Defined Benefit (Pension) · DOL Form 5500 · 2022
U.a. Local No. 159 Pension Trust Pension Plan
Data updated 2026-08-11
- $107M
- Total assets
- 288
- Participants
- 93rd
- Percentile by assets
- $370,540
- Avg per participant
Official DOL plan name: U. a. Local No. 159 Defined Benefit Plan · Sponsored by U.a. Local No. 159 Pension Trust · California · Construction
$107M in assets, 288 participants
U.a. Local No. 159 Pension Trust's U. a. Local No. 159 Defined Benefit Plan reported $107M in total assets and 288 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #9,118 in Construction (9,927 peers)
Coverage in California
U. a. Local No. 159 Defined Benefit Plan covers 288 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $107M.
- $107M
- total plan assets (2022 EOY)
- 288
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $370,540
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. U. a. Local No. 159 Defined Benefit Plan reports 288 participants - about 46% of that state average ($107M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | -$18M |
| Employer EIN | 942859426 |
| Plan Effective Date | 1976-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U.a. Local No. 159 Pension Trust)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,104 | $178M |
| 2023 | 2 | 1,072 | $194M |
| 2024 | 2 | 1,070 | $201M |
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. 159 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 No. 159 Defined Benefit Plan by total assets, not by location.
Frequently Asked Questions
How did U. a. Local No. 159 Defined Benefit Plan assets move in 2022? ▼
How have U.a. Local No. 159 Pension Trust plan assets changed over time? ▼
Where does U. a. Local No. 159 Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to U. a. Local No. 159 Defined Benefit Plan? ▼
Next read for U. a. Local No. 159 Defined Benefit Plan
Filing takeaways
Ways to act on U. a. Local No. 159 Defined Benefit Plan's numbers.
- By total assets, U. a. Local No. 159 Defined Benefit Plan ranks in the top 10% 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
- U.a. Local No. 159 Pension Trust's sponsor-wide assets have grown 13.1% since 2022 across 3 plan years on file. More Construction plans