401(k) · DOL Form 5500 · 2022

Board of Trustees, U.a. Local 467 Pension Trust 401(k) Plan

Data updated 2026-08-11

$114M
Total assets
814
Participants
93rd
Percentile by assets
$139,759
Avg per participant
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Official DOL plan name: U.a. Local 467 Defined Contribution Plan · Sponsored by Board of Trustees, U.a. Local 467 Pension Trust · California · Construction

$114M in assets, 814 participants

Board of Trustees, U.a. Local 467 Pension Trust's U.a. Local 467 Defined Contribution Plan reported $114M in total assets and 814 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #9,150 in Construction (9,927 peers)

Where U.a. Local 467 Defined Contribution Plan sits by assets

U.a. Local 467 Defined Contribution Plan sits in the top 10% of all filed plans by assets, $114M for 814 participants (~$139,759/participant), down 12.4% in 2022.

$114M
total plan assets (2022 EOY)
814
covered participants
93rd
percentile by assets (of 139,126 plans)
$139,759
avg assets per participant

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where U.a. Local 467 Defined Contribution Plan sits by total assets

U.a. Local 467 Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$113,764,217 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
California
Industry
Construction

U.a. Local 467 Defined Contribution Plan vs the 2022 asset distribution

By assets, U.a. Local 467 Defined Contribution Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$130M
Net Assets (End of Year)$114M
Net Income-$16M
Employer EIN776007903
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, U.a. Local 467 Pension Trust)

$100M$120M$140M$160M$180M 202220232024 $114M $158M ▲ +39.1%
Total plan assets by year, all Board of Trustees, U.a. Local 467 Pension Trust plans on file
Year Plans Participants Total Assets
2022 1 814 $114M
2023 1 1,266 $137M
2024 1 840 $158M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

U.a. Local 467 Defined Contribution Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants U.a. Local 467 Defin…, Total assets ($B): 0.113764217 · Participants: 814U.a. Local 467 Defin…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
U.a. Local 467 Defined Contribution Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare U.a. Local 467 Defined Contribution Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to U.a. Local 467 Defined Contribution Plan by total assets, not by location.

Frequently Asked Questions

How did U.a. Local 467 Defined Contribution Plan assets move in 2022? ▼
U.a. Local 467 Defined Contribution Plan pulled back noticeably - down 12.4% during 2022, from $130M to $114M. Reported net income was -$16M.
How have Board of Trustees, U.a. Local 467 Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, U.a. Local 467 Pension Trust's sponsor-wide assets grew 39.1%, from $114M to $158M.
Where does U.a. Local 467 Defined Contribution Plan rank by assets among Form 5500 filers? ▼
U.a. Local 467 Defined Contribution Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to U.a. Local 467 Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alarm.Com 401(k) Plan in VA ($114M, 1,465 participants).

Next read for U.a. Local 467 Defined Contribution Plan

Scale reading

Ways to act on U.a. Local 467 Defined Contribution Plan's numbers.

  • By total assets, U.a. Local 467 Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Board of Trustees, U.a. Local 467 Pension Trust's sponsor-wide assets have grown 39.1% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 776007903.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.