Money Purchase · DOL Form 5500 · 2023

Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity Money Purchase Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
29,863
Participants Very large workforce
99th
Percentile by assets National rank
$46,618
Avg per participant Low balance/head
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Official DOL plan name: Laborers Annuity Plan for Northern California · Sponsored by Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity · California · Construction

$1.4B in assets, 29,863 participants

Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity's Laborers Annuity Plan for Northern California reported $1.4B in total assets and 29,863 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.

  • #8,942 in Construction (9,030 peers)

Coverage in California

Laborers Annuity Plan for Northern California covers 29,863 participants in California, 47x the typical California plan (state average ~630 per filing). Assets: $1.4B.

#8,942
in Construction (9,030 peers)
+3.1%
assets growth YoY
14×
vs typical plan assets (national mean)

Laborers Annuity Plan for Northern California's outsized position by total assets

Laborers Annuity Plan for Northern California vs every filed plan by assets

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

$1,392,145,688 Top 1% higher than 99% 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

Laborers Annuity Plan for Northern California'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. Laborers Annuity Plan for Northern California is a mega filing (29,863 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Laborers Annuity Plan for Northern California reported net income rose from $82M in the plan year 2022 filing to $160M in the plan year 2023 filing.
  • Laborers Annuity Plan for Northern California end-of-year assets rose from $1.4B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
  • Laborers Annuity Plan for Northern California reported participants fell from 30,063 in the plan year 2022 filing to 29,863 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 946277608 · Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity PY 2023 · Money Purchase

Laborers Annuity Plan for Northern California · $1.4B · 29,863 · 99th

  • BOOK $1.4B
  • VS-ST 29,863
  • BOY 99th
  • SCH Money Purchase
  • EBSA near The Cleveland Clinic Foundation Cash Balance Plan
  • PART ind #8942

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 →

Laborers Annuity Plan for Northern California in the asset neighbourhood

Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanCentral Midwest Regional Cou…$1.4BThe Cleveland Clinic Foundation Cash Balance PlanThe Cleveland Clinic Foundat…$1.4BBrookhaven Science Associates, LLC Retirement PlanBrookhaven Science Associate…$1.4BLaborers Annuity Plan for Northern CaliforniaLaborers Annuity Plan for No…$1.4BEmployees Retirement Plan of Marshfield ClinicEmployees Retirement Plan of…$1.3B
End-of-year total assets ($B) among Laborers Annuity Plan for Northern California and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.4B
Net Income$160M
Employer EIN946277608
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity)

Sponsor-wide plan assets over time

All Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity plans reported in each filing year

Latest sponsor-wide plan assets
$7.0B 18.43328787215701% vs 2022
2024 filing year
$5.5B$6B$6.5B$7B$7.5B 202220232024 $5.94B $7.04B ▲ +18.5%
Year Plans Participants Total Assets
2022 2 51,913 $5.9B
2023 2 51,238 $6.3B
2024 2 50,598 $7.0B

Nearby Money Purchase Plans in California

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

Laborers Annuity Plan for Northern California vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. 150002000025000300003500040000 02468 Total assets ($B) Participants Laborers Annuity Plan for Northern California, Total assets ($B): 1.392145688 · Participants: 29863Laborers Annuity Plan for Northern CaliforniaThe 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
Laborers Annuity Plan for Northern California vs. nearby Money Purchase plans in California, assets vs. participants
Compare Laborers Annuity Plan for Northern California side-by-side with 3 peers →

Scale composition for Laborers Annuity Plan for Northern California

Laborers Annuity Plan for Northern California reports $1.4B in end-of-year assets across 29,863 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.032% of 93,925,755 covered participants) - about $46,618 per participant (34% of the national average assets-per-participant) . Net income for plan year 2023 was $160M.

This plan identity (EIN 946277608, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.6B (+15.5%) while covered participants moved from 30,063 to 29,331 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 30,063 $1.4B Open filing
2023 29,863 $1.4B This page
2024 · index core 29,331 $1.6B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Laborers Annuity Plan for Northern California's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is The Cleveland Clinic Foundation Cash Balance Plan in OH ($1.4B); by covered participants it is International Brotherhood of Electrical Workers District No.9 Pension Plan in OR (28,784 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29,863 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 Laborers Annuity Plan for Northern California assets move in 2023? ▼
Laborers Annuity Plan for Northern California edged up modestly - up 3.1% during 2023, from $1.4B to $1.4B. Reported net income was $160M.
How have Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity's sponsor-wide assets grew 18.4%, from $5.9B to $7.0B.
Where does Laborers Annuity Plan for Northern California rank by assets among Form 5500 filers? ▼
Laborers Annuity Plan for Northern California ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Money Purchase plans are similar in size to Laborers Annuity Plan for Northern California? ▼
Among Money Purchase plans in other states, the closest by assets is The Cleveland Clinic Foundation Cash Balance Plan in OH ($1.4B, 4,739 participants).
Which Money Purchase plans cover a similar participant headcount to Laborers Annuity Plan for Northern California? ▼
Among Money Purchase plans in other states, the closest by covered participants is International Brotherhood of Electrical Workers District No.9 Pension Plan in OR (28,784 participants, $2.3B 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 946277608.

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.