Defined Benefit (Pension) · DOL Form 5500 · 2022

U.a. Local No. 159 Pension Trust Pension Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
288
Participants Below avg headcount
93rd
Percentile by assets National rank
$370,540
Avg per participant High balance/head
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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.

  • #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.

#9,118
in Construction (9,927 peers)
-14.4%
assets change YoY
1.1×
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. 159 Defined Benefit Plan's outsized position by total assets

U. a. Local No. 159 Defined Benefit Plan vs every filed plan by assets

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

$106,715,476 Top 7% higher than 93% 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. 159 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. 159 Defined Benefit Plan sits mid-pack in the medium band (288 participants).

Published 5500 schedule card

Filing strip 942859426 · U.a. Local No. 159 Pension Trust PY 2022 · Defined Benefit (Pension)

U. a. Local No. 159 Defined Benefit Plan · $107M · 288 · 93rd

  • RANK $107M
  • PHOTO 288
  • IND 93rd
  • EOY Defined Benefit (Pension)
  • 5500 near Pension Plan for the Employees of Charlotte Pipe and Foundry Company
  • ASSETS ind #9118

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. 159 Defined Benefit Plan in the asset neighbourhood

National Cargo Bureau, Inc. Pension PlanNational Cargo Bureau, Inc. …$107MU. a. Local No. 159 Defined Benefit PlanU. a. Local No. 159 Defined …$107MPension Plan for the Employees of Charlotte Pipe and Foundry CompanyPension Plan for the Employe…$107MI.a. of M. Motor City Pension FundI.a. of M. Motor City Pensio…$107MSullivan & Cromwell LLP Employees' Pension PlanSullivan & Cromwell LLP Empl…$107M
End-of-year total assets ($M) among U. a. Local No. 159 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)$125M
Net Assets (End of Year)$107M
Net Income-$18M
Employer EIN942859426
Plan Effective Date1976-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.a. Local No. 159 Pension Trust)

Sponsor-wide plan assets over time

All U.a. Local No. 159 Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$201M 13.07552351381858% vs 2022
2024 filing year
$170M$180M$190M$200M$210M 202220232024 $178M $201M ▲ +13.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants U. a. Local No. 159 Defined Benefit Plan, Total assets ($B): 0.106715476 · Participants: 288U. a. Local No. 159 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. 159 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare U. a. Local No. 159 Defined Benefit Plan side-by-side with 3 peers →

U. a. Local No. 159 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 Pension Plan for the Employees of Charlotte Pipe and Foundry Company in NC ($107M); by covered participants it is Cenveo Worldwide Limited Pension Plan in CT (288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (288 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. 159 Defined Benefit Plan assets move in 2022? ▼
U. a. Local No. 159 Defined Benefit Plan pulled back noticeably - down 14.4% during 2022, from $125M to $107M. Reported net income was -$18M.
How have U.a. Local No. 159 Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.a. Local No. 159 Pension Trust's sponsor-wide assets grew 13.1%, from $178M to $201M.
Where does U. a. Local No. 159 Defined Benefit Plan rank by assets among Form 5500 filers? ▼
U. a. Local No. 159 Defined Benefit Plan ranks in the 93rd 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. 159 Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for the Employees of Charlotte Pipe and Foundry Company in NC ($107M, 686 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to U. a. Local No. 159 Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cenveo Worldwide Limited Pension Plan in CT (288 participants, $217M 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 942859426.

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.