401(k) · DOL Form 5500 · 2023

Board of Trustees, Labor Unions 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
3,706
Participants Above avg headcount
88th
Percentile by assets National rank
$17,923
Avg per participant Low balance/head
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Official DOL plan name: Labor Unions 401(k) Plan · Sponsored by Board of Trustees, Labor Unions 401(k) Plan · California · Other Services

$66M in assets, 3,706 participants

Board of Trustees, Labor Unions 401(k) Plan's Labor Unions 401(k) Plan reported $66M in total assets and 3,706 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,474 in Other Services (7,857 peers)

Coverage in California

Labor Unions 401(k) Plan covers 3,706 participants in California, 5.9x the typical California plan (state average ~630 per filing). Assets: $66M.

#7,474
in Other Services (7,857 peers)
+13.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Labor Unions 401(k) Plan's outsized position by total assets

Labor Unions 401(k) Plan vs every filed plan by assets

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

$66,422,289 Top 12% higher than 88% 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

Labor Unions 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Labor Unions 401(k) Plan lands in the large band (3,706 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Labor Unions 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Labor Unions 401(k) Plan end-of-year assets rose from $59M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Labor Unions 401(k) Plan reported participants rose from 3,423 in the plan year 2022 filing to 3,706 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 336194629 · Board of Trustees, Labor Unions 401(k) Plan PY 2023 · 401(k)

Labor Unions 401(k) Plan · $66M · 3,706 · 88th

  • IND $66M
  • EOY 3,706
  • 5500 88th
  • ASSETS 401(k)
  • PCT near Australia and New Zealand Banking Group Ltd. Retirement Savings Plan
  • EIN ind #7474

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 Other Services retirement plans → · Plans in California →

Labor Unions 401(k) Plan in the asset neighbourhood

Australia and New Zealand Banking Group Ltd. Retirement Savings PlanAustralia and New Zealand Ba…$66MLabor Unions 401(k) Plan$66MSc&h Group, Inc. 401(k) Profit Sharing PlanSc&h Group, Inc. 401(k) Prof…$66MCem Corporation Salary Reduction Profit Sharing PlanCem Corporation Salary Reduc…$66MCitizens & Northern Corporation Savings & Retirement PlanCitizens & Northern Corporat…$66M
End-of-year total assets ($M) among Labor Unions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$66M
Net Income$8M
Employer EIN336194629
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Labor Unions 401(k) Plan)

Sponsor-wide plan assets over time

All Board of Trustees, Labor Unions 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$74M 25.609848795627606% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $58.7M $73.7M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 3,423 $59M
2023 1 3,706 $66M
2024 1 3,680 $74M

Nearby 401(k) Plans in California

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

Labor Unions 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Labor Unions 401(k) Plan, Total assets ($B): 0.066422289 · Participants: 3706Labor Unions 401(k) 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
Labor Unions 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Labor Unions 401(k) Plan side-by-side with 3 peers →

Labor Unions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Australia and New Zealand Banking Group Ltd. Retirement Savings Plan in NY ($66M); by covered participants it is Vns Health Retirement Savings Plan in NY (3,707 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,706 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 Labor Unions 401(k) Plan assets move in 2023? ▼
Labor Unions 401(k) Plan grew at a solid clip - up 13.2% during 2023, from $59M to $66M. Reported net income was $8M.
How have Board of Trustees, Labor Unions 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Labor Unions 401(k) Plan's sponsor-wide assets grew 25.6%, from $59M to $74M.
Where does Labor Unions 401(k) Plan rank by assets among Form 5500 filers? ▼
Labor Unions 401(k) Plan ranks in the 88th 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 Labor Unions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Australia and New Zealand Banking Group Ltd. Retirement Savings Plan in NY ($66M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Labor Unions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vns Health Retirement Savings Plan in NY (3,707 participants, $236M 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 336194629.

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.