Money Purchase · DOL Form 5500 · 2023
Board of Trustees, B.a.C. Local 3 Pension Trust Fund Money Purchase Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 758
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $160,357
- Avg per participant Above avg balance/head
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.
- #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.
- #7,835
- in Finance & Insurance (8,869 peers)
- +8.7%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
B.a.C. Local No. 3 Defined Contribution Pension Plan's outsized position by total assets
B.a.C. Local No. 3 Defined Contribution Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$121,550,430 Top 8% higher than 92% 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
B.a.C. Local No. 3 Defined Contribution Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. B.a.C. Local No. 3 Defined Contribution Pension Plan sits mid-pack in the medium band (758 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
EBSA filing schedule strip
Filing strip 900888690 · Board of Trustees, B.a.C. Local 3 Pension Trust Fund PY 2023 · Money Purchase
B.a.C. Local No. 3 Defined Contribution Pension Plan · $122M · 758 · 92nd
- BOY $122M
- SCH 758
- EBSA 92nd
- PART Money Purchase
- TYPE near Roofers Union Local No. 33 Thrift Fund
- NET ind #7835
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 Finance & Insurance retirement plans → · Plans in California →
B.a.C. Local No. 3 Defined Contribution Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, B.a.C. Local 3 Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $314M 12.220394004248313% vs 2022
- 2024 filing year
| 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.
- 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
B.a.C. Local No. 3 Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Roofers Union Local No. 33 Thrift Fund in MA ($122M); by covered participants it is Pension Plan for Employees of East Tennessee Children's Hospital in TN (761 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (758 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.