Money Purchase · DOL Form 5500 · 2023

Board of Trustees of the Southern California Money Purchase Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
2,616
Participants Above avg headcount
82nd
Percentile by assets National rank
$14,548
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southern California Bricklayers Pension Fund · Sponsored by Board of Trustees of the Southern California · California · Construction

$38M in assets, 2,616 participants

Board of Trustees of the Southern California's Southern California Bricklayers Pension Fund reported $38M in total assets and 2,616 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,283 in Construction (9,030 peers)

Coverage in California

Southern California Bricklayers Pension Fund covers 2,616 participants in California, 4.2x the typical California plan (state average ~630 per filing). Assets: $38M.

#7,283
in Construction (9,030 peers)
+3.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Southern California Bricklayers Pension Fund's outsized position by total assets

Southern California Bricklayers Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$38,058,403 Top 18% higher than 82% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Southern California Bricklayers Pension 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. Southern California Bricklayers Pension Fund lands in the large band (2,616 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern California Bricklayers Pension Fund reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Southern California Bricklayers Pension Fund end-of-year assets rose from $37M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Southern California Bricklayers Pension Fund reported participants fell from 2,697 in the plan year 2022 filing to 2,616 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 956835541 · Board of Trustees of the Southern California PY 2023 · Money Purchase

Southern California Bricklayers Pension Fund · $38M · 2,616 · 82nd

  • PCT $38M
  • PCT 2,616
  • PCT 82nd
  • PCT Money Purchase
  • PCT near Resources for the Future, Inc. 401(a) Retirement
  • PCT ind #7283

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 →

Southern California Bricklayers Pension Fund in the asset neighbourhood

Iron Workers Local No. 67 Defined Contribution FundIron Workers Local No. 67 De…$38MResources for the Future, Inc. 401(a) RetirementResources for the Future, In…$38MSouthern California Bricklayers Pension FundSouthern California Bricklay…$38MStudio Mechanics Local 476 Annuity PlanStudio Mechanics Local 476 A…$38MPlumbing and Pipe Fitting Industry Local 219 Annuity FundPlumbing and Pipe Fitting In…$38M
End-of-year total assets ($M) among Southern California Bricklayers Pension Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$38M
Net Income$1M
Employer EIN956835541
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Southern California)

Sponsor-wide plan assets over time

All Board of Trustees of the Southern California plans reported in each filing year

Latest sponsor-wide plan assets
$39M 6.077028926488806% vs 2022
2024 filing year
$36M$37M$38M$39M$40M 202220232024 $36.9M $39.1M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 2,697 $37M
2023 1 2,616 $38M
2024 1 2,505 $39M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Southern California Bricklayers Pension Fund vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants Southern California Bricklayers Pension Fund, Total assets ($B): 0.038058403 · Participants: 2616Southern California Bricklayers Pension FundThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Southern California Bricklayers Pension Fund vs. nearby Money Purchase plans in California, assets vs. participants
Compare Southern California Bricklayers Pension Fund side-by-side with 3 peers →

Southern California Bricklayers Pension Fund's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Resources for the Future, Inc. 401(a) Retirement in DC ($38M); by covered participants it is Brewery Conference/Anheuser-Busch Defined Contribution Plan in MO (2,621 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,616 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern California Bricklayers Pension Fund assets move in 2023? ▼
Southern California Bricklayers Pension Fund edged up modestly - up 3.2% during 2023, from $37M to $38M. Reported net income was $1M.
How have Board of Trustees of the Southern California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Southern California's sponsor-wide assets grew 6.1%, from $37M to $39M.
Where does Southern California Bricklayers Pension Fund rank by assets among Form 5500 filers? ▼
Southern California Bricklayers Pension Fund ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Southern California Bricklayers Pension Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Resources for the Future, Inc. 401(a) Retirement in DC ($38M, 55 participants).
Which Money Purchase plans cover a similar participant headcount to Southern California Bricklayers Pension Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Brewery Conference/Anheuser-Busch Defined Contribution Plan in MO (2,621 participants, $500M in assets).

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 956835541.

Read our methodology - how this data is sourced, computed, and verified.

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