401(k) · DOL Form 5500 · 2023

Board of Trustees of U.a. Local No. 159 Defined Contribution Plan 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
815
Participants Near avg headcount
89th
Percentile by assets National rank
$94,353
Avg per participant Below avg balance/head
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Official DOL plan name: U. a. Local No. 159 Defined Contribution Plan · Sponsored by Board of Trustees of U.a. Local No. 159 Defined Contribution Plan · California · Construction

$77M in assets, 815 participants

Board of Trustees of U.a. Local No. 159 Defined Contribution Plan's U. a. Local No. 159 Defined Contribution Plan reported $77M in total assets and 815 participants in its 2023 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.

  • #7,891 in Construction (9,030 peers)

Where U. a. Local No. 159 Defined Contribution Plan sits by assets

U. a. Local No. 159 Defined Contribution Plan sits in the top quartile of all filed plans by assets, $77M for 815 participants (~$94,353/participant), up 8.2% in 2023.

#7,891
in Construction (9,030 peers)
+8.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

U. a. Local No. 159 Defined Contribution Plan's outsized position by total assets

U. a. Local No. 159 Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$76,897,514 Top 11% higher than 89% of 127,068 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 2023

U. a. Local No. 159 Defined Contribution Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U. a. Local No. 159 Defined Contribution Plan sits mid-pack in the medium band (815 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U. a. Local No. 159 Defined Contribution Plan reported net income rose from -$12M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • U. a. Local No. 159 Defined Contribution Plan end-of-year assets rose from $71M in the plan year 2022 filing to $77M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942859426 · Board of Trustees of U.a. Local No. 159 Defined Contribution Plan PY 2023 · 401(k)

U. a. Local No. 159 Defined Contribution Plan · $77M · 815 · 89th

  • TYPE $77M
  • NET 815
  • BOOK 89th
  • VS-ST 401(k)
  • BOY near Curt G. Joa, Inc. Employees Trust Fund
  • SCH ind #7891

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. 159 Defined Contribution Plan in the asset neighbourhood

The Cyxtera 401(k) Savings PlanThe Cyxtera 401(k) Savings P…$77MCambridge Systematics, Inc. 401(k) PlanCambridge Systematics, Inc. …$77MU. a. Local No. 159 Defined Contribution PlanU. a. Local No. 159 Defined …$77MCurt G. Joa, Inc. Employees Trust FundCurt G. Joa, Inc. Employees …$77MProspect Hill Radiology Group, P.C. Profit Sharing and Retirement PlanProspect Hill Radiology Grou…$77M
End-of-year total assets ($M) among U. a. Local No. 159 Defined Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$77M
Net Income$6M
Employer EIN942859426
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of U.a. Local No. 159 Defined Contribution Plan)

Sponsor-wide plan assets over time

All Board of Trustees of U.a. Local No. 159 Defined Contribution Plan plans reported in each filing year

Latest sponsor-wide plan assets
$201M 13.07552351381858% vs 2022
2024 filing year
$170M$180M$190M$200M$210M 202220232024 $178M $201M ▲ +13.1%
Year Plans Participants Total Assets
2022 2 1,104 $178M
2023 2 1,072 $194M
2024 2 1,070 $201M

Nearby 401(k) Plans in California

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

U. a. Local No. 159 Defined Contribution Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants U. a. Local No. 159 Defined Contribution Plan, Total assets ($B): 0.076897514 · Participants: 815U. a. Local No. 159 Defined Contribution PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
U. a. Local No. 159 Defined Contribution Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare U. a. Local No. 159 Defined Contribution Plan side-by-side with 3 peers →

U. a. Local No. 159 Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Curt G. Joa, Inc. Employees Trust Fund in WI ($77M); by covered participants it is Electric Glass Fiber America, LLC 401(k) Plan in NC (815 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (815 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did U. a. Local No. 159 Defined Contribution Plan assets move in 2023? ▼
U. a. Local No. 159 Defined Contribution Plan grew at a solid clip - up 8.2% during 2023, from $71M to $77M. Reported net income was $6M.
How have Board of Trustees of U.a. Local No. 159 Defined Contribution Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of U.a. Local No. 159 Defined Contribution Plan's sponsor-wide assets grew 13.1%, from $178M to $201M.
Where does U. a. Local No. 159 Defined Contribution Plan rank by assets among Form 5500 filers? ▼
U. a. Local No. 159 Defined Contribution Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to U. a. Local No. 159 Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Curt G. Joa, Inc. Employees Trust Fund in WI ($77M, 264 participants).
Which 401(k) plans cover a similar participant headcount to U. a. Local No. 159 Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Electric Glass Fiber America, LLC 401(k) Plan in NC (815 participants, $53M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942859426.

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.