Money Purchase · DOL Form 5500 · 2024
Santa Barbara Masonry Local 5 Pension Plan Money Purchase Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 254
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $17,838
- Avg per participant Low balance/head
Official DOL plan name: Santa Barbara Masonry Local 5 Pension Plan · Sponsored by Santa Barbara Masonry Local 5 Pension Plan · California · Construction
$5M in assets, 254 participants
Santa Barbara Masonry Local 5 Pension Plan's Santa Barbara Masonry Local 5 Pension Plan reported $5M in total assets and 254 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #3,510 in Construction (9,039 peers)
Coverage in California
Santa Barbara Masonry Local 5 Pension Plan covers 254 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $5M.
- #3,510
- in Construction (9,039 peers)
- -15.5%
- assets change YoY
The plan reported a net loss of $825K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Santa Barbara Masonry Local 5 Pension Plan's mid-pack asset rank among Construction and all filers
Santa Barbara Masonry Local 5 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,530,950 40th percentile higher than 40% 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
Santa Barbara Masonry Local 5 Pension Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santa Barbara Masonry Local 5 Pension Plan sits mid-pack in the medium band (254 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Santa Barbara Masonry Local 5 Pension Plan reported net income fell from -$54K in the plan year 2023 filing to -$825K in the plan year 2024 filing.
- Santa Barbara Masonry Local 5 Pension Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Santa Barbara Masonry Local 5 Pension Plan reported participants fell from 299 in the plan year 2023 filing to 254 in the plan year 2024 filing.
DOL schedule card
Filing strip 956332744 · Santa Barbara Masonry Local 5 Pension Plan PY 2024 · Money Purchase
Santa Barbara Masonry Local 5 Pension Plan · $5M · 254 · 40th
- NET $5M
- BOOK 254
- VS-ST 40th
- BOY Money Purchase
- SCH near Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan
- EBSA ind #3510
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 →
Santa Barbara Masonry Local 5 Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$825K |
| Employer EIN | 956332744 |
| Plan Effective Date | 1970-08-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Barbara Masonry Local 5 Pension Plan)
Sponsor-wide plan assets over time
All Santa Barbara Masonry Local 5 Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 16.243551135161034% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 296 | $5M |
| 2023 | 1 | 299 | $5M |
| 2024 | 1 | 254 | $5M |
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
Santa Barbara Masonry Local 5 Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan in TX ($5M); by covered participants it is Retirement Plan for Employees of Island Peer Review Organization, Inc. in NY (256 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan (TX) $5M · 145
- Spence-Chapin Services to Family and Children (NY) $4M · 38
- Catholic Charities of the Diocese of Pittsburgh, Inc. and It's Subsidiary Corporations Money Purchase Plan (PA) $5M · 75
- The Becnel Company Money Purchase Pension Plan (FL) $5M · 5
Similar participant headcount
Nearest other-state filings by covered participants (254 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.