Money Purchase · DOL Form 5500 · 2024
South Central Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $142M
- Total assets
- 8,884
- Participants
- 93rd
- Percentile by assets
- $15,932
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $142M
- total plan assets (2024 EOY)
- 8,884
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $15,932
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. South Central Annuity Fund reports 8,884 participants - 13x that state average ($142M EOY assets).
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)
| 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.
South Central Annuity Fund vs. nearby Money Purchase plans in Texas, assets vs. participants
- 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 |
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to South Central Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did South Central Annuity Fund assets move in 2024? ▼
How have South Central Annuity Fund plan assets changed over time? ▼
Where does South Central Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to South Central Annuity Fund? ▼
Next read for South Central Annuity Fund
Filing takeaways
Ways to act on South Central Annuity Fund's numbers.
- By total assets, South Central Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Texas. Compare plans
- South Central Annuity Fund's sponsor-wide assets have grown 31.8% since 2022 across 3 plan years on file. More Construction plans