Money Purchase · DOL Form 5500 · 2024
Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity Money Purchase Plan
Data updated 2026-08-11
- $1.6B
- Total assets
- 29,331
- Participants
- 99th
- Percentile by assets
- $53,204
- Avg per participant
Official DOL plan name: Laborers Annuity Plan for Northern California · Sponsored by Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity · California · Construction
$1.6B in assets, 29,331 participants
Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity's Laborers Annuity Plan for Northern California reported $1.6B in total assets and 29,331 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 123,622 plans)
- #8,955 in Construction (9,039 peers)
Coverage in California
Laborers Annuity Plan for Northern California covers 29,331 participants in California, 47x the typical California plan (state average ~630 per filing). Assets: $1.6B.
- $1.6B
- total plan assets (2024 EOY)
- 29,331
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $53,204
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Laborers Annuity Plan for Northern California end-of-year assets rose from $1.4B in the plan year 2023 filing to $1.6B in the plan year 2024 filing.
- Laborers Annuity Plan for Northern California reported net income rose from $160M in the plan year 2023 filing to $162M in the plan year 2024 filing.
- Laborers Annuity Plan for Northern California reported participants fell from 29,863 in the plan year 2023 filing to 29,331 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Laborers Annuity Plan for Northern California reports 29,331 participants - 47x that state average ($1.6B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | $162M |
| Employer EIN | 946277608 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 51,913 | $5.9B |
| 2023 | 2 | 51,238 | $6.3B |
| 2024 | 2 | 50,598 | $7.0B |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Laborers Annuity Plan for Northern California 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 Laborers Annuity Plan for Northern California
Laborers Annuity Plan for Northern California reports $1.6B in end-of-year assets across 29,331 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $53,204 per participant (38% of the national average assets-per-participant) . Net income for plan year 2024 was $162M.
This plan identity (EIN 946277608, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.6B (+15.5%) while covered participants moved from 30,063 to 29,331 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 30,063 | $1.4B | Open filing |
| 2023 | 29,863 | $1.4B | Open filing |
| 2024 · index core | 29,331 | $1.6B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Laborers Pension Trust Fund for Northern California (Defined Benefit (Pension), $5.5B, 21,267 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Laborers Annuity Plan for Northern California by total assets, not by location.
- Brookhaven Science Associates, LLC Retirement Plan (NY) $1.5B · 2,624
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan (MI) $1.6B · 35,197
- The Cleveland Clinic Foundation Cash Balance Plan (OH) $1.6B · 4,957
- The George Washington University Retirement Plan for Faculty and Staff (VA) $1.4B · 3,862
Frequently Asked Questions
How did Laborers Annuity Plan for Northern California assets move in 2024? ▼
How have Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity plan assets changed over time? ▼
Where does Laborers Annuity Plan for Northern California rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Laborers Annuity Plan for Northern California? ▼
Next read for Laborers Annuity Plan for Northern Calif…
Filing takeaways
Ways to act on Laborers Annuity Plan for Northern California's numbers.
- By total assets, Laborers Annuity Plan for Northern California ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity's sponsor-wide assets have grown 18.4% since 2022 across 3 plan years on file. More Construction plans