U. a. Local 38 Defined Benefit Pension Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

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

Sponsored by Board of Trustees of U.a. Local 38 Trust Funds · California · Construction

What the 2023 filing shows

U. a. Local 38 Defined Benefit Pension Plan holds $461M for 1,458 participants — about $316,396 per participant, up 6.5% over the 2022 plan year.

$461M
total plan assets (2022 EOY): 1,458
covered participants: $316,396
avg assets per participant: +6.5%
assets growth YoY

Total Assets (2023)

$461M

Participants

1,458

State

California

Industry

Construction

What the Filing Says About U. a. Local 38 Defined Benefit Pension Plan

U. a. Local 38 Defined Benefit Pension Plan is a Other retirement plan sponsored by Board of Trustees of U.a. Local 38 Trust Funds, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $461M in total end-of-year assets and covers 1,458 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 941285319, and the plan has been effective since 1955-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $433M at the beginning of 2022 to $461M at year-end — a gain of 6.5%. Net assets (after liabilities) closed the year at $459M, with reported net income of $27M 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 1 prior plan-year filing 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)	$433M
Total Assets (End of Year)	$461M
Net Assets (End of Year)	$459M
Net Income	$27M
Plan Type	Other
Employer EIN	941285319
Plan Effective Date	1955-07-01
Filing Status	FILING RECEIVED

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

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

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Related Data

Guides

Frequently Asked Questions

How much money is in the U. a. Local 38 Defined Benefit Pension Plan? ▼

As of the 2022 Form 5500 filing, U. a. Local 38 Defined Benefit Pension Plan holds $461M in total assets with 1,458 participants. It is sponsored by Board of Trustees of U.a. Local 38 Trust Funds.

What type of plan is U. a. Local 38 Defined Benefit Pension Plan? ▼

U. a. Local 38 Defined Benefit Pension Plan is a Other plan. It has been effective since 1955-07-01. The plan is filed with the U.S. Department of Labor under EIN 941285319.

Who sponsors the U. a. Local 38 Defined Benefit Pension Plan? ▼

U. a. Local 38 Defined Benefit Pension Plan is sponsored by Board of Trustees of U.a. Local 38 Trust Funds, located in California. The sponsor's EIN is 941285319 and the plan operates in the Construction industry.

How did U. a. Local 38 Defined Benefit Pension Plan perform in 2022? ▼

U. a. Local 38 Defined Benefit Pension Plan grew by 6.5% during 2022, moving from $433M to $461M in total assets. Net income was $27M.

Where can I find official filings for U. a. Local 38 Defined Benefit Pension Plan? ▼

Official Form 5500 filings for U. a. Local 38 Defined Benefit Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 941285319 or plan name at efast.dol.gov.

How does U. a. Local 38 Defined Benefit Pension Plan compare to other plans? ▼

You can compare U. a. Local 38 Defined Benefit Pension 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.