U.a. Local 467 Defined Benefit Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, U.a. Local 467 Pension Trust · California · Construction

What the 2023 filing shows

U.a. Local 467 Defined Benefit Plan holds $611M for 846 participants — about $722,317 per participant, down 23.3% over the 2022 plan year.

$611M
total plan assets (2022 EOY): 846
covered participants: $722,317
avg assets per participant: -23.3%
assets change YoY

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.

Total Assets (2023)

$611M

Participants

846

State

California

Industry

Construction

What the Filing Says About U.a. Local 467 Defined Benefit Plan

U.a. Local 467 Defined Benefit Plan is a Other retirement plan sponsored by Board of Trustees, U.a. Local 467 Pension Trust, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $611M in total end-of-year assets and covers 846 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 942353807, and the plan has been effective since 1956-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $797M at the beginning of 2022 to $611M at year-end — a decline of 23.3%. Net assets (after liabilities) closed the year at $611M, with reported net income of $-185,990,386 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$797M
Total Assets (End of Year)	$611M
Net Assets (End of Year)	$611M
Net Income	$-185,990,386
Plan Type	Other
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

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Compare U.a. Local 467 Defined Benefit Plan side-by-side with 3 peers →

Related Data

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Frequently Asked Questions

How much money is in the U.a. Local 467 Defined Benefit Plan? ▼

As of the 2022 Form 5500 filing, U.a. Local 467 Defined Benefit Plan holds $611M in total assets with 846 participants. It is sponsored by Board of Trustees, U.a. Local 467 Pension Trust.

What type of plan is U.a. Local 467 Defined Benefit Plan? ▼

U.a. Local 467 Defined Benefit Plan is a Other plan. It has been effective since 1956-07-01. The plan is filed with the U.S. Department of Labor under EIN 942353807.

Who sponsors the U.a. Local 467 Defined Benefit Plan? ▼

U.a. Local 467 Defined Benefit Plan is sponsored by Board of Trustees, U.a. Local 467 Pension Trust, located in California. The sponsor's EIN is 942353807 and the plan operates in the Construction industry.

How did U.a. Local 467 Defined Benefit Plan perform in 2022? ▼

U.a. Local 467 Defined Benefit Plan declined by 23.3% during 2022, moving from $797M to $611M in total assets. Net income was $-185,990,386.

Where can I find official filings for U.a. Local 467 Defined Benefit Plan? ▼

Official Form 5500 filings for U.a. Local 467 Defined Benefit Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942353807 or plan name at efast.dol.gov.

How does U.a. Local 467 Defined Benefit Plan compare to other plans? ▼

You can compare U.a. Local 467 Defined Benefit Plan against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.