Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, U.a. Local 467 Pension Trust Pension Plan

Data updated 2026-08-25

$611M
Total assets Above avg plan size
846
Participants Near avg headcount
98th
Percentile by assets National rank
$722,317
Avg per participant High balance/head
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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.

  • #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.

#9,755
in Construction (9,927 peers)
-23.3%
assets change YoY
6.1×
vs typical plan assets (national mean)

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's outsized position by total assets

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

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

$611,080,357 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 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

U.a. Local 467 Defined Benefit Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.a. Local 467 Defined Benefit Plan sits mid-pack in the medium band (846 participants).

Published 5500 schedule card

Filing strip 942353807 · Board of Trustees, U.a. Local 467 Pension Trust PY 2022 · Defined Benefit (Pension)

U.a. Local 467 Defined Benefit Plan · $611M · 846 · 98th

  • TYPE $611M
  • NET 846
  • BOOK 98th
  • VS-ST Defined Benefit (Pension)
  • BOY near Hii Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan
  • SCH ind #9755

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in California →

U.a. Local 467 Defined Benefit Plan in the asset neighbourhood

Hii Ingalls Shipbuilding, Inc. Hourly Employees' Retirement PlanHii Ingalls Shipbuilding, In…$612MU.a. Local 467 Defined Benefit PlanU.a. Local 467 Defined Benef…$611MGeneral Dynamics Retirement Plan (Land Systems)General Dynamics Retirement …$610MThe Legacy Plan of the Unite Here Retirement FundThe Legacy Plan of the Unite…$610MTeamsters Negotiated Pension PlanTeamsters Negotiated Pension…$609M
End-of-year total assets ($M) among U.a. Local 467 Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$797M
Net Assets (End of Year)$611M
Net Income-$186M
Employer EIN942353807
Plan Effective Date1956-07-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees, U.a. Local 467 Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$859M 40.607317868671075% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $611M $859M ▲ +40.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants U.a. Local 467 Defined Benefit Plan, Total assets ($B): 0.611080357 · Participants: 846U.a. Local 467 Defined Benefit PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
U.a. Local 467 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare U.a. Local 467 Defined Benefit Plan side-by-side with 3 peers →

U.a. Local 467 Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Hii Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan in VA ($612M); by covered participants it is Ncci Holdings, Inc. Employees' Retirement Plan in FL (846 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (846 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did U.a. Local 467 Defined Benefit Plan assets move in 2022? ▼
U.a. Local 467 Defined Benefit Plan declined sharply - down 23.3% during 2022, from $797M to $611M. Reported net income was -$186M.
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 40.6%, from $611M to $859M.
Where does U.a. Local 467 Defined Benefit Plan rank by assets among Form 5500 filers? ▼
U.a. Local 467 Defined Benefit Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to U.a. Local 467 Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hii Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan in VA ($612M, 6,805 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to U.a. Local 467 Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ncci Holdings, Inc. Employees' Retirement Plan in FL (846 participants, $41M in assets).

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 942353807.

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.