Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, U.a. Local 467 Pension Trust Pension Plan
Data updated 2026-08-25
- $757M
- Total assets Above avg plan size
- 872
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $868,607
- Avg per participant High balance/head
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.
- #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.
- #8,874
- in Construction (9,030 peers)
- +23.9%
- assets growth YoY
- 7.6×
- vs typical plan assets (national mean)
U.a. Local 467 Defined Benefit Plan's outsized position by total assets
U.a. Local 467 Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$757,425,372 Top 2% higher than 98% of 127,068 filed plans
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 467 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 467 Defined Benefit Plan sits mid-pack in the medium band (872 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Published 5500 schedule card
Filing strip 942353807 · Board of Trustees, U.a. Local 467 Pension Trust PY 2023 · Defined Benefit (Pension)
U.a. Local 467 Defined Benefit Plan · $757M · 872 · 98th
- PCT $757M
- PCT 872
- PCT 98th
- PCT Defined Benefit (Pension)
- PCT near National Hockey League Players Retirement Benefit Plan
- PCT ind #8874
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 467 Defined Benefit Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, U.a. Local 467 Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $859M 40.607317868671075% vs 2022
- 2024 filing year
| 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.
- 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
U.a. Local 467 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 National Hockey League Players Retirement Benefit Plan in NY ($758M); by covered participants it is Esl Federal Credit Union Pension Plan in NY (871 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($757M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (872 participants); asset peers above are excluded.
- Esl Federal Credit Union Pension Plan (NY) 871 · 1 off
- Retirement Plan B for Employees of American Crystal Sugar Company (MN) 873 · 1 off
- Retirement Plan for Employees of Mutual of America Life Insurance Co (NY) 873 · 1 off
- The Children's Hospital of Philadelphia Pension Plan for Union-Represented Employees (PA) 870 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.