Money Purchase · DOL Form 5500 · 2022

Board of Trustees of U.a. Local 38 Trust Funds Money Purchase Plan

Data updated 2026-08-11

$184M
Total assets: 1,036
Participants: 95th
Percentile by assets: $177,769
Avg per participant

Official DOL plan name: U. a. Local 38 Defined Contribution Pension Plan · Sponsored by Board of Trustees of U.a. Local 38 Trust Funds · California · Construction

$184M in assets, 1,036 participants

Board of Trustees of U.a. Local 38 Trust Funds's U. a. Local 38 Defined Contribution Pension Plan reported $184M in total assets and 1,036 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 139,126 plans)
#9,389 in Construction (9,927 peers)

Where U. a. Local 38 Defined Contribution Pension Plan sits by assets

U. a. Local 38 Defined Contribution Pension Plan sits in the top 5% of all filed plans by assets, $184M for 1,036 participants (~$177,769/participant), up 8.2% in 2022.

$184M
total plan assets (2022 EOY): 1,036
covered participants: 95th
percentile by assets (of 139,126 plans): $177,769
avg assets per participant

State

California

Industry

Construction

U. a. Local 38 Defined Contribution Pension Plan vs the 2022 asset distribution

By assets, U. a. Local 38 Defined Contribution Pension Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$170M
Net Assets (End of Year)	$183M
Net Income	$14M
Employer EIN	941285319
Plan Effective Date	1995-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of U.a. Local 38 Trust Funds)

Total plan assets by year, all Board of Trustees of U.a. Local 38 Trust Funds plans on file

Year	Plans	Participants	Total Assets
2022	2	2,494	$645M
2023	2	2,761	$710M
2024	2	2,760	$766M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

U. a. Local 38 Defined Contribution Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792

Compare U. a. Local 38 Defined Contribution Pens… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to U. a. Local 38 Defined Contribution Pension Plan by total assets, not by location.

Plumbers & Pipefitters Local No 189 Retirement Savings Plan (OH) $183M · 816
Alaska Carpenters Defined Contribution Trust Fund (WA) $181M · 6,147
Government Employees Health Assoc. , Inc. 401(k) Retirement Savings Plan (MO) $180M · 1,570
Rose-Hulman Institute of Technology Money Purchase Purchase Plan (IN) $178M · 498

Frequently Asked Questions

How did U. a. Local 38 Defined Contribution Pension Plan assets move in 2022? ▼

U. a. Local 38 Defined Contribution Pension Plan grew at a solid clip - up 8.2% during 2022, from $170M to $184M. Reported net income was $14M.

How have Board of Trustees of U.a. Local 38 Trust Funds plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of U.a. Local 38 Trust Funds's sponsor-wide assets grew 18.6%, from $645M to $766M.

Where does U. a. Local 38 Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼

U. a. Local 38 Defined Contribution Pension Plan ranks in the 95th 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 Money Purchase plans are similar in size to U. a. Local 38 Defined Contribution Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Plumbers & Pipefitters Local No 189 Retirement Savings Plan in OH ($183M, 816 participants).

Next read for U. a. Local 38 Defined Contribution Pens…

Scale reading

Ways to act on U. a. Local 38 Defined Contribution Pension Plan's numbers.

By total assets, U. a. Local 38 Defined Contribution Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
Board of Trustees of U.a. Local 38 Trust Funds's sponsor-wide assets have grown 18.6% since 2022 across 3 plan years on file. More Construction plans

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 941285319.