Money Purchase · DOL Form 5500 · 2024
South Central Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 8,884
- Participants Very large workforce
- 93rd
- Percentile by assets National rank
- $15,932
- Avg per participant Low balance/head
Official DOL plan name: South Central Annuity Fund · Sponsored by South Central Annuity Fund · Texas · Construction
$142M in assets, 8,884 participants
South Central Annuity Fund's South Central Annuity Fund reported $142M in total assets and 8,884 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,249 in Construction (9,039 peers)
Coverage in Texas
South Central Annuity Fund covers 8,884 participants in Texas, 13x the typical Texas plan (state average ~688 per filing). Assets: $142M.
- #8,249
- in Construction (9,039 peers)
- +9.7%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
South Central Annuity Fund's outsized position by total assets
South Central Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$141,543,426 Top 7% higher than 93% 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
South Central Annuity 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. South Central Annuity Fund lands in the large band (8,884 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- South Central Annuity Fund reported net income fell from $22M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- South Central Annuity Fund end-of-year assets rose from $129M in the plan year 2023 filing to $142M in the plan year 2024 filing.
- South Central Annuity Fund reported participants rose from 8,750 in the plan year 2023 filing to 8,884 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 352409603 · South Central Annuity Fund PY 2024 · Money Purchase
South Central Annuity Fund · $142M · 8,884 · 93rd
- ASSETS $142M
- ASSETS 8,884
- ASSETS 93rd
- ASSETS Money Purchase
- ASSETS near Defined Contribution Plan for the Employees of the American Institute of Physics
- ASSETS ind #8249
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 Texas →
South Central Annuity Fund in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $129M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | $13M |
| Employer EIN | 352409603 |
| Plan Effective Date | 2011-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Central Annuity Fund)
Sponsor-wide plan assets over time
All South Central Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $142M 31.80251008890085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,341 | $107M |
| 2023 | 1 | 8,750 | $129M |
| 2024 | 1 | 8,884 | $142M |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Occidental Petroleum Corporation Retirement Plan $1.3B · 7,877
- Alcon Retirement Plan $1.1B · 9,762
- William Marsh Rice University Defined Contribution Retirement Plan $930M · 6,787
- Apache Corporation Money Purchase Retirement Plan $271M · 1,492
- Greater Texas IBEW NECA Annuity Plan $165M · 1,845
Scale composition for South Central Annuity Fund
South Central Annuity Fund reports $142M in end-of-year assets across 8,884 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $15,932 per participant (12% of the national average assets-per-participant) . Net income for plan year 2024 was $13M.
This plan identity (EIN 352409603, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $107M to $142M (+31.8%) while covered participants moved from 8,341 to 8,884 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,341 | $107M | Open filing |
| 2023 | 8,750 | $129M | Open filing |
| 2024 · index core | 8,884 | $142M | This page |
South Central Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Texas, the nearest Money Purchase by assets is Defined Contribution Plan for the Employees of the American Institute of Physics in MD ($141M); by covered participants it is Princeton University Retirement Plan in NJ (8,833 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- Defined Contribution Plan for the Employees of the American Institute of Physics (MD) $141M · 222
- Teamsters Local 802 Annuity Fund (NY) $143M · 474
- Iron Workers Local 401 Annuity Fund (PA) $140M · 847
- NECA-IBEW 177 Pension Fund (FL) $144M · 1,412
Similar participant headcount
Nearest other-state filings by covered participants (8,884 participants); asset peers above are excluded.
- Princeton University Retirement Plan (NJ) 8,833 · 51 off
- Rhode Island Laborers Annuity Fund (RI) 9,172 · 288 off
- Seafarers Money Purchase Pension Plan (MD) 8,583 · 301 off
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. (MA) 8,421 · 463 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.