Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, U.a. Local No. 447 Pension Fund Pension Plan

Data updated 2026-08-25

$218M
Total assets Near avg plan size
882
Participants Near avg headcount
96th
Percentile by assets National rank
$247,295
Avg per participant Above avg balance/head
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Official DOL plan name: U.a. Local No. 447 Pension Fund · Sponsored by Board of Trustees, U.a. Local No. 447 Pension Fund · California · Construction

$218M in assets, 882 participants

Board of Trustees, U.a. Local No. 447 Pension Fund's U.a. Local No. 447 Pension Fund reported $218M in total assets and 882 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #9,450 in Construction (9,927 peers)

Where U.a. Local No. 447 Pension Fund sits by assets

U.a. Local No. 447 Pension Fund sits in the top 5% of all filed plans by assets, $218M for 882 participants (~$247,295/participant), up 7.0% in 2022.

#9,450
in Construction (9,927 peers)
+7.0%
assets growth YoY
2.2×
vs typical plan assets (national mean)

U.a. Local No. 447 Pension Fund's outsized position by total assets

U.a. Local No. 447 Pension Fund vs every filed plan by assets

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

$218,113,906 Top 4% higher than 96% 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. 447 Pension Fund 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. 447 Pension Fund sits mid-pack in the medium band (882 participants).

Form 5500 schedule snapshot

Filing strip 946269669 · Board of Trustees, U.a. Local No. 447 Pension Fund PY 2022 · Defined Benefit (Pension)

U.a. Local No. 447 Pension Fund · $218M · 882 · 96th

  • SCH $218M
  • EBSA 882
  • PART 96th
  • TYPE Defined Benefit (Pension)
  • NET near Tredegar Corporation Retirement Income Plan
  • BOOK ind #9450

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. 447 Pension Fund in the asset neighbourhood

Erc Retirement Plan$219MIue-Cwa Pension Plan$219MPension and Annuity Plan of the Bricklayers Pension FundPension and Annuity Plan of …$219MTredegar Corporation Retirement Income PlanTredegar Corporation Retirem…$218MU.a. Local No. 447 Pension FundU.a. Local No. 447 Pension F…$218M
End-of-year total assets ($M) among U.a. Local No. 447 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$204M
Net Assets (End of Year)$218M
Net Income$14M
Employer EIN946269669
Plan Effective Date1956-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, U.a. Local No. 447 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees, U.a. Local No. 447 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$274M 25.80200686516521% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $218M $274M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 882 $218M
2023 1 899 $244M
2024 1 933 $274M

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. 447 Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants U.a. Local No. 447 Pension Fund, Total assets ($B): 0.218113906 · Participants: 882U.a. Local No. 447 Pension FundKaiser 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. 447 Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare U.a. Local No. 447 Pension Fund side-by-side with 3 peers →

U.a. Local No. 447 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Tredegar Corporation Retirement Income Plan in VA ($218M); by covered participants it is Motion Pic. Lab. Techs and Film Editors Local 780 Pension Fund in IL (882 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($218M here).

Similar participant headcount

Nearest other-state filings by covered participants (882 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. 447 Pension Fund assets move in 2022? ▼
U.a. Local No. 447 Pension Fund grew at a solid clip - up 7.0% during 2022, from $204M to $218M. Reported net income was $14M.
How have Board of Trustees, U.a. Local No. 447 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, U.a. Local No. 447 Pension Fund's sponsor-wide assets grew 25.8%, from $218M to $274M.
Where does U.a. Local No. 447 Pension Fund rank by assets among Form 5500 filers? ▼
U.a. Local No. 447 Pension Fund ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to U.a. Local No. 447 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tredegar Corporation Retirement Income Plan in VA ($218M, 406 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to U.a. Local No. 447 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Motion Pic. Lab. Techs and Film Editors Local 780 Pension Fund in IL (882 participants, $24M 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 946269669.

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.