Other
2022 plan-year Other DOL Form 5500

U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN

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

U.A. LOCAL NO. 343 PENSION TRUST

This Other plan holds $135M in total assets and serves 241 participants as of 2022. It is sponsored by U.A. LOCAL NO. 343 PENSION TRUST in California. The plan reported a net loss of $18M for the year.

Total Assets (2023)
$135M
Participants
241
State
Industry
Construction

What the Filing Says About U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN

U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN is a Other retirement plan sponsored by U.A. LOCAL NO. 343 PENSION TRUST, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $135M in total end-of-year assets and covers 241 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 946092775, and the plan has been effective since 1994-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $153M at the beginning of 2022 to $135M at year-end — a decline of 11.6%. Net assets (after liabilities) closed the year at $135M, with reported net income of $-17,744,624 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)$153M
Total Assets (End of Year)$135M
Net Assets (End of Year)$135M
Net Income$-17,744,624
Plan TypeOther
Employer EIN946092775
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.A. LOCAL NO. 343 PENSION TRUST)

Year Plans Participants Total Assets
2022 2 1,797 $188M
2023 2 1,795 $211M
2024 2 1,734 $228M

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN?
As of the 2022 Form 5500 filing, U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN holds $135M in total assets with 241 participants. It is sponsored by U.A. LOCAL NO. 343 PENSION TRUST.
What type of plan is U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN?
U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN is a Other plan. It has been effective since 1994-07-01. The plan is filed with the U.S. Department of Labor under EIN 946092775.
Who sponsors the U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN?
U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN is sponsored by U.A. LOCAL NO. 343 PENSION TRUST, located in California. The sponsor's EIN is 946092775 and the plan operates in the Construction industry.
How did U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN perform in 2022?
U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN declined by 11.6% during 2022, moving from $153M to $135M in total assets. Net income was $-17,744,624.
Where can I find official filings for U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN?
Official Form 5500 filings for U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 946092775 or plan name at efast.dol.gov.
How does U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN compare to other plans?
You can compare U. A. LOCAL NO. 343 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.

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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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.