Money Purchase · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$184M
Total assets Near avg plan size
1,036
Participants Near avg headcount
95th
Percentile by assets National rank
$177,769
Avg per participant Above avg balance/head
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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.

  • #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.

#9,389
in Construction (9,927 peers)
+8.2%
assets growth YoY
1.8×
vs typical plan assets (national mean)

U. a. Local 38 Defined Contribution Pension Plan's outsized position by total assets

U. a. Local 38 Defined Contribution Pension Plan vs every filed plan by assets

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

$184,169,192 Top 5% higher than 95% 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 38 Defined Contribution Pension 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. U. a. Local 38 Defined Contribution Pension Plan lands in the large band (1,036 participants).

DOL schedule card

Filing strip 941285319 · Board of Trustees of U.a. Local 38 Trust Funds PY 2022 · Money Purchase

U. a. Local 38 Defined Contribution Pension Plan · $184M · 1,036 · 95th

  • EBSA $184M
  • PART 1,036
  • TYPE 95th
  • NET Money Purchase
  • BOOK near Plumbers & Pipefitters Local No 189 Retirement Savings Plan
  • VS-ST ind #9389

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 38 Defined Contribution Pension Plan in the asset neighbourhood

U. a. Local 38 Defined Contribution Pension PlanU. a. Local 38 Defined Contr…$184MPlumbers & Pipefitters Local No 189 Retirement Savings PlanPlumbers & Pipefitters Local…$183MAlaska Carpenters Defined Contribution Trust FundAlaska Carpenters Defined Co…$181MGovernment Employees Health Assoc. , Inc. 401(k) Retirement Savings PlanGovernment Employees Health …$180MRose-Hulman Institute of Technology Money Purchase Purchase PlanRose-Hulman Institute of Tec…$178M
End-of-year total assets ($M) among U. a. Local 38 Defined Contribution Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$170M
Net Assets (End of Year)$183M
Net Income$14M
Employer EIN941285319
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees of U.a. Local 38 Trust Funds plans reported in each filing year

Latest sponsor-wide plan assets
$766M 18.612059335724958% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $645M $766M ▲ +18.6%
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 Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants U. a. Local 38 Defined Contribution Pension Plan, Total assets ($B): 0.184169192 · Participants: 1036U. a. Local 38 Defined Contribution Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
U. a. Local 38 Defined Contribution Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare U. a. Local 38 Defined Contribution Pension Plan side-by-side with 3 peers →

U. a. Local 38 Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Plumbers & Pipefitters Local No 189 Retirement Savings Plan in OH ($183M); by covered participants it is Roofers Union Local No. 33 Thrift Fund in MA (1,046 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,036 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 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).
Which Money Purchase plans cover a similar participant headcount to U. a. Local 38 Defined Contribution Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Roofers Union Local No. 33 Thrift Fund in MA (1,046 participants, $98M 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 941285319.

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.