Money Purchase · DOL Form 5500 · 2024
San Mateo County Electrical Construction Industry Retiremt Plan Money Purchase Plan
Data updated 2026-08-11
- $678M
- Total assets
- 1,088
- Participants
- 98th
- Percentile by assets
- $622,931
- Avg per participant
Official DOL plan name: San Mateo County Electrical Construction Industry Retiremt Plan · Sponsored by San Mateo County Electrical Construction Industry Retiremt Plan · California · Construction
$678M in assets, 1,088 participants
San Mateo County Electrical Construction Industry Retiremt Plan's San Mateo County Electrical Construction Industry Retiremt Plan reported $678M in total assets and 1,088 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #8,837 in Construction (9,039 peers)
Where San Mateo County Electrical Construction Industry Retiremt Plan sits by assets
San Mateo County Electrical Construction Industry Retiremt Plan sits in the top 5% of all filed plans by assets, $678M for 1,088 participants (~$622,931/participant), up 12.9% in 2024.
- $678M
- total plan assets (2024 EOY)
- 1,088
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $622,931
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Mateo County Electrical Construction Industry Retiremt Plan reported participants fell from 1,325 in the plan year 2023 filing to 1,088 in the plan year 2024 filing.
- San Mateo County Electrical Construction Industry Retiremt Plan end-of-year assets rose from $600M in the plan year 2023 filing to $678M in the plan year 2024 filing.
- San Mateo County Electrical Construction Industry Retiremt Plan reported net income fell from $85M in the plan year 2023 filing to $79M in the plan year 2024 filing.
San Mateo County Electrical Construction Industry Retiremt Plan vs the 2024 asset distribution
By assets, San Mateo County Electrical Construction Industry Retiremt Plan outranks 98% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 6.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $600M |
|---|---|
| Net Assets (End of Year) | $676M |
| Net Income | $79M |
| Employer EIN | 516052127 |
| Plan Effective Date | 1963-07-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Mateo County Electrical Construction Industry Retiremt Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,137 | $514M |
| 2023 | 1 | 1,325 | $600M |
| 2024 | 1 | 1,088 | $678M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
San Mateo County Electrical Construction Industry Retiremt Plan 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to San Mateo County Electrical Construction Industry Retiremt Plan by total assets, not by location.
- Hawaii Carpenters Financial Security Fund (HI) $662M · 4,066
- NECA-IBEW Local 176 Pension Trust Fund (IL) $725M · 2,204
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan (KY) $618M · 1,824
- Iron Workers District Council of New England Annuity Fund (MA) $614M · 7,659
Frequently Asked Questions
How did San Mateo County Electrical Construction Industry Retiremt Plan assets move in 2024? ▼
How have San Mateo County Electrical Construction Industry Retiremt Plan plan assets changed over time? ▼
Where does San Mateo County Electrical Construction Industry Retiremt Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to San Mateo County Electrical Construction Industry Retiremt Plan? ▼
Next read for San Mateo County Electrical Construction…
Scale reading
Ways to act on San Mateo County Electrical Construction Industry Retiremt Plan's numbers.
- By total assets, San Mateo County Electrical Construction Industry Retiremt Plan 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
- San Mateo County Electrical Construction Industry Retiremt Plan's sponsor-wide assets have grown 31.7% since 2022 across 3 plan years on file. More Construction plans