Money Purchase · DOL Form 5500 · 2024
Board of Trustees, Totaltrust Retirement Fund Money Purchase Plan
Data updated 2026-08-11
- $7M
- Total assets
- 2,014
- Participants
- 49th
- Percentile by assets
- $3,556
- Avg per participant
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.
- 49th percentile by assets (of 123,622 plans)
- #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.
- $7M
- total plan assets (2024 EOY)
- 2,014
- covered participants
- 49th
- percentile by assets (of 123,622 plans)
- $3,556
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Totaltrust Retirement Fund reports 2,014 participants - 3.2x that state average ($7M EOY assets).
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)
| 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.
Totaltrust Retirement Fund 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Totaltrust Retirement Fund by total assets, not by location.
Frequently Asked Questions
How did Totaltrust Retirement Fund assets move in 2024? ▼
How have Board of Trustees, Totaltrust Retirement Fund plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Totaltrust Retirement Fund? ▼
Next read for Totaltrust Retirement Fund
Filing takeaways
Ways to act on Totaltrust Retirement Fund's numbers.
- By total assets, Totaltrust Retirement Fund ranks in the lower half of 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, Totaltrust Retirement Fund's sponsor-wide assets have grown 174.5% since 2022 across 3 plan years on file. More Administrative & Support Services plans