Money Purchase · DOL Form 5500 · 2024
Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees Money Purchase Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 4,204
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $37,398
- Avg per participant Low balance/head
Official DOL plan name: Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund · Sponsored by Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees · Washington · Construction
$157M in assets, 4,204 participants
Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees's Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund reported $157M in total assets and 4,204 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,303 in Construction (9,039 peers)
Coverage in Washington
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund covers 4,204 participants in Washington, 2.8x the typical Washington plan (state average ~1,476 per filing). Assets: $157M.
- #8,303
- in Construction (9,039 peers)
- +9.6%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund's outsized position by total assets
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$157,221,840 Top 7% higher than 93% 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
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund'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. Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund lands in the large band (4,204 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund reported net income fell from $21M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund end-of-year assets rose from $143M in the plan year 2023 filing to $157M in the plan year 2024 filing.
- Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund reported participants rose from 4,097 in the plan year 2023 filing to 4,204 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 936075580 · Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees PY 2024 · Money Purchase
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund · $157M · 4,204 · 93rd
- PHOTO $157M
- PHOTO 4,204
- PHOTO 93rd
- PHOTO Money Purchase
- PHOTO near I.B.E.W. Local Union # 654 Defined Contribution Plan
- PHOTO ind #8303
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 Washington →
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $143M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | $14M |
| Employer EIN | 936075580 |
| Plan Effective Date | 1987-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees)
Sponsor-wide plan assets over time
All Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $515M 16.857978530849373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,066 | $441M |
| 2023 | 2 | 6,333 | $486M |
| 2024 | 2 | 6,422 | $515M |
Nearby Money Purchase Plans in Washington
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Pacific Coast Benefits Trust Fund $838M · 49,727
- The Association of University Physicians Pension Plan $499M · 2,817
- 112/73 Retirement Plan NECA-IBEW $479M · 6,174
- Carrix, Inc. Retirement Plan $362M · 1,657
- Children's University Medical Group Pension Plan $256M · 874
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund's out-of-state Money Purchase peers by assets and headcount
Outside Washington, the nearest Money Purchase by assets is I.B.E.W. Local Union # 654 Defined Contribution Plan in NJ ($157M); by covered participants it is Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan in CA (4,246 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
- I.B.E.W. Local Union # 654 Defined Contribution Plan (NJ) $157M · 447
- Boilermakers Lodge 154 Retirement Plan (MN) $157M · 6,951
- Carolina Electrical Workers Retirement Fund (FL) $154M · 6,154
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton (PA) $154M · 602
Similar participant headcount
Nearest other-state filings by covered participants (4,204 participants); asset peers above are excluded.
- Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan (CA) 4,246 · 42 off
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) 4,152 · 52 off
- NECA-IBEW Pension Benefit Trust Fund (MO) 4,119 · 85 off
- East Bay Restaurant & Tavern Retirement Plan (CA) 4,313 · 109 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.