Defined Benefit (Pension) · DOL Form 5500 · 2023

U.a. Local No. 159 Pension Trust Pension Plan

Data updated 2026-08-25

$117M
Total assets Near avg plan size
257
Participants Below avg headcount
92nd
Percentile by assets National rank
$455,942
Avg per participant High balance/head
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Official DOL plan name: U. a. Local No. 159 Defined Benefit Plan · Sponsored by U.a. Local No. 159 Pension Trust · California · Construction

$117M in assets, 257 participants

U.a. Local No. 159 Pension Trust's U. a. Local No. 159 Defined Benefit Plan reported $117M in total assets and 257 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,190 in Construction (9,030 peers)

Coverage in California

U. a. Local No. 159 Defined Benefit Plan covers 257 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $117M.

#8,190
in Construction (9,030 peers)
+9.8%
assets growth YoY
1.2×
vs typical plan assets (national mean)

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

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

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

$117,177,110 Top 8% higher than 92% 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 Benefit 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 Benefit Plan sits mid-pack in the medium band (257 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U. a. Local No. 159 Defined Benefit Plan reported net income rose from -$18M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • U. a. Local No. 159 Defined Benefit Plan reported participants fell from 288 in the plan year 2022 filing to 257 in the plan year 2023 filing.
  • U. a. Local No. 159 Defined Benefit Plan end-of-year assets rose from $107M in the plan year 2022 filing to $117M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942859426 · U.a. Local No. 159 Pension Trust PY 2023 · Defined Benefit (Pension)

U. a. Local No. 159 Defined Benefit Plan · $117M · 257 · 92nd

  • NET $117M
  • BOOK 257
  • VS-ST 92nd
  • BOY Defined Benefit (Pension)
  • SCH near Middle River Aerostructure Systems Salaried Pension Plan
  • EBSA ind #8190

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 Benefit Plan in the asset neighbourhood

Middle River Aerostructure Systems Salaried Pension PlanMiddle River Aerostructure S…$117MU. a. Local No. 159 Defined Benefit PlanU. a. Local No. 159 Defined …$117MPension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc.Pension Plan for Hourly Paid…$117MProducers Rice Mill, Inc. Pension PlanProducers Rice Mill, Inc. Pe…$117MGray Television, Inc. Retirement PlanGray Television, Inc. Retire…$117M
End-of-year total assets ($M) among U. a. Local No. 159 Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$117M
Net Income$10M
Employer EIN942859426
Plan Effective Date1976-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.a. Local No. 159 Pension Trust)

Sponsor-wide plan assets over time

All U.a. Local No. 159 Pension Trust 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 Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

U. a. Local No. 159 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants U. a. Local No. 159 Defined Benefit Plan, Total assets ($B): 0.11717711 · Participants: 257U. a. Local No. 159 Defined Benefit PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
U. a. Local No. 159 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare U. a. Local No. 159 Defined Benefit Plan side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Middle River Aerostructure Systems Salaried Pension Plan in MD ($117M); by covered participants it is The Doe Run Resources Corporation Retirement Plan in MO (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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 Benefit Plan assets move in 2023? ▼
U. a. Local No. 159 Defined Benefit Plan grew at a solid clip - up 9.8% during 2023, from $107M to $117M. Reported net income was $10M.
How have U.a. Local No. 159 Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.a. Local No. 159 Pension Trust's sponsor-wide assets grew 13.1%, from $178M to $201M.
Where does U. a. Local No. 159 Defined Benefit Plan rank by assets among Form 5500 filers? ▼
U. a. Local No. 159 Defined Benefit Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to U. a. Local No. 159 Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Middle River Aerostructure Systems Salaried Pension Plan in MD ($117M, 113 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to U. a. Local No. 159 Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Doe Run Resources Corporation Retirement Plan in MO (257 participants, $71M 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.