Money Purchase · DOL Form 5500 · 2024
Board of Trustees, Totaltrust Retirement Fund Money Purchase Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 2,014
- Participants Near avg headcount
- 49th
- Percentile by assets National rank
- $3,556
- Avg per participant Low balance/head
Official DOL plan name: Totaltrust Retirement Fund · Sponsored by Board of Trustees, Totaltrust Retirement Fund · California · Administrative & Support Services
$7M in assets, 2,014 participants
Board of Trustees, Totaltrust Retirement Fund's Totaltrust Retirement Fund reported $7M in total assets and 2,014 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #3,061 in Administrative & Support Services (4,368 peers)
Coverage in California
Totaltrust Retirement Fund covers 2,014 participants in California, 3.2x the typical California plan (state average ~630 per filing). Assets: $7M.
- #3,061
- in Administrative & Support Services (4,368 peers)
- +56.3%
- assets growth YoY
Totaltrust Retirement Fund's mid-pack asset rank among Administrative & Support Services and all filers
Totaltrust Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,162,755 49th percentile higher than 49% 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
Totaltrust Retirement 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. Totaltrust Retirement Fund lands in the large band (2,014 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Totaltrust Retirement Fund end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Totaltrust Retirement Fund reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Totaltrust Retirement Fund reported participants fell from 2,324 in the plan year 2023 filing to 2,014 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 466133352 · Board of Trustees, Totaltrust Retirement Fund PY 2024 · Money Purchase
Totaltrust Retirement Fund · $7M · 2,014 · 49th
- EIN $7M
- RANK 2,014
- PHOTO 49th
- IND Money Purchase
- EOY near Vera Institute Pension Plan
- 5500 ind #3061
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 Administrative & Support Services retirement plans → · Plans in California →
Totaltrust Retirement Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $3M |
| Employer EIN | 466133352 |
| Plan Effective Date | 2012-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Totaltrust Retirement Fund)
Sponsor-wide plan assets over time
All Board of Trustees, Totaltrust Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 174.45356468482166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,028 | $3M |
| 2023 | 1 | 2,324 | $5M |
| 2024 | 1 | 2,014 | $7M |
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
Totaltrust Retirement Fund's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Vera Institute Pension Plan in NY ($7M); by covered participants it is Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan in WI (2,028 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,014 participants); asset peers above are excluded.
- Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan (WI) 2,028 · 14 off
- Money Purchase Pension Plan of Wake Forest University Health Sciences (NC) 1,997 · 17 off
- UPS/Ipa Defined Contribution Money Purchase Pension Plan (KY) 1,984 · 30 off
- Electricians Local Union No. 606 Pension-Annuity Fund (TN) 2,069 · 55 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.