Money Purchase · DOL Form 5500 · 2024
Board of Trustees, B.a.C. Local 3 Pension Trust Fund Money Purchase Plan
Data updated 2026-08-25
- $126M
- Total assets Near avg plan size
- 733
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $171,230
- Avg per participant Above avg balance/head
Official DOL plan name: B.a.C. Local No. 3 Defined Contribution Pension Plan · Sponsored by Board of Trustees, B.a.C. Local 3 Pension Trust Fund · California · Finance & Insurance
$126M in assets, 733 participants
Board of Trustees, B.a.C. Local 3 Pension Trust Fund's B.a.C. Local No. 3 Defined Contribution Pension Plan reported $126M in total assets and 733 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,472 in Finance & Insurance (8,549 peers)
Where B.a.C. Local No. 3 Defined Contribution Pension Plan sits by assets
B.a.C. Local No. 3 Defined Contribution Pension Plan sits in the top 10% of all filed plans by assets, $126M for 733 participants (~$171,230/participant), up 3.3% in 2024.
- #7,472
- in Finance & Insurance (8,549 peers)
- +3.3%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
B.a.C. Local No. 3 Defined Contribution Pension Plan's outsized position by total assets
B.a.C. Local No. 3 Defined Contribution Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$125,511,919 Top 8% higher than 92% 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
B.a.C. Local No. 3 Defined Contribution Pension Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. B.a.C. Local No. 3 Defined Contribution Pension Plan sits mid-pack in the medium band (733 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- B.a.C. Local No. 3 Defined Contribution Pension Plan reported net income fell from $10M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- B.a.C. Local No. 3 Defined Contribution Pension Plan reported participants fell from 758 in the plan year 2023 filing to 733 in the plan year 2024 filing.
- B.a.C. Local No. 3 Defined Contribution Pension Plan end-of-year assets rose from $122M in the plan year 2023 filing to $126M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 900888690 · Board of Trustees, B.a.C. Local 3 Pension Trust Fund PY 2024 · Money Purchase
B.a.C. Local No. 3 Defined Contribution Pension Plan · $126M · 733 · 92nd
- BOOK $126M
- BOOK 733
- BOOK 92nd
- BOOK Money Purchase
- BOOK near IBEW AFL-CIO Local Union 743 NECA Penn-Del-Jersey Chapter Reading Division Retirement Plan
- BOOK ind #7472
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 Finance & Insurance retirement plans → · Plans in California →
B.a.C. Local No. 3 Defined Contribution Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $125M |
| Net Income | $4M |
| Employer EIN | 900888690 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, B.a.C. Local 3 Pension Trust Fund)
Sponsor-wide plan assets over time
All Board of Trustees, B.a.C. Local 3 Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $314M 12.220394004248313% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,375 | $280M |
| 2023 | 2 | 1,542 | $300M |
| 2024 | 2 | 1,580 | $314M |
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
B.a.C. Local No. 3 Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is IBEW AFL-CIO Local Union 743 NECA Penn-Del-Jersey Chapter Reading Division Retirement Plan in PA ($126M); by covered participants it is Bates College Money Purchase Pension Plan in ME (732 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($126M here).
- IBEW AFL-CIO Local Union 743 NECA Penn-Del-Jersey Chapter Reading Division Retirement Plan (PA) $126M · 494
- Central Texas College Employees' Pension Plan and Trust (TX) $126M · 577
- United Nations International School Employees Pension Plan (NY) $126M · 280
- Macquarie Management Holdings, Inc. Retirement Plan (NY) $125M · 173
Similar participant headcount
Nearest other-state filings by covered participants (733 participants); asset peers above are excluded.
- Bates College Money Purchase Pension Plan (ME) 732 · 1 off
- Ila Warehouse Employees Pension Fund (NY) 757 · 24 off
- Plumbers Local Union No. 200 Supplemental Vested Annuity Fund (NY) 758 · 25 off
- Local Union 400 IBEW Joint Annuity Plan (NJ) 705 · 28 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.