Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity retirement plan: assets, participants and fees
What Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Withumsmith+brown, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 37 defined-contribution plans with 50,000 or more participants.
| Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity: employer contribution per participant | $1,945 | |
| Peer median | $2,100 |
| Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity: average balance | $19,659 | |
| Peer median | $77,284 |
| Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.4B at the end of plan year 2023 to $1.5B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 78,189 | $1.5B | $152M | $1,945 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 79,949 | $1.4B | $154M | $2,005 | 0.27% | Not published | Form 5500 ↗ |
Other Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Laborers Pension Trust Fund for Northern California
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Tda Investment Group | Schedule C ↗ |
| Independent auditor | Withumsmith+brown, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity match 401(k) contributions?
The match terms for the Laborers Annuity Plan for Northern California have not been published from its filing yet. The plan year 2024 filing reports $152M in employer contributions, about $1,945 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity 401(k) match vested?
The vesting schedule for the Laborers Annuity Plan for Northern California is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity 401(k)?
The filing names Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity as plan administrator; it does not list a recordkeeper.
I left Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity, (707) 864-2800). The Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity 401(k)
Data from the public Form 5500 annual reports Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity. Not financial advice. Report a correction · Methodology