Money Purchase · DOL Form 5500 · 2023
Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees Money Purchase Plan
Data updated 2026-08-25
- $143M
- Total assets Near avg plan size
- 4,097
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $35,018
- Avg per participant Low balance/head
Official DOL plan name: Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund · Sponsored by Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees · Washington · Construction
$143M in assets, 4,097 participants
Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees's Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund reported $143M in total assets and 4,097 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,290 in Construction (9,030 peers)
Coverage in Washington
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund covers 4,097 participants in Washington, 2.8x the typical Washington plan (state average ~1,476 per filing). Assets: $143M.
- #8,290
- in Construction (9,030 peers)
- +16.7%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund's outsized position by total assets
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$143,469,215 Top 7% higher than 93% 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
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund'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. Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund lands in the large band (4,097 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund reported net income rose from -$28M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund end-of-year assets rose from $123M in the plan year 2022 filing to $143M in the plan year 2023 filing.
- Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund reported participants rose from 3,929 in the plan year 2022 filing to 4,097 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 936075580 · Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees PY 2023 · Money Purchase
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund · $143M · 4,097 · 93rd
- ASSETS $143M
- PCT 4,097
- EIN 93rd
- RANK Money Purchase
- PHOTO near International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan
- IND ind #8290
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 Washington →
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $123M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | $21M |
| Employer EIN | 936075580 |
| Plan Effective Date | 1987-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees)
Sponsor-wide plan assets over time
All Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $515M 16.857978530849373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,066 | $441M |
| 2023 | 2 | 6,333 | $486M |
| 2024 | 2 | 6,422 | $515M |
Nearby Money Purchase Plans in Washington
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Pacific Coast Benefits Trust Fund $786M · 55,426
- The Association of University Physicians Pension Plan $437M · 2,598
- 112/73 Retirement Plan NECA-IBEW $421M · 5,901
- Carrix, Inc. Retirement Plan $328M · 1,512
- Children's University Medical Group Pension Plan $226M · 845
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund's out-of-state Money Purchase peers by assets and headcount
Outside Washington, the nearest Money Purchase by assets is International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan in RI ($143M); by covered participants it is Southern California Sheet Metal Workers' 401(a) Plan in CA (4,054 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($143M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,097 participants); asset peers above are excluded.
- Southern California Sheet Metal Workers' 401(a) Plan (CA) 4,054 · 43 off
- Millwrights Pension Plan (TX) 4,186 · 89 off
- NECA-IBEW Pension Benefit Trust Fund (MO) 3,999 · 98 off
- Hawaii Carpenters Financial Security Fund (HI) 3,972 · 125 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.