Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, U.a. Local 467 Pension Trust Pension Plan
Data updated 2026-08-11
- $611M
- Total assets
- 846
- Participants
- 98th
- Percentile by assets
- $722,317
- Avg per participant
Official DOL plan name: U.a. Local 467 Defined Benefit Plan · Sponsored by Board of Trustees, U.a. Local 467 Pension Trust · California · Construction
$611M in assets, 846 participants
Board of Trustees, U.a. Local 467 Pension Trust's U.a. Local 467 Defined Benefit Plan reported $611M in total assets and 846 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #9,755 in Construction (9,927 peers)
Where U.a. Local 467 Defined Benefit Plan sits by assets
U.a. Local 467 Defined Benefit Plan sits in the top 5% of all filed plans by assets, $611M for 846 participants (~$722,317/participant), down 23.3% in 2022.
- $611M
- total plan assets (2022 EOY)
- 846
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $722,317
- avg assets per participant
The plan reported a net loss of $186M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
U.a. Local 467 Defined Benefit Plan vs the 2022 asset distribution
By assets, U.a. Local 467 Defined Benefit Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 6.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $797M |
|---|---|
| Net Assets (End of Year) | $611M |
| Net Income | -$186M |
| Employer EIN | 942353807 |
| Plan Effective Date | 1956-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, U.a. Local 467 Pension Trust)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 846 | $611M |
| 2023 | 1 | 872 | $757M |
| 2024 | 1 | 899 | $859M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
U.a. Local 467 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to U.a. Local 467 Defined Benefit Plan by total assets, not by location.
- Hii Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan (VA) $612M · 6,805
- General Dynamics Retirement Plan (Land Systems) (VA) $610M · 1,181
- The Legacy Plan of the Unite Here Retirement Fund (NY) $610M · 18,942
- Teamsters Negotiated Pension Plan (MO) $609M · 2,162
Frequently Asked Questions
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How have Board of Trustees, U.a. Local 467 Pension Trust plan assets changed over time? ▼
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Next read for U.a. Local 467 Defined Benefit Plan
Scale reading
Ways to act on U.a. Local 467 Defined Benefit Plan's numbers.
- By total assets, U.a. Local 467 Defined Benefit Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Board of Trustees, U.a. Local 467 Pension Trust's sponsor-wide assets have grown 40.6% since 2022 across 3 plan years on file. More Construction plans