Defined Benefit (Pension) · DOL Form 5500 · 2023

U.a. Local No. 343 Pension Trust Pension Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
248
Participants Below avg headcount
94th
Percentile by assets National rank
$604,431
Avg per participant High balance/head
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Official DOL plan name: U. a. Local No. 343 Defined Benefit Plan · Sponsored by U.a. Local No. 343 Pension Trust · California · Construction

$150M in assets, 248 participants

U.a. Local No. 343 Pension Trust's U. a. Local No. 343 Defined Benefit Plan reported $150M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,315 in Construction (9,030 peers)

Coverage in California

U. a. Local No. 343 Defined Benefit Plan covers 248 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $150M.

#8,315
in Construction (9,030 peers)
+10.9%
assets growth YoY
1.5×
vs typical plan assets (national mean)

U. a. Local No. 343 Defined Benefit Plan's outsized position by total assets

U. a. Local No. 343 Defined Benefit Plan vs every filed plan by assets

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

$149,898,847 Top 6% higher than 94% 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. 343 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. 343 Defined Benefit Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U. a. Local No. 343 Defined Benefit Plan reported net income rose from -$18M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • U. a. Local No. 343 Defined Benefit Plan end-of-year assets rose from $135M in the plan year 2022 filing to $150M in the plan year 2023 filing.
  • U. a. Local No. 343 Defined Benefit Plan reported participants rose from 241 in the plan year 2022 filing to 248 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 946092775 · U.a. Local No. 343 Pension Trust PY 2023 · Defined Benefit (Pension)

U. a. Local No. 343 Defined Benefit Plan · $150M · 248 · 94th

  • EOY $150M
  • EOY 248
  • EOY 94th
  • EOY Defined Benefit (Pension)
  • EOY near The Goco Pension Plan
  • EOY ind #8315

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. 343 Defined Benefit Plan in the asset neighbourhood

Cablevision Cash Balance Pension PlanCablevision Cash Balance Pen…$150MRetirement Plan for Employees of Aquarion CompanyRetirement Plan for Employee…$150MThe Goco Pension Plan$150MU. a. Local No. 343 Defined Benefit PlanU. a. Local No. 343 Defined …$150MChromalloy Group Pension Plan$150M
End-of-year total assets ($M) among U. a. Local No. 343 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)$135M
Net Assets (End of Year)$150M
Net Income$15M
Employer EIN946092775
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.a. Local No. 343 Pension Trust)

Sponsor-wide plan assets over time

All U.a. Local No. 343 Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$228M 21.15660496507118% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $188M $228M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 1,797 $188M
2023 2 1,795 $211M
2024 2 1,734 $228M

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. 343 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants U. a. Local No. 343 Defined Benefit Plan, Total assets ($B): 0.149898847 · Participants: 248U. a. Local No. 343 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. 343 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare U. a. Local No. 343 Defined Benefit Plan side-by-side with 3 peers →

U. a. Local No. 343 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 The Goco Pension Plan in MO ($150M); by covered participants it is Legacy Chrysler Financial Employee Pension Plan in ME (248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150M here).

Similar participant headcount

Nearest other-state filings by covered participants (248 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. 343 Defined Benefit Plan assets move in 2023? ▼
U. a. Local No. 343 Defined Benefit Plan grew at a solid clip - up 10.9% during 2023, from $135M to $150M. Reported net income was $15M.
How have U.a. Local No. 343 Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.a. Local No. 343 Pension Trust's sponsor-wide assets grew 21.2%, from $188M to $228M.
Where does U. a. Local No. 343 Defined Benefit Plan rank by assets among Form 5500 filers? ▼
U. a. Local No. 343 Defined Benefit Plan ranks in the 94th 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. 343 Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Goco Pension Plan in MO ($150M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to U. a. Local No. 343 Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Legacy Chrysler Financial Employee Pension Plan in ME (248 participants, $546M 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 946092775.

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.