Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, U.a. Local No. 447 Pension Fund Pension Plan
Data updated 2026-08-25
- $244M
- Total assets Near avg plan size
- 899
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $271,362
- Avg per participant High balance/head
Official DOL plan name: U.a. Local No. 447 Pension Fund · Sponsored by Board of Trustees, U.a. Local No. 447 Pension Fund · California · Construction
$244M in assets, 899 participants
Board of Trustees, U.a. Local No. 447 Pension Fund's U.a. Local No. 447 Pension Fund reported $244M in total assets and 899 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,546 in Construction (9,030 peers)
Where U.a. Local No. 447 Pension Fund sits by assets
U.a. Local No. 447 Pension Fund sits in the top 5% of all filed plans by assets, $244M for 899 participants (~$271,362/participant), up 11.8% in 2023.
- #8,546
- in Construction (9,030 peers)
- +11.8%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
U.a. Local No. 447 Pension Fund's outsized position by total assets
U.a. Local No. 447 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$243,954,109 Top 5% higher than 95% 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 No. 447 Pension Fund 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. 447 Pension Fund sits mid-pack in the medium band (899 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- U.a. Local No. 447 Pension Fund reported net income rose from $14M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- U.a. Local No. 447 Pension Fund end-of-year assets rose from $218M in the plan year 2022 filing to $244M in the plan year 2023 filing.
- U.a. Local No. 447 Pension Fund reported participants rose from 882 in the plan year 2022 filing to 899 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 946269669 · Board of Trustees, U.a. Local No. 447 Pension Fund PY 2023 · Defined Benefit (Pension)
U.a. Local No. 447 Pension Fund · $244M · 899 · 95th
- IND $244M
- EOY 899
- 5500 95th
- ASSETS Defined Benefit (Pension)
- PCT near Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin
- EIN ind #8546
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. 447 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $218M |
|---|---|
| Net Assets (End of Year) | $244M |
| Net Income | $26M |
| Employer EIN | 946269669 |
| Plan Effective Date | 1956-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, U.a. Local No. 447 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees, U.a. Local No. 447 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $274M 25.80200686516521% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 882 | $218M |
| 2023 | 1 | 899 | $244M |
| 2024 | 1 | 933 | $274M |
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 No. 447 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin in WI ($244M); by covered participants it is Bodine Aluminum, Inc. Pension Plan in MO (899 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($244M here).
- Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin (WI) $244M · 1,427
- Schlage Lock Company LLC Pension Plan (IN) $244M · 1,360
- West Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan (MI) $244M · 671
- Revlon Employees' Retirement Plan (NY) $243M · 492
Similar participant headcount
Nearest other-state filings by covered participants (899 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.