401(k) · DOL Form 5500 · 2022

Board of Trustees, Labor Unions 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
3,423
Participants Above avg headcount
89th
Percentile by assets National rank
$17,141
Avg per participant Low balance/head
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Official DOL plan name: Labor Unions 401(k) Plan · Sponsored by Board of Trustees, Labor Unions 401(k) Plan · California · Other Services

$59M in assets, 3,423 participants

Board of Trustees, Labor Unions 401(k) Plan's Labor Unions 401(k) Plan reported $59M in total assets and 3,423 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #8,018 in Other Services (8,398 peers)

Coverage in California

Labor Unions 401(k) Plan covers 3,423 participants in California, 5.4x the typical California plan (state average ~630 per filing). Assets: $59M.

#8,018
in Other Services (8,398 peers)
-17.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Labor Unions 401(k) Plan's outsized position by total assets

Labor Unions 401(k) Plan vs every filed plan by assets

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

$58,674,626 Top 11% higher than 89% 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

Labor Unions 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Labor Unions 401(k) Plan lands in the large band (3,423 participants).

Published 5500 schedule card

Filing strip 336194629 · Board of Trustees, Labor Unions 401(k) Plan PY 2022 · 401(k)

Labor Unions 401(k) Plan · $59M · 3,423 · 89th

  • PART $59M
  • TYPE 3,423
  • NET 89th
  • BOOK 401(k)
  • VS-ST near Aga 401(k) Plan
  • BOY ind #8018

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 Other Services retirement plans → · Plans in California →

Labor Unions 401(k) Plan in the asset neighbourhood

Aga 401(k) Plan$59MKoerber Supply Chain Savings PlanKoerber Supply Chain Savings…$59MBadger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment PlanBadger Liquor Co., Inc. Empl…$59MLabor Unions 401(k) Plan$59MBlanchard Machinery Company 401(k) Profit Sharing PlanBlanchard Machinery Company …$59M
End-of-year total assets ($M) among Labor Unions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$59M
Net Income-$12M
Employer EIN336194629
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Labor Unions 401(k) Plan)

Sponsor-wide plan assets over time

All Board of Trustees, Labor Unions 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$74M 25.609848795627606% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $58.7M $73.7M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 3,423 $59M
2023 1 3,706 $66M
2024 1 3,680 $74M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Labor Unions 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Labor Unions 401(k) Plan, Total assets ($B): 0.058674626 · Participants: 3423Labor Unions 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Labor Unions 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Labor Unions 401(k) Plan side-by-side with 3 peers →

Labor Unions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aga 401(k) Plan in GA ($59M); by covered participants it is Afognak Native Corporation and Alutiiq, LLC 401(k) Plan & Trust in VA (3,423 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,423 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 Labor Unions 401(k) Plan assets move in 2022? ▼
Labor Unions 401(k) Plan declined sharply - down 17.1% during 2022, from $71M to $59M. Reported net income was -$12M.
How have Board of Trustees, Labor Unions 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Labor Unions 401(k) Plan's sponsor-wide assets grew 25.6%, from $59M to $74M.
Where does Labor Unions 401(k) Plan rank by assets among Form 5500 filers? ▼
Labor Unions 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Labor Unions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aga 401(k) Plan in GA ($59M, 1,072 participants).
Which 401(k) plans cover a similar participant headcount to Labor Unions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Afognak Native Corporation and Alutiiq, LLC 401(k) Plan & Trust in VA (3,423 participants, $147M 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 336194629.

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.