Defined Benefit (Pension) · DOL Form 5500 · 2022

U.a. Local No. 343 Pension Trust Pension Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
241
Participants Below avg headcount
94th
Percentile by assets National rank
$560,973
Avg per participant High balance/head
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Official DOL plan name: U. a. Local No. 343 Defined Benefit Plan · Sponsored by U.a. Local No. 343 Pension Trust · California · Construction

$135M in assets, 241 participants

U.a. Local No. 343 Pension Trust's U. a. Local No. 343 Defined Benefit Plan reported $135M in total assets and 241 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #9,237 in Construction (9,927 peers)

Coverage in California

U. a. Local No. 343 Defined Benefit Plan covers 241 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $135M.

#9,237
in Construction (9,927 peers)
-11.6%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

U. a. Local No. 343 Defined Benefit Plan's outsized position by total assets

U. a. Local No. 343 Defined Benefit Plan vs every filed plan by assets

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

$135,194,407 Top 6% higher than 94% 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 No. 343 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 No. 343 Defined Benefit Plan sits mid-pack in the medium band (241 participants).

EBSA filing schedule strip

Filing strip 946092775 · U.a. Local No. 343 Pension Trust PY 2022 · Defined Benefit (Pension)

U. a. Local No. 343 Defined Benefit Plan · $135M · 241 · 94th

  • NET $135M
  • BOOK 241
  • VS-ST 94th
  • BOY Defined Benefit (Pension)
  • SCH near Cmg Hourly Pension Plan
  • EBSA ind #9237

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 No. 343 Defined Benefit Plan in the asset neighbourhood

Harbisonwalker International, Inc. Salary Pension PlanHarbisonwalker International…$135MU. a. Local No. 343 Defined Benefit PlanU. a. Local No. 343 Defined …$135MCmg Hourly Pension Plan$135MPlumbers & Steamfitters Local #137 Pension FundPlumbers & Steamfitters Loca…$135MCroda Inc. Retirement Plan$135M
End-of-year total assets ($M) among U. a. Local No. 343 Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$153M
Net Assets (End of Year)$135M
Net Income-$18M
Employer EIN946092775
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.a. Local No. 343 Pension Trust)

Sponsor-wide plan assets over time

All U.a. Local No. 343 Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$228M 21.15660496507118% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $188M $228M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 1,797 $188M
2023 2 1,795 $211M
2024 2 1,734 $228M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

U. a. Local No. 343 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants U. a. Local No. 343 Defined Benefit Plan, Total assets ($B): 0.135194407 · Participants: 241U. a. Local No. 343 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 No. 343 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare U. a. Local No. 343 Defined Benefit Plan side-by-side with 3 peers →

U. a. Local No. 343 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 Cmg Hourly Pension Plan in AL ($135M); by covered participants it is Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust in AL (241 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($135M here).

Similar participant headcount

Nearest other-state filings by covered participants (241 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 No. 343 Defined Benefit Plan assets move in 2022? ▼
U. a. Local No. 343 Defined Benefit Plan pulled back noticeably - down 11.6% during 2022, from $153M to $135M. Reported net income was -$18M.
How have U.a. Local No. 343 Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.a. Local No. 343 Pension Trust's sponsor-wide assets grew 21.2%, from $188M to $228M.
Where does U. a. Local No. 343 Defined Benefit Plan rank by assets among Form 5500 filers? ▼
U. a. Local No. 343 Defined Benefit Plan ranks in the 94th 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 Defined Benefit (Pension) plans are similar in size to U. a. Local No. 343 Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cmg Hourly Pension Plan in AL ($135M, 1,242 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to U. a. Local No. 343 Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust in AL (241 participants, $24M 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 946092775.

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.