401(k) · DOL Form 5500 · 2023

Board of Trustees, U.a. Local No. 447 Defined 401(k) Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
825
Participants Near avg headcount
92nd
Percentile by assets National rank
$134,026
Avg per participant Near avg balance/head
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Official DOL plan name: U.a. Local No. 447 Defined Contribution Plan and Trust · Sponsored by Board of Trustees, U.a. Local No. 447 Defined · California · Construction

$111M in assets, 825 participants

Board of Trustees, U.a. Local No. 447 Defined's U.a. Local No. 447 Defined Contribution Plan and Trust reported $111M in total assets and 825 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,153 in Construction (9,030 peers)

Where U.a. Local No. 447 Defined Contribution Plan and Trust sits by assets

U.a. Local No. 447 Defined Contribution Plan and Trust sits in the top 10% of all filed plans by assets, $111M for 825 participants (~$134,026/participant), up 16.2% in 2023.

#8,153
in Construction (9,030 peers)
+16.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

U.a. Local No. 447 Defined Contribution Plan and Trust's outsized position by total assets

U.a. Local No. 447 Defined Contribution Plan and Trust vs every filed plan by assets

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

$110,571,798 Top 8% higher than 92% 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 No. 447 Defined Contribution Plan and Trust 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 Defined Contribution Plan and Trust sits mid-pack in the medium band (825 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U.a. Local No. 447 Defined Contribution Plan and Trust reported net income rose from $7M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • U.a. Local No. 447 Defined Contribution Plan and Trust end-of-year assets rose from $95M in the plan year 2022 filing to $111M in the plan year 2023 filing.
  • U.a. Local No. 447 Defined Contribution Plan and Trust reported participants rose from 801 in the plan year 2022 filing to 825 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680401920 · Board of Trustees, U.a. Local No. 447 Defined PY 2023 · 401(k)

U.a. Local No. 447 Defined Contribution Plan and Trust · $111M · 825 · 92nd

  • BOOK $111M
  • VS-ST 825
  • BOY 92nd
  • SCH 401(k)
  • EBSA near Princeton Radiology Associates, PA 401(k) Profit Sharing Plan
  • PART ind #8153

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 Defined Contribution Plan and Trust in the asset neighbourhood

Combe Incorporated Employees Savings PlanCombe Incorporated Employees…$111MPrinceton Radiology Associates, PA 401(k) Profit Sharing PlanPrinceton Radiology Associat…$111MMbs Textbook Exchange, LLC Profit Sharing PlanMbs Textbook Exchange, LLC P…$111MU.a. Local No. 447 Defined Contribution Plan and TrustU.a. Local No. 447 Defined C…$111MBlue Cross Blue Shield of Michigan Represented Employees' Savings PlanBlue Cross Blue Shield of Mi…$111M
End-of-year total assets ($M) among U.a. Local No. 447 Defined Contribution Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$111M
Net Income$15M
Employer EIN680401920
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, U.a. Local No. 447 Defined)

Sponsor-wide plan assets over time

All Board of Trustees, U.a. Local No. 447 Defined plans reported in each filing year

Latest sponsor-wide plan assets
$123M 29.320713676562583% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $95.2M $123M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 801 $95M
2023 1 825 $111M
2024 1 884 $123M

Nearby 401(k) Plans in California

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

U.a. Local No. 447 Defined Contribution Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants U.a. Local No. 447 Defined Contribution Plan and Trust, Total assets ($B): 0.110571798 · Participants: 825U.a. Local No. 447 Defined Contribution Plan and TrustWells 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 No. 447 Defined Contribution Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare U.a. Local No. 447 Defined Contribution Plan and Trust side-by-side with 3 peers →

U.a. Local No. 447 Defined Contribution Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Princeton Radiology Associates, PA 401(k) Profit Sharing Plan in NJ ($111M); by covered participants it is Aam, LLC 401(k) Profit Sharing Plan and Trust in AZ (825 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (825 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 No. 447 Defined Contribution Plan and Trust assets move in 2023? ▼
U.a. Local No. 447 Defined Contribution Plan and Trust grew sharply - up 16.2% during 2023, from $95M to $111M. Reported net income was $15M.
How have Board of Trustees, U.a. Local No. 447 Defined plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, U.a. Local No. 447 Defined's sponsor-wide assets grew 29.3%, from $95M to $123M.
Where does U.a. Local No. 447 Defined Contribution Plan and Trust rank by assets among Form 5500 filers? ▼
U.a. Local No. 447 Defined Contribution Plan and Trust ranks in the 92nd 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 No. 447 Defined Contribution Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Princeton Radiology Associates, PA 401(k) Profit Sharing Plan in NJ ($111M, 288 participants).
Which 401(k) plans cover a similar participant headcount to U.a. Local No. 447 Defined Contribution Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aam, LLC 401(k) Profit Sharing Plan and Trust in AZ (825 participants, $22M 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 680401920.

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.