U.A. LOCAL NO. 447 DEFINED CONTRIBUTION PLAN AND TRUST

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 3, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BOARD OF TRUSTEES, U.A. LOCAL NO. 447 DEFINED

This ESOP plan holds $111M in total assets and serves 825 participants as of 2023. It is sponsored by BOARD OF TRUSTEES, U.A. LOCAL NO. 447 DEFINED in California. The plan reported positive net income of $15M for the year.

Total Assets (2023)

$111M

Participants

825

State

California

Industry

Construction

What the Filing Says About U.A. LOCAL NO. 447 DEFINED CONTRIBUTION PLAN AND TRUST

U.A. LOCAL NO. 447 DEFINED CONTRIBUTION PLAN AND TRUST is a ESOP retirement plan sponsored by BOARD OF TRUSTEES, U.A. LOCAL NO. 447 DEFINED, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $111M in total end-of-year assets and covers 825 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 680401920, and the plan has been effective since 1981-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $95M at the beginning of 2023 to $111M at year-end — a gain of 16.2%. Net assets (after liabilities) closed the year at $111M, with reported net income of $15M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$95M
Total Assets (End of Year)	$111M
Net Assets (End of Year)	$111M
Net Income	$15M
Plan Type	ESOP
Employer EIN	680401920
Plan Effective Date	1981-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (BOARD OF TRUSTEES, U.A. LOCAL NO. 447 DEFINED)

Year	Plans	Participants	Total Assets
2022	1	801	$95M
2023	1	825	$111M

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PG&E CORP. RETIREMENT SAVINGS PLAN FOR UNION-REPRESENTED EMPLOYEES $4.4B · 15,679
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Frequently Asked Questions

How much money is in the U.A. LOCAL NO. 447 DEFINED CONTRIBUTION PLAN AND TRUST? ▼

As of the 2023 Form 5500 filing, U.A. LOCAL NO. 447 DEFINED CONTRIBUTION PLAN AND TRUST holds $111M in total assets with 825 participants. It is sponsored by BOARD OF TRUSTEES, U.A. LOCAL NO. 447 DEFINED.

What type of plan is U.A. LOCAL NO. 447 DEFINED CONTRIBUTION PLAN AND TRUST? ▼

U.A. LOCAL NO. 447 DEFINED CONTRIBUTION PLAN AND TRUST is a ESOP plan. It has been effective since 1981-07-01. The plan is filed with the U.S. Department of Labor under EIN 680401920.

Who sponsors the U.A. LOCAL NO. 447 DEFINED CONTRIBUTION PLAN AND TRUST? ▼

U.A. LOCAL NO. 447 DEFINED CONTRIBUTION PLAN AND TRUST is sponsored by BOARD OF TRUSTEES, U.A. LOCAL NO. 447 DEFINED, located in California. The sponsor's EIN is 680401920 and the plan operates in the Construction industry.

How did U.A. LOCAL NO. 447 DEFINED CONTRIBUTION PLAN AND TRUST perform in 2023? ▼

U.A. LOCAL NO. 447 DEFINED CONTRIBUTION PLAN AND TRUST grew by 16.2% during 2023, moving from $95M to $111M in total assets. Net income was $15M.

Where can I find official filings for U.A. LOCAL NO. 447 DEFINED CONTRIBUTION PLAN AND TRUST? ▼

Official Form 5500 filings for U.A. LOCAL NO. 447 DEFINED CONTRIBUTION PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 680401920 or plan name at efast.dol.gov.

How does U.A. LOCAL NO. 447 DEFINED CONTRIBUTION PLAN AND TRUST compare to other plans? ▼

You can compare U.A. LOCAL NO. 447 DEFINED CONTRIBUTION PLAN AND TRUST against other ESOP plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.