Money Purchase · DOL Form 5500 · 2024
Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity Money Purchase Plan
Data updated 2026-08-25
- $1.6B
- Total assets Very large vs avg
- 29,331
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $53,204
- Avg per participant Low balance/head
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.
- #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.
- #8,955
- in Construction (9,039 peers)
- +12.1%
- assets growth YoY
- 16×
- vs typical plan assets (national mean)
Laborers Annuity Plan for Northern California's outsized position by total assets
Laborers Annuity Plan for Northern California vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,560,522,475 Top 1% higher than 99% 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
Laborers Annuity Plan for Northern California's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Laborers Annuity Plan for Northern California is a mega filing (29,331 participants), the rightmost band on the breakdown.
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.
DOL schedule card
Filing strip 946277608 · Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity PY 2024 · Money Purchase
Laborers Annuity Plan for Northern California · $1.6B · 29,331 · 99th
- BOY $1.6B
- SCH 29,331
- EBSA 99th
- PART Money Purchase
- TYPE near Brookhaven Science Associates, LLC Retirement Plan
- NET ind #8955
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 California →
Laborers Annuity Plan for Northern California in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $7.0B 18.43328787215701% vs 2022
- 2024 filing year
| 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.
- 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)
Laborers Annuity Plan for Northern California's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Brookhaven Science Associates, LLC Retirement Plan in NY ($1.5B); by covered participants it is International Brotherhood of Electrical Workers District No. 9 Pension Plan in OR (29,645 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.6B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (29,331 participants); asset peers above are excluded.
- International Brotherhood of Electrical Workers District No. 9 Pension Plan (OR) 29,645 · 314 off
- International Brotherhood of Trade Unions Local 713 Annuity Fund (NY) 25,523 · 3,808 off
- Michigan Regional Council of Carpenters' Annuity Fund (MI) 17,855 · 11,476 off
- Itpeu Pension Fund (NJ) 15,782 · 13,549 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.