Money Purchase
2024 plan-year Money Purchase DOL Form 5500

Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Agc of America, San Diego Chapter, Inc. Retirement Trust Fund · California · Construction

What the 2023 filing shows

Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan holds $24M for 281 participants — about $86,139 per participant, up 5.9% over the 2024 plan year.

$24M
total plan assets (2024 EOY)
281
covered participants
$86,139
avg assets per participant
+5.9%
assets growth YoY
Total Assets (2023)
$24M
Participants
281
State
Industry
Construction

What the Filing Says About Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan

Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan is a Money Purchase retirement plan sponsored by Agc of America, San Diego Chapter, Inc. Retirement Trust Fund, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $24M in total end-of-year assets and covers 281 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 336297103, and the plan has been effective since 1976-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2024 to $24M at year-end — a gain of 5.9%. Net assets (after liabilities) closed the year at $24M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$24M
Net Assets (End of Year)$24M
Net Income$1M
Plan TypeMoney Purchase
Employer EIN336297103
Plan Effective Date1976-01-01
Filing StatusFILING 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.

Frequently Asked Questions

How much money is in the Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan?
As of the 2024 Form 5500 filing, Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan holds $24M in total assets with 281 participants. It is sponsored by Agc of America, San Diego Chapter, Inc. Retirement Trust Fund.
What type of plan is Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan?
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan is a Money Purchase plan. It has been effective since 1976-01-01. The plan is filed with the U.S. Department of Labor under EIN 336297103.
Who sponsors the Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan?
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan is sponsored by Agc of America, San Diego Chapter, Inc. Retirement Trust Fund, located in California. The sponsor's EIN is 336297103 and the plan operates in the Construction industry.
How did Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan perform in 2024?
Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan grew by 5.9% during 2024, moving from $23M to $24M in total assets. Net income was $1M.
Where can I find official filings for Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan?
Official Form 5500 filings for Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 336297103 or plan name at efast.dol.gov.
How does Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan compare to other plans?
You can compare Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan against other Money Purchase plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 336297103.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.