Money Purchase · DOL Form 5500 · 2024
Board of Trustees, Cement Masons Southern California Money Purchase Plan
Data updated 2026-08-11
- $224M
- Total assets
- 5,554
- Participants
- 95th
- Percentile by assets
- $40,338
- Avg per participant
Official DOL plan name: Cement Masons Southern California Individual Retirement Account Defined Contribution Trust · Sponsored by Board of Trustees, Cement Masons Southern California · California · Construction
$224M in assets, 5,554 participants
Board of Trustees, Cement Masons Southern California's Cement Masons Southern California Individual Retirement Account Defined Contribution Trust reported $224M in total assets and 5,554 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 123,622 plans)
- #8,487 in Construction (9,039 peers)
Coverage in California
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust covers 5,554 participants in California, 8.8x the typical California plan (state average ~630 per filing). Assets: $224M.
- $224M
- total plan assets (2024 EOY)
- 5,554
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $40,338
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust reported net income fell from $30M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust end-of-year assets rose from $202M in the plan year 2023 filing to $224M in the plan year 2024 filing.
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust reported participants rose from 5,435 in the plan year 2023 filing to 5,554 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Cement Masons Southern California Individual Retirement Account Defined Contribution Trust reports 5,554 participants - 8.8x that state average ($224M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $202M |
|---|---|
| Net Assets (End of Year) | $223M |
| Net Income | $22M |
| Employer EIN | 953697340 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Cement Masons Southern California)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,280 | $171M |
| 2023 | 1 | 5,435 | $202M |
| 2024 | 1 | 5,554 | $224M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust 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
Scale composition for Cement Masons Southern California Individual Retirement Account Defined Contribution Trust
Cement Masons Southern California Individual Retirement Account Defined Contribution Trust reports $224M in end-of-year assets across 5,554 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $40,338 per participant (29% of the national average assets-per-participant) . Net income for plan year 2024 was $22M.
This plan identity (EIN 953697340, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $171M to $224M (+30.7%) while covered participants moved from 5,280 to 5,554 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,280 | $171M | Open filing |
| 2023 | 5,435 | $202M | Open filing |
| 2024 · index core | 5,554 | $224M | This page |
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Cement Masons Southern California Individual Retirement Account Defined Contribution Trust by total assets, not by location.
- Midwest Pipe Trades Retirement Plan (TN) $222M · 1,544
- Plumbers & Pipefitters Local No 189 Retirement Savings Plan (OH) $221M · 1,385
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan (IN) $220M · 576
- Government Employees Health Assoc. , Inc. 401(k) Retirement Savings Plan (MO) $219M · 1,466
Frequently Asked Questions
How did Cement Masons Southern California Individual Retirement Account Defined Contribution Trust assets move in 2024? ▼
How have Board of Trustees, Cement Masons Southern California plan assets changed over time? ▼
Where does Cement Masons Southern California Individual Retirement Account Defined Contribution Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Cement Masons Southern California Individual Retirement Account Defined Contribution Trust? ▼
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Filing takeaways
Ways to act on Cement Masons Southern California Individual Retirement Account Defined Contribution Trust's numbers.
- By total assets, Cement Masons Southern California Individual Retirement Account Defined Contribution Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees, Cement Masons Southern California's sponsor-wide assets have grown 30.7% since 2022 across 3 plan years on file. More Construction plans