401(k) · DOL Form 5500 · 2023

Board of Trustees, U.a. Local 467 Pension Trust 401(k) Plan

Data updated 2026-08-25

$137M
Total assets Near avg plan size
1,266
Participants Near avg headcount
93rd
Percentile by assets National rank
$107,889
Avg per participant Below avg balance/head
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Official DOL plan name: U.a. Local 467 Defined Contribution Plan · Sponsored by Board of Trustees, U.a. Local 467 Pension Trust · California · Construction

$137M in assets, 1,266 participants

Board of Trustees, U.a. Local 467 Pension Trust's U.a. Local 467 Defined Contribution Plan reported $137M in total assets and 1,266 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,265 in Construction (9,030 peers)

Coverage in California

U.a. Local 467 Defined Contribution Plan covers 1,266 participants in California, 2.0x the typical California plan (state average ~630 per filing). Assets: $137M.

#8,265
in Construction (9,030 peers)
+20.1%
assets growth YoY
1.4×
vs typical plan assets (national mean)

U.a. Local 467 Defined Contribution Plan's outsized position by total assets

U.a. Local 467 Defined Contribution Plan vs every filed plan by assets

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

$136,587,716 Top 7% higher than 93% 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 467 Defined Contribution 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. U.a. Local 467 Defined Contribution Plan lands in the large band (1,266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U.a. Local 467 Defined Contribution Plan reported net income rose from -$16M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • U.a. Local 467 Defined Contribution Plan reported participants rose from 814 in the plan year 2022 filing to 1,266 in the plan year 2023 filing.
  • U.a. Local 467 Defined Contribution Plan end-of-year assets rose from $114M in the plan year 2022 filing to $137M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 776007903 · Board of Trustees, U.a. Local 467 Pension Trust PY 2023 · 401(k)

U.a. Local 467 Defined Contribution Plan · $137M · 1,266 · 93rd

  • RANK $137M
  • PHOTO 1,266
  • IND 93rd
  • EOY 401(k)
  • 5500 near Plastic Ingenuity, Inc. Profit Sharing and Savings Plan
  • ASSETS ind #8265

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 Contribution Plan in the asset neighbourhood

The Radiologists' Multiple Employer 401(k) and Profit Sharing PlanThe Radiologists' Multiple E…$137MPlastic Ingenuity, Inc. Profit Sharing and Savings PlanPlastic Ingenuity, Inc. Prof…$137MU.a. Local 467 Defined Contribution PlanU.a. Local 467 Defined Contr…$137MH. W. Kaufman Financial Group Retirement Savings PlanH. W. Kaufman Financial Grou…$137MTredegar Corporation Retirement Savings PlanTredegar Corporation Retirem…$136M
End-of-year total assets ($M) among U.a. Local 467 Defined Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$114M
Net Assets (End of Year)$137M
Net Income$23M
Employer EIN776007903
Plan Effective Date1984-01-01
Filing StatusFILING 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
$158M 39.071622142839516% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $114M $158M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 814 $114M
2023 1 1,266 $137M
2024 1 840 $158M

Nearby 401(k) Plans in California

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

U.a. Local 467 Defined Contribution Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants U.a. Local 467 Defined Contribution Plan, Total assets ($B): 0.136587716 · Participants: 1266U.a. Local 467 Defined Contribution 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
U.a. Local 467 Defined Contribution Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare U.a. Local 467 Defined Contribution Plan side-by-side with 3 peers →

U.a. Local 467 Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Plastic Ingenuity, Inc. Profit Sharing and Savings Plan in WI ($137M); by covered participants it is Q-Centrix LLC 401(k) Profit Sharing Plan and Trust in IL (1,266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,266 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 467 Defined Contribution Plan assets move in 2023? ▼
U.a. Local 467 Defined Contribution Plan grew sharply - up 20.1% during 2023, from $114M to $137M. Reported net income was $23M.
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 39.1%, from $114M to $158M.
Where does U.a. Local 467 Defined Contribution Plan rank by assets among Form 5500 filers? ▼
U.a. Local 467 Defined Contribution Plan ranks in the 93rd 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 401(k) plans are similar in size to U.a. Local 467 Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plastic Ingenuity, Inc. Profit Sharing and Savings Plan in WI ($137M, 897 participants).
Which 401(k) plans cover a similar participant headcount to U.a. Local 467 Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Q-Centrix LLC 401(k) Profit Sharing Plan and Trust in IL (1,266 participants, $33M 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 776007903.

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.