Money Purchase
2023 plan-year Money Purchase DOL Form 5500

Contra Costa County Electrical Workers Retirement Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Contra Costa County Electrical Workers Retirement Plan & Trust · California · Construction

What the 2023 filing shows

Contra Costa County Electrical Workers Retirement Plan & Trust holds $437M for 1,427 participants — about $306,477 per participant, up 14.2% over the 2023 plan year.

$437M
total plan assets (2023 EOY)
1,427
covered participants
$306,477
avg assets per participant
+14.2%
assets growth YoY
Total Assets (2023)
$437M
Participants
1,427
State
Industry
Construction

What the Filing Says About Contra Costa County Electrical Workers Retirement Plan & Trust

Contra Costa County Electrical Workers Retirement Plan & Trust is a Money Purchase retirement plan sponsored by Contra Costa County Electrical Workers Retirement Plan & Trust, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $437M in total end-of-year assets and covers 1,427 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 946114525, and the plan has been effective since 1978-06-27. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $383M at the beginning of 2023 to $437M at year-end — a gain of 14.2%. Net assets (after liabilities) closed the year at $437M, with reported net income of $55M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

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

Year Plans Participants Total Assets
2022 1 1,444 $383M
2023 1 1,427 $437M
2024 1 1,265 $472M

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Frequently Asked Questions

How much money is in the Contra Costa County Electrical Workers Retirement Plan & Trust?
As of the 2023 Form 5500 filing, Contra Costa County Electrical Workers Retirement Plan & Trust holds $437M in total assets with 1,427 participants. It is sponsored by Contra Costa County Electrical Workers Retirement Plan & Trust.
What type of plan is Contra Costa County Electrical Workers Retirement Plan & Trust?
Contra Costa County Electrical Workers Retirement Plan & Trust is a Money Purchase plan. It has been effective since 1978-06-27. The plan is filed with the U.S. Department of Labor under EIN 946114525.
Who sponsors the Contra Costa County Electrical Workers Retirement Plan & Trust?
Contra Costa County Electrical Workers Retirement Plan & Trust is sponsored by Contra Costa County Electrical Workers Retirement Plan & Trust, located in California. The sponsor's EIN is 946114525 and the plan operates in the Construction industry.
How did Contra Costa County Electrical Workers Retirement Plan & Trust perform in 2023?
Contra Costa County Electrical Workers Retirement Plan & Trust grew by 14.2% during 2023, moving from $383M to $437M in total assets. Net income was $55M.
Where can I find official filings for Contra Costa County Electrical Workers Retirement Plan & Trust?
Official Form 5500 filings for Contra Costa County Electrical Workers Retirement Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 946114525 or plan name at efast.dol.gov.
How does Contra Costa County Electrical Workers Retirement Plan & Trust compare to other plans?
You can compare Contra Costa County Electrical Workers Retirement Plan & Trust against other Money Purchase plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 946114525.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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