Money Purchase · DOL Form 5500 · 2023
Board of Trustees, California Iron Workers Field Defined Contribution Money Purchase Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 15,271
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $78,281
- Avg per participant Below avg balance/head
Official DOL plan name: California Iron Workers Field Defined Contribution Pension Trust Fund · Sponsored by Board of Trustees, California Iron Workers Field Defined Contribution · California · Construction
$1.2B in assets, 15,271 participants
Board of Trustees, California Iron Workers Field Defined Contribution's California Iron Workers Field Defined Contribution Pension Trust Fund reported $1.2B in total assets and 15,271 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,927 in Construction (9,030 peers)
Coverage in California
California Iron Workers Field Defined Contribution Pension Trust Fund covers 15,271 participants in California, 24x the typical California plan (state average ~630 per filing). Assets: $1.2B.
- #8,927
- in Construction (9,030 peers)
- +18.4%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
California Iron Workers Field Defined Contribution Pension Trust Fund's outsized position by total assets
California Iron Workers Field Defined Contribution Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,195,433,318 Top 1% higher than 99% 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
California Iron Workers Field Defined Contribution Pension Trust Fund's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Iron Workers Field Defined Contribution Pension Trust Fund is a mega filing (15,271 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- California Iron Workers Field Defined Contribution Pension Trust Fund reported net income rose from $17M in the plan year 2022 filing to $186M in the plan year 2023 filing.
- California Iron Workers Field Defined Contribution Pension Trust Fund reported participants rose from 9,087 in the plan year 2022 filing to 15,271 in the plan year 2023 filing.
- California Iron Workers Field Defined Contribution Pension Trust Fund end-of-year assets rose from $1.0B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
DOL schedule card
Filing strip 953304279 · Board of Trustees, California Iron Workers Field Defined Contribution PY 2023 · Money Purchase
California Iron Workers Field Defined Contribution Pension Trust Fund · $1.2B · 15,271 · 99th
- EBSA $1.2B
- EBSA 15,271
- EBSA 99th
- EBSA Money Purchase
- EBSA near Iron Workers Locals 40, 361 & 417 Annuity Fund
- EBSA ind #8927
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 →
California Iron Workers Field Defined Contribution Pension Trust Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $186M |
| Employer EIN | 953304279 |
| Plan Effective Date | 1978-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, California Iron Workers Field Defined Contribution)
Sponsor-wide plan assets over time
All Board of Trustees, California Iron Workers Field Defined Contribution plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 28.20658370791145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,087 | $1.0B |
| 2023 | 1 | 15,271 | $1.2B |
| 2024 | 1 | 14,825 | $1.3B |
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
Scale composition for California Iron Workers Field Defined Contribution Pension Trust Fund
California Iron Workers Field Defined Contribution Pension Trust Fund reports $1.2B in end-of-year assets across 15,271 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $78,281 per participant (57% of the national average assets-per-participant) . Net income for plan year 2023 was $186M.
This plan identity (EIN 953304279, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.3B (+28.2%) while covered participants moved from 9,087 to 14,825 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,087 | $1.0B | Open filing |
| 2023 | 15,271 | $1.2B | This page |
| 2024 · index core | 14,825 | $1.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- California Iron Workers Field Defined Contribution Pension Trust Fund (Money Purchase, $1.3B, 14,825 participants)
California Iron Workers Field Defined Contribution Pension Trust Fund's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Iron Workers Locals 40, 361 & 417 Annuity Fund in NY ($1.2B); by covered participants it is McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan in NY (15,163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Iron Workers Locals 40, 361 & 417 Annuity Fund (NY) $1.2B · 4,998
- Occidental Petroleum Corporation Retirement Plan (TX) $1.1B · 8,018
- The George Washington University Retirement Plan for Faculty and Staff (VA) $1.3B · 3,809
- Employees Retirement Plan of Marshfield Clinic (WI) $1.3B · 9,068
Similar participant headcount
Nearest other-state filings by covered participants (15,271 participants); asset peers above are excluded.
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan (NY) 15,163 · 108 off
- Itpeu Pension Fund (NJ) 15,693 · 422 off
- Harvard University Defined Contribution Retirement Plan (MA) 13,259 · 2,012 off
- Southern States Savings & Retirement Plan Trust (FL) 13,258 · 2,013 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.