan & Trust?
Among Money Purchase plans in other states, the closest by assets is The Association of University Physicians Pension Plan in WA ($437M, 2,598 participants).

Next read for Contra Costa County Electrical Workers R…

Filing takeaways

Ways to act on Contra Costa County Electrical Workers Retirement Plan & Trust's numbers.

  • By total assets, Contra Costa County Electrical Workers Retirement Plan & Trust ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
  • Contra Costa County Electrical Workers Retirement Plan & Trust's sponsor-wide assets have grown 23.0% since 2022 across 3 plan years on file. More Construction plans