Money Purchase · DOL Form 5500 · 2024
Agc of America, San Diego Chapter, Inc. Retirement Trust Fund Money Purchase Plan
Data updated 2026-08-11
- $24M
- Total assets
- 281
- Participants
- 74th
- Percentile by assets
- $86,139
- Avg per participant
Official DOL plan name: Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan · Sponsored by Agc of America, San Diego Chapter, Inc. Retirement Trust Fund · California · Construction
$24M in assets, 281 participants
Agc of America, San Diego Chapter, Inc. Retirement Trust Fund's Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan reported $24M in total assets and 281 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 123,622 plans)
- #6,554 in Construction (9,039 peers)
Coverage in California
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan covers 281 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $24M.
- $24M
- total plan assets (2024 EOY)
- 281
- covered participants
- 74th
- percentile by assets (of 123,622 plans)
- $86,139
- avg assets per participant
Where Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan sits by total assets
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,204,942 Top 26% higher than 74% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan end-of-year assets rose from $23M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan reported participants fell from 286 in the plan year 2023 filing to 281 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan reports 281 participants - about 45% of that state average ($24M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $1M |
| Employer EIN | 336297103 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Agc of America, San Diego Chapter, Inc. Retirement Trust Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 361 | $27M |
| 2023 | 1 | 286 | $23M |
| 2024 | 1 | 281 | $24M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit 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 Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan by total assets, not by location.
Frequently Asked Questions
How did Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan assets move in 2024? ▼
How have Agc of America, San Diego Chapter, Inc. Retirement Trust Fund plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan? ▼
Next read for Associated General Contractors of Americ…
Filing takeaways
Ways to act on Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan's numbers.
- By total assets, Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Agc of America, San Diego Chapter, Inc. Retirement Trust Fund's sponsor-wide assets have declined 10.1% since 2022 across 3 plan years on file. More Construction plans