Money Purchase
2024 plan-year Money Purchase DOL Form 5500

Construction Laborers Annuity Plan for Southern California

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees,Construction Laborers Annuity Plan for Southern Cali · California · Construction

What the 2023 filing shows

Construction Laborers Annuity Plan for Southern California holds $273M for 50,993 participants — about $5,350 per participant, up 54.3% over the 2024 plan year.

$273M
total plan assets (2024 EOY)
50,993
covered participants
$5,350
avg assets per participant
+54.3%
assets growth YoY
Total Assets (2023)
$273M
Participants
50,993
State
Industry
Construction

What the Filing Says About Construction Laborers Annuity Plan for Southern California

Construction Laborers Annuity Plan for Southern California is a Money Purchase retirement plan sponsored by Board of Trustees,Construction Laborers Annuity Plan for Southern Cali, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $273M in total end-of-year assets and covers 50,993 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 956031812, and the plan has been effective since 2018-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $177M at the beginning of 2024 to $273M at year-end — a gain of 54.3%. Net assets (after liabilities) closed the year at $272M, with reported net income of $96M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$177M
Total Assets (End of Year)$273M
Net Assets (End of Year)$272M
Net Income$96M
Plan TypeMoney Purchase
Employer EIN956031812
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees,Construction Laborers Annuity Plan for Southern Cali)

Year Plans Participants Total Assets
2022 1 31,952 $106M
2023 1 44,665 $177M
2024 1 50,993 $273M

Nearby Money Purchase Plans in California

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

Frequently Asked Questions

How much money is in the Construction Laborers Annuity Plan for Southern California?
As of the 2024 Form 5500 filing, Construction Laborers Annuity Plan for Southern California holds $273M in total assets with 50,993 participants. It is sponsored by Board of Trustees,Construction Laborers Annuity Plan for Southern Cali.
What type of plan is Construction Laborers Annuity Plan for Southern California?
Construction Laborers Annuity Plan for Southern California is a Money Purchase plan. It has been effective since 2018-07-01. The plan is filed with the U.S. Department of Labor under EIN 956031812.
Who sponsors the Construction Laborers Annuity Plan for Southern California?
Construction Laborers Annuity Plan for Southern California is sponsored by Board of Trustees,Construction Laborers Annuity Plan for Southern Cali, located in California. The sponsor's EIN is 956031812 and the plan operates in the Construction industry.
How did Construction Laborers Annuity Plan for Southern California perform in 2024?
Construction Laborers Annuity Plan for Southern California grew by 54.3% during 2024, moving from $177M to $273M in total assets. Net income was $96M.
Where can I find official filings for Construction Laborers Annuity Plan for Southern California?
Official Form 5500 filings for Construction Laborers Annuity Plan for Southern California are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 956031812 or plan name at efast.dol.gov.
How does Construction Laborers Annuity Plan for Southern California compare to other plans?
You can compare Construction Laborers Annuity Plan for Southern California against other Money Purchase plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 956031812.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.