Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, B.a.C. Local No. 3 Pension Trust Pension Plan

Data updated 2026-08-25

$178M
Total assets Near avg plan size
784
Participants Near avg headcount
94th
Percentile by assets National rank
$227,521
Avg per participant Above avg balance/head
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Official DOL plan name: B.a.C. Local No. 3 Pension Plan · Sponsored by Board of Trustees, B.a.C. Local No. 3 Pension Trust · California · Construction

$178M in assets, 784 participants

Board of Trustees, B.a.C. Local No. 3 Pension Trust's B.a.C. Local No. 3 Pension Plan reported $178M in total assets and 784 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,401 in Construction (9,030 peers)

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

B.a.C. Local No. 3 Pension Plan sits in the top 10% of all filed plans by assets, $178M for 784 participants (~$227,521/participant), up 6.4% in 2023.

#8,401
in Construction (9,030 peers)
+6.4%
assets growth YoY
1.8×
vs typical plan assets (national mean)

B.a.C. Local No. 3 Pension Plan's outsized position by total assets

B.a.C. Local No. 3 Pension Plan vs every filed plan by assets

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

$178,376,853 Top 6% higher than 94% 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

B.a.C. Local No. 3 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 Pension Plan sits mid-pack in the medium band (784 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • B.a.C. Local No. 3 Pension Plan reported net income rose from $6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • B.a.C. Local No. 3 Pension Plan reported participants rose from 735 in the plan year 2022 filing to 784 in the plan year 2023 filing.
  • B.a.C. Local No. 3 Pension Plan end-of-year assets rose from $168M in the plan year 2022 filing to $178M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 900888690 · Board of Trustees, B.a.C. Local No. 3 Pension Trust PY 2023 · Defined Benefit (Pension)

B.a.C. Local No. 3 Pension Plan · $178M · 784 · 94th

  • EIN $178M
  • RANK 784
  • PHOTO 94th
  • IND Defined Benefit (Pension)
  • EOY near Donaldson Company, Inc. Salaried Employees Pension Plan
  • 5500 ind #8401

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 →

B.a.C. Local No. 3 Pension Plan in the asset neighbourhood

Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116Tucson Electric Power Compan…$179MB.a.C. Local No. 3 Pension PlanB.a.C. Local No. 3 Pension P…$178MDonaldson Company, Inc. Salaried Employees Pension PlanDonaldson Company, Inc. Sala…$178MBayhealth Medical Center, Inc. Pension PlanBayhealth Medical Center, In…$178MAnixter Inc. Pension Plan$178M
End-of-year total assets ($M) among B.a.C. Local No. 3 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$168M
Net Assets (End of Year)$178M
Net Income$11M
Employer EIN900888690
Plan Effective Date1964-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, B.a.C. Local No. 3 Pension Trust)

Sponsor-wide plan assets over time

All Board of Trustees, B.a.C. Local No. 3 Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$314M 12.220394004248313% vs 2022
2024 filing year
$260M$280M$300M$320M 202220232024 $280M $314M ▲ +12.2%
Year Plans Participants Total Assets
2022 2 1,375 $280M
2023 2 1,542 $300M
2024 2 1,580 $314M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

B.a.C. Local No. 3 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants B.a.C. Local No. 3 Pension Plan, Total assets ($B): 0.178376853 · Participants: 784B.a.C. Local No. 3 Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
B.a.C. Local No. 3 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare B.a.C. Local No. 3 Pension Plan side-by-side with 3 peers →

B.a.C. Local No. 3 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Donaldson Company, Inc. Salaried Employees Pension Plan in MN ($178M); by covered participants it is Mercedes-Benz USA, LLC Pension Plan in GA (784 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (784 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 B.a.C. Local No. 3 Pension Plan assets move in 2023? ▼
B.a.C. Local No. 3 Pension Plan grew at a solid clip - up 6.4% during 2023, from $168M to $178M. Reported net income was $11M.
How have Board of Trustees, B.a.C. Local No. 3 Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, B.a.C. Local No. 3 Pension Trust's sponsor-wide assets grew 12.2%, from $280M to $314M.
Where does B.a.C. Local No. 3 Pension Plan rank by assets among Form 5500 filers? ▼
B.a.C. Local No. 3 Pension Plan ranks in the 94th 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 Defined Benefit (Pension) plans are similar in size to B.a.C. Local No. 3 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Donaldson Company, Inc. Salaried Employees Pension Plan in MN ($178M, 974 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to B.a.C. Local No. 3 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mercedes-Benz USA, LLC Pension Plan in GA (784 participants, $394M 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 900888690.

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.