Money Purchase · DOL Form 5500 · 2024
San Mateo County Electrical Construction Industry Retiremt Plan Money Purchase Plan
Data updated 2026-08-25
- $678M
- Total assets Above avg plan size
- 1,088
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $622,931
- Avg per participant High balance/head
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.
- #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.
- #8,837
- in Construction (9,039 peers)
- +12.9%
- assets growth YoY
- 6.8×
- vs typical plan assets (national mean)
San Mateo County Electrical Construction Industry Retiremt Plan's outsized position by total assets
San Mateo County Electrical Construction Industry Retiremt Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$677,748,463 Top 2% higher than 98% 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
San Mateo County Electrical Construction Industry Retiremt Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Mateo County Electrical Construction Industry Retiremt Plan lands in the large band (1,088 participants).
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.
EBSA filing schedule strip
Filing strip 516052127 · San Mateo County Electrical Construction Industry Retiremt Plan PY 2024 · Money Purchase
San Mateo County Electrical Construction Industry Retiremt Plan · $678M · 1,088 · 98th
- BOY $678M
- BOY 1,088
- BOY 98th
- BOY Money Purchase
- BOY near Hawaii Carpenters Financial Security Fund
- BOY ind #8837
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 →
San Mateo County Electrical Construction Industry Retiremt Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All San Mateo County Electrical Construction Industry Retiremt Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $678M 31.746312263650054% vs 2022
- 2024 filing year
| 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.
- 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
San Mateo County Electrical Construction Industry Retiremt Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Hawaii Carpenters Financial Security Fund in HI ($662M); by covered participants it is The Legal Aid Society Staff Attorneys Pension Plan in NY (1,084 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($678M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,088 participants); asset peers above are excluded.
- The Legal Aid Society Staff Attorneys Pension Plan (NY) 1,084 · 4 off
- Plumbers & Steamfitters Local 81 Annuity Fund (NY) 1,100 · 12 off
- Valley View Hospital Money Purchase Plan (CO) 1,100 · 12 off
- Carpenters Local Union No 491 Annuity Plan (MD) 1,064 · 24 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.