Money Purchase · DOL Form 5500 · 2023
Board of Trustees, Totaltrust Retirement Fund Money Purchase Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 2,324
- Participants Above avg headcount
- 43rd
- Percentile by assets National rank
- $1,972
- Avg per participant Low balance/head
Official DOL plan name: Totaltrust Retirement Fund · Sponsored by Board of Trustees, Totaltrust Retirement Fund · California · Administrative & Support Services
$5M in assets, 2,324 participants
Board of Trustees, Totaltrust Retirement Fund's Totaltrust Retirement Fund reported $5M in total assets and 2,324 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #2,866 in Administrative & Support Services (4,372 peers)
Coverage in California
Totaltrust Retirement Fund covers 2,324 participants in California, 3.7x the typical California plan (state average ~630 per filing). Assets: $5M.
- #2,866
- in Administrative & Support Services (4,372 peers)
- +75.6%
- assets growth YoY
Totaltrust Retirement Fund's mid-pack asset rank among Administrative & Support Services and all filers
Totaltrust Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,583,075 43rd percentile higher than 43% 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
Totaltrust Retirement 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. Totaltrust Retirement Fund lands in the large band (2,324 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Totaltrust Retirement Fund end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Totaltrust Retirement Fund reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Totaltrust Retirement Fund reported participants rose from 2,028 in the plan year 2022 filing to 2,324 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 466133352 · Board of Trustees, Totaltrust Retirement Fund PY 2023 · Money Purchase
Totaltrust Retirement Fund · $5M · 2,324 · 43rd
- ASSETS $5M
- PCT 2,324
- EIN 43rd
- RANK Money Purchase
- PHOTO near Spanish Springs Construction Inc Davis-Bacon Pension Plan & Trust
- IND ind #2866
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 Administrative & Support Services retirement plans → · Plans in California →
Totaltrust Retirement Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $2M |
| Employer EIN | 466133352 |
| Plan Effective Date | 2012-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Totaltrust Retirement Fund)
Sponsor-wide plan assets over time
All Board of Trustees, Totaltrust Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 174.45356468482166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,028 | $3M |
| 2023 | 1 | 2,324 | $5M |
| 2024 | 1 | 2,014 | $7M |
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
Totaltrust Retirement Fund's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Spanish Springs Construction Inc Davis-Bacon Pension Plan & Trust in NV ($5M); by covered participants it is Annuity Fd of the Electrical Industry of Long Island in NY (2,345 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,324 participants); asset peers above are excluded.
- Annuity Fd of the Electrical Industry of Long Island (NY) 2,345 · 21 off
- Aspirus, Inc. Frozen 401(a) Plan (WI) 2,354 · 30 off
- Millwrights' Local 1102 Supplemental Pension Fund (MI) 2,267 · 57 off
- Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan (PA) 2,265 · 59 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.