Money Purchase · DOL Form 5500 · 2024
Board of Trustees,Construction Laborers Annuity Plan for Southern Cali Money Purchase Plan
Data updated 2026-08-25
- $273M
- Total assets Near avg plan size
- 50,993
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $5,350
- Avg per participant Low balance/head
Official DOL plan name: Construction Laborers Annuity Plan for Southern California · Sponsored by Board of Trustees,Construction Laborers Annuity Plan for Southern Cali · California · Construction
$273M in assets, 50,993 participants
Board of Trustees,Construction Laborers Annuity Plan for Southern Cali's Construction Laborers Annuity Plan for Southern California reported $273M in total assets and 50,993 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #8,568 in Construction (9,039 peers)
Coverage in California
Construction Laborers Annuity Plan for Southern California covers 50,993 participants in California, 81x the typical California plan (state average ~630 per filing). Assets: $273M.
- #8,568
- in Construction (9,039 peers)
- +54.3%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Construction Laborers Annuity Plan for Southern California's outsized position by total assets
Construction Laborers Annuity Plan for Southern California vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$272,806,547 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Construction Laborers Annuity Plan for Southern California's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Construction Laborers Annuity Plan for Southern California is a mega filing (50,993 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Construction Laborers Annuity Plan for Southern California end-of-year assets rose from $177M in the plan year 2023 filing to $273M in the plan year 2024 filing.
- Construction Laborers Annuity Plan for Southern California reported net income rose from $71M in the plan year 2023 filing to $96M in the plan year 2024 filing.
- Construction Laborers Annuity Plan for Southern California reported participants rose from 44,665 in the plan year 2023 filing to 50,993 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 956031812 · Board of Trustees,Construction Laborers Annuity Plan for Southern Cali PY 2024 · Money Purchase
Construction Laborers Annuity Plan for Southern California · $273M · 50,993 · 95th
- TYPE $273M
- NET 50,993
- BOOK 95th
- VS-ST Money Purchase
- BOY near Massachusetts Bricklayers & Masons Annuity Fund
- SCH ind #8568
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 →
Construction Laborers Annuity Plan for Southern California in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $177M |
|---|---|
| Net Assets (End of Year) | $272M |
| Net Income | $96M |
| Employer EIN | 956031812 |
| Plan Effective Date | 2018-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees,Construction Laborers Annuity Plan for Southern Cali)
Sponsor-wide plan assets over time
All Board of Trustees,Construction Laborers Annuity Plan for Southern Cali plans reported in each filing year
- Latest sponsor-wide plan assets
- $273M 157.98479915901999% vs 2022
- 2024 filing year
| 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.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Scale composition for Construction Laborers Annuity Plan for Southern California
Construction Laborers Annuity Plan for Southern California reports $273M in end-of-year assets across 50,993 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.054% of 93,925,755 covered participants) - about $5,350 per participant (4% of the national average assets-per-participant) . Net income for plan year 2024 was $96M.
This plan identity (EIN 956031812, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $106M to $273M (+158.0%) while covered participants moved from 31,952 to 50,993 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 31,952 | $106M | Open filing |
| 2023 | 44,665 | $177M | Open filing |
| 2024 · index core | 50,993 | $273M | This page |
Construction Laborers Annuity Plan for Southern California's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Massachusetts Bricklayers & Masons Annuity Fund in MA ($273M); by covered participants it is Pacific Coast Benefits Trust Fund in WA (49,727 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($273M here).
- Massachusetts Bricklayers & Masons Annuity Fund (MA) $273M · 2,114
- Kpmg Personal Account for Retirement (NJ) $272M · 455
- Apache Corporation Money Purchase Retirement Plan (TX) $271M · 1,492
- National Hockey League Players Pension Plan () $275M · 9
Similar participant headcount
Nearest other-state filings by covered participants (50,993 participants); asset peers above are excluded.
- Pacific Coast Benefits Trust Fund (WA) 49,727 · 1,266 off
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan (OH) 47,538 · 3,455 off
- Young Men's Christian Association Retirement Fund Retirement Plan (NY) 47,199 · 3,794 off
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan (MI) 35,197 · 15,796 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.