Money Purchase · DOL Form 5500 · 2023

Board of Trustees, B.a.C. Local 3 Pension Trust Fund Money Purchase Plan

Data updated 2026-08-11

$122M
Total assets: 758
Participants: 92nd
Percentile by assets: $160,357
Avg per participant

Official DOL plan name: B.a.C. Local No. 3 Defined Contribution Pension Plan · Sponsored by Board of Trustees, B.a.C. Local 3 Pension Trust Fund · California · Finance & Insurance

$122M in assets, 758 participants

Board of Trustees, B.a.C. Local 3 Pension Trust Fund's B.a.C. Local No. 3 Defined Contribution Pension Plan reported $122M in total assets and 758 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 127,072 plans)
#7,835 in Finance & Insurance (8,869 peers)

Where B.a.C. Local No. 3 Defined Contribution Pension Plan sits by assets

B.a.C. Local No. 3 Defined Contribution Pension Plan sits in the top 10% of all filed plans by assets, $122M for 758 participants (~$160,357/participant), up 8.7% in 2023.

$122M
total plan assets (2023 EOY): 758
covered participants: 92nd
percentile by assets (of 127,072 plans): $160,357
avg assets per participant

B.a.C. Local No. 3 Defined Contribution Pension Plan reported net income rose from $1M in the plan year 2022 filing to $10M in the plan year 2023 filing.
B.a.C. Local No. 3 Defined Contribution Pension Plan reported participants rose from 640 in the plan year 2022 filing to 758 in the plan year 2023 filing.
B.a.C. Local No. 3 Defined Contribution Pension Plan end-of-year assets rose from $112M in the plan year 2022 filing to $122M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Finance & Insurance

B.a.C. Local No. 3 Defined Contribution Pension Plan vs the 2023 asset distribution

By assets, B.a.C. Local No. 3 Defined Contribution Pension Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$112M
Net Assets (End of Year)	$121M
Net Income	$10M
Employer EIN	900888690
Plan Effective Date	1982-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees, B.a.C. Local 3 Pension Trust Fund)

Total plan assets by year, all Board of Trustees, B.a.C. Local 3 Pension Trust Fund plans on file

Year	Plans	Participants	Total Assets
2022	2	1,375	$280M
2023	2	1,542	$300M
2024	2	1,580	$314M

Nearby Money Purchase Plans in California

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

B.a.C. Local No. 3 Defined Contribution Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

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

Compare B.a.C. Local No. 3 Defined Contribution … side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to B.a.C. Local No. 3 Defined Contribution Pension Plan by total assets, not by location.

Roofers Union Local No. 33 Thrift Fund (MA) $122M · 1,155
Macquarie Management Holdings, Inc. Retirement Plan (NY) $122M · 197
IBEW Local 531 & NECA Money Purchase Pension Plan (IN) $121M · 540
Central Texas College Employees Pension Plan and Trust (TX) $122M · 617

Frequently Asked Questions

How did B.a.C. Local No. 3 Defined Contribution Pension Plan assets move in 2023? ▼

B.a.C. Local No. 3 Defined Contribution Pension Plan grew at a solid clip - up 8.7% during 2023, from $112M to $122M. Reported net income was $10M.

How have Board of Trustees, B.a.C. Local 3 Pension Trust Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, B.a.C. Local 3 Pension Trust Fund's sponsor-wide assets grew 12.2%, from $280M to $314M.

Where does B.a.C. Local No. 3 Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼

B.a.C. Local No. 3 Defined Contribution Pension Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which Money Purchase plans are similar in size to B.a.C. Local No. 3 Defined Contribution Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Roofers Union Local No. 33 Thrift Fund in MA ($122M, 1,155 participants).

Next read for B.a.C. Local No. 3 Defined Contribution …

Scale reading

Ways to act on B.a.C. Local No. 3 Defined Contribution Pension Plan's numbers.

By total assets, B.a.C. Local No. 3 Defined Contribution Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
Board of Trustees, B.a.C. Local 3 Pension Trust Fund's sponsor-wide assets have grown 12.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 900888690.