Money Purchase · DOL Form 5500 · 2024
Board of Trustees,Construction Laborers Annuity Plan for Southern Cali Money Purchase Plan
Data updated 2026-08-11
- $273M
- Total assets
- 50,993
- Participants
- 95th
- Percentile by assets
- $5,350
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $273M
- total plan assets (2024 EOY)
- 50,993
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $5,350
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Construction Laborers Annuity Plan for Southern California reports 50,993 participants - 81x that state average ($273M EOY assets).
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)
| 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.
Construction Laborers Annuity Plan for Southern California vs. nearby Money Purchase plans in California, assets vs. participants
- 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 |
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Construction Laborers Annuity Plan for Southern California by total assets, not by location.
- 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
Frequently Asked Questions
How did Construction Laborers Annuity Plan for Southern California assets move in 2024? ▼
How have Board of Trustees,Construction Laborers Annuity Plan for Southern Cali plan assets changed over time? ▼
Where does Construction Laborers Annuity Plan for Southern California rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Construction Laborers Annuity Plan for Southern California's numbers.
- By total assets, Construction Laborers Annuity Plan for Southern California ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees,Construction Laborers Annuity Plan for Southern Cali's sponsor-wide assets have grown 158.0% since 2022 across 3 plan years on file. More Construction plans