Money Purchase
2024 plan-year Money Purchase DOL Form 5500

Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund

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

Sponsored by Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees · Washington · Construction

What the 2023 filing shows

Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund holds $157M for 4,204 participants — about $37,398 per participant, up 9.6% over the 2024 plan year.

$157M
total plan assets (2024 EOY)
4,204
covered participants
$37,398
avg assets per participant
+9.6%
assets growth YoY
Total Assets (2023)
$157M
Participants
4,204
State
Industry
Construction

What the Filing Says About Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund

Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund is a Money Purchase retirement plan sponsored by Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees, headquartered in Washington. As of the 2024 Form 5500 filing, the plan reports $157M in total end-of-year assets and covers 4,204 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 936075580, and the plan has been effective since 1987-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $143M at the beginning of 2024 to $157M at year-end — a gain of 9.6%. Net assets (after liabilities) closed the year at $157M, with reported net income of $14M 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)$143M
Total Assets (End of Year)$157M
Net Assets (End of Year)$157M
Net Income$14M
Plan TypeMoney Purchase
Employer EIN936075580
Plan Effective Date1987-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees)

Year Plans Participants Total Assets
2022 2 6,066 $441M
2023 2 6,333 $486M
2024 2 6,422 $515M

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Frequently Asked Questions

How much money is in the Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund?
As of the 2024 Form 5500 filing, Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund holds $157M in total assets with 4,204 participants. It is sponsored by Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees.
What type of plan is Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund?
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund is a Money Purchase plan. It has been effective since 1987-06-01. The plan is filed with the U.S. Department of Labor under EIN 936075580.
Who sponsors the Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund?
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund is sponsored by Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees, located in Washington. The sponsor's EIN is 936075580 and the plan operates in the Construction industry.
How did Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund perform in 2024?
Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund grew by 9.6% during 2024, moving from $143M to $157M in total assets. Net income was $14M.
Where can I find official filings for Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund?
Official Form 5500 filings for Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 936075580 or plan name at efast.dol.gov.
How does Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund compare to other plans?
You can compare Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund against other Money Purchase plans on the plan type page, or view plans in Washington 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 936075580.

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.