Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, U.a. Local No. 447 Pension Fund Pension Plan

Data updated 2026-08-11

$244M
Total assets: 899
Participants: 95th
Percentile by assets: $271,362
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$244M
total plan assets (2023 EOY): 899
covered participants: 95th
percentile by assets (of 127,072 plans): $271,362
avg assets per participant

Where U.a. Local No. 447 Pension Fund sits 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 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.

See the national 2022→2023 release diff →

State

California

Industry

Construction

U.a. Local No. 447 Pension Fund vs the 2023 asset distribution

By assets, U.a. Local No. 447 Pension Fund outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Board of Trustees, U.a. Local No. 447 Pension Fund plans on file

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.

U.a. Local No. 447 Pension Fund 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 No. 447 Pension Fund 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 No. 447 Pension Fund by total assets, not by location.

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

Frequently Asked Questions

How did U.a. Local No. 447 Pension Fund assets move in 2023? ▼

U.a. Local No. 447 Pension Fund grew at a solid clip - up 11.8% during 2023, from $218M to $244M. Reported net income was $26M.

How have Board of Trustees, U.a. Local No. 447 Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, U.a. Local No. 447 Pension Fund's sponsor-wide assets grew 25.8%, from $218M to $274M.

Where does U.a. Local No. 447 Pension Fund rank by assets among Form 5500 filers? ▼

U.a. Local No. 447 Pension Fund ranks in the 95th 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 No. 447 Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin in WI ($244M, 1,427 participants).

Next read for U.a. Local No. 447 Pension Fund

Scale reading

Ways to act on U.a. Local No. 447 Pension Fund's numbers.

By total assets, U.a. Local No. 447 Pension Fund 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 No. 447 Pension Fund's sponsor-wide assets have grown 25.8% 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 946269669.