Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, U.a. Local 467 Pension Trust Pension Plan

Data updated 2026-08-11

$757M
Total assets: 872
Participants: 98th
Percentile by assets: $868,607
Avg per participant

Official DOL plan name: U.a. Local 467 Defined Benefit Plan · Sponsored by Board of Trustees, U.a. Local 467 Pension Trust · California · Construction

$757M in assets, 872 participants

Board of Trustees, U.a. Local 467 Pension Trust's U.a. Local 467 Defined Benefit Plan reported $757M in total assets and 872 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 127,072 plans)
#8,874 in Construction (9,030 peers)

Where U.a. Local 467 Defined Benefit Plan sits by assets

U.a. Local 467 Defined Benefit Plan sits in the top 5% of all filed plans by assets, $757M for 872 participants (~$868,607/participant), up 23.9% in 2023.

$757M
total plan assets (2023 EOY): 872
covered participants: 98th
percentile by assets (of 127,072 plans): $868,607
avg assets per participant

U.a. Local 467 Defined Benefit Plan reported net income rose from -$186M in the plan year 2022 filing to $146M in the plan year 2023 filing.
U.a. Local 467 Defined Benefit Plan end-of-year assets rose from $611M in the plan year 2022 filing to $757M in the plan year 2023 filing.
U.a. Local 467 Defined Benefit Plan reported participants rose from 846 in the plan year 2022 filing to 872 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Construction

U.a. Local 467 Defined Benefit Plan vs the 2023 asset distribution

By assets, U.a. Local 467 Defined Benefit Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 7.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$611M
Net Assets (End of Year)	$757M
Net Income	$146M
Employer EIN	942353807
Plan Effective Date	1956-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees, U.a. Local 467 Pension Trust)

Total plan assets by year, all Board of Trustees, U.a. Local 467 Pension Trust plans on file

Year	Plans	Participants	Total Assets
2022	1	846	$611M
2023	1	872	$757M
2024	1	899	$859M

Nearby Defined Benefit (Pension) Plans in California

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

U.a. Local 467 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $33.5B · 127,356
Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
Disney Salaried Pension Plan D $10.1B · 10,813

Compare U.a. Local 467 Defined Benefit Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to U.a. Local 467 Defined Benefit Plan by total assets, not by location.

National Hockey League Players Retirement Benefit Plan (NY) $758M · 1,111
Plumbers' & Pipefitters' Local Union 562 Pension Fund (MO) $759M · 2,521
Federated Mutual Retirement Plan (MN) $759M · 2,391
The Employee Retirement Plan of Group Health Plan, (MN) $755M · 1,800

Frequently Asked Questions

How did U.a. Local 467 Defined Benefit Plan assets move in 2023? ▼

U.a. Local 467 Defined Benefit Plan grew sharply - up 23.9% during 2023, from $611M to $757M. Reported net income was $146M.

How have Board of Trustees, U.a. Local 467 Pension Trust plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, U.a. Local 467 Pension Trust's sponsor-wide assets grew 40.6%, from $611M to $859M.

Where does U.a. Local 467 Defined Benefit Plan rank by assets among Form 5500 filers? ▼

U.a. Local 467 Defined Benefit Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to U.a. Local 467 Defined Benefit Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is National Hockey League Players Retirement Benefit Plan in NY ($758M, 1,111 participants).

Next read for U.a. Local 467 Defined Benefit Plan

Scale reading

Ways to act on U.a. Local 467 Defined Benefit Plan's numbers.

By total assets, U.a. Local 467 Defined Benefit Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
Board of Trustees, U.a. Local 467 Pension Trust's sponsor-wide assets have grown 40.6% since 2022 across 3 plan years on file. More Construction plans

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 942353807.