U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 5, 2026

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

U.A. LOCAL NO. 159 PENSION TRUST

This Other plan holds $107M in total assets and serves 288 participants as of 2022. It is sponsored by U.A. LOCAL NO. 159 PENSION TRUST in California. The plan reported a net loss of $18M for the year.

Total Assets (2023)

$107M

Participants

288

State

California

Industry

Construction

What the Filing Says About U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN

U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN is a Other retirement plan sponsored by U.A. LOCAL NO. 159 PENSION TRUST, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $107M in total end-of-year assets and covers 288 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 942859426, and the plan has been effective since 1976-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $125M at the beginning of 2022 to $107M at year-end — a decline of 14.4%. Net assets (after liabilities) closed the year at $107M, with reported net income of $-18,022,881 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)	$125M
Total Assets (End of Year)	$107M
Net Assets (End of Year)	$107M
Net Income	$-18,022,881
Plan Type	Other
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 Other Plans in California

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

ILWU-PMA PENSION PLAN $9.7B · 16,365
WELLS FARGO & COMPANY CASH BALANCE PLAN $8.8B · 53,528
SOUTHWEST CARPENTERS PENSION TRUST $6.8B · 45,891
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIA $6.0B · 20,998
MOTION PICTURE INDUSTRY PENSION PLAN $5.3B · 68,019

Compare U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN side-by-side with 3 peers →

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Frequently Asked Questions

How much money is in the U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN? ▼

As of the 2022 Form 5500 filing, U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN holds $107M in total assets with 288 participants. It is sponsored by U.A. LOCAL NO. 159 PENSION TRUST.

What type of plan is U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN? ▼

U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN is a Other plan. It has been effective since 1976-06-01. The plan is filed with the U.S. Department of Labor under EIN 942859426.

Who sponsors the U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN? ▼

U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN is sponsored by U.A. LOCAL NO. 159 PENSION TRUST, located in California. The sponsor's EIN is 942859426 and the plan operates in the Construction industry.

How did U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN perform in 2022? ▼

U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN declined by 14.4% during 2022, moving from $125M to $107M in total assets. Net income was $-18,022,881.

Where can I find official filings for U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN? ▼

Official Form 5500 filings for U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942859426 or plan name at efast.dol.gov.

How does U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN compare to other plans? ▼

You can compare U. A. LOCAL NO. 159 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.