Money Purchase · DOL Form 5500 · 2024

Board of Trustees, B.a.C. Local 3 Pension Trust Fund Money Purchase Plan

Data updated 2026-08-11

$126M
Total assets: 733
Participants: 92nd
Percentile by assets: $171,230
Avg per participant

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.

92nd percentile by assets (of 123,622 plans)
#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.

$126M
total plan assets (2024 EOY): 733
covered participants: 92nd
percentile by assets (of 123,622 plans): $171,230
avg assets per participant

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.

See the national 2023→2024 release diff →

State

California

Industry

Finance & Insurance

B.a.C. Local No. 3 Defined Contribution Pension Plan vs the 2024 asset distribution

By assets, B.a.C. Local No. 3 Defined Contribution Pension Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Board of Trustees, B.a.C. Local 3 Pension Trust Fund plans on file

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.

B.a.C. Local No. 3 Defined Contribution Pension Plan 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

Compare B.a.C. Local No. 3 Defined Contribution … side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to B.a.C. Local No. 3 Defined Contribution Pension Plan by total assets, not by location.

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

Frequently Asked Questions

How did B.a.C. Local No. 3 Defined Contribution Pension Plan assets move in 2024? ▼

B.a.C. Local No. 3 Defined Contribution Pension Plan edged up modestly - up 3.3% during 2024, from $122M to $126M. Reported net income was $4M.

How have Board of Trustees, B.a.C. Local 3 Pension Trust Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, B.a.C. Local 3 Pension Trust Fund's sponsor-wide assets grew 12.2%, from $280M to $314M.

Where does B.a.C. Local No. 3 Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼

B.a.C. Local No. 3 Defined Contribution Pension Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Money Purchase plans are similar in size to B.a.C. Local No. 3 Defined Contribution Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is IBEW AFL-CIO Local Union 743 NECA Penn-Del-Jersey Chapter Reading Division Retirement Plan in PA ($126M, 494 participants).

Next read for B.a.C. Local No. 3 Defined Contribution …

Scale reading

Ways to act on B.a.C. Local No. 3 Defined Contribution Pension Plan's numbers.

By total assets, B.a.C. Local No. 3 Defined Contribution Pension Plan 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 California. Compare plans
Board of Trustees, B.a.C. Local 3 Pension Trust Fund's sponsor-wide assets have grown 12.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 900888690.