Money Purchase · DOL Form 5500 · 2023
Board of Trustees of U.a. Local 38 Trust Funds Money Purchase Plan
Data updated 2026-08-25
- $198M
- Total assets Near avg plan size
- 1,323
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $150,029
- Avg per participant Above avg balance/head
Official DOL plan name: U. a. Local 38 Defined Contribution Pension Plan · Sponsored by Board of Trustees of U.a. Local 38 Trust Funds · California · Construction
$198M in assets, 1,323 participants
Board of Trustees of U.a. Local 38 Trust Funds's U. a. Local 38 Defined Contribution Pension Plan reported $198M in total assets and 1,323 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.
- #8,453 in Construction (9,030 peers)
Coverage in California
U. a. Local 38 Defined Contribution Pension Plan covers 1,323 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $198M.
- #8,453
- in Construction (9,030 peers)
- +7.8%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
U. a. Local 38 Defined Contribution Pension Plan's outsized position by total assets
U. a. Local 38 Defined Contribution Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$198,487,973 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 38 Defined Contribution Pension 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 38 Defined Contribution Pension Plan lands in the large band (1,323 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- U. a. Local 38 Defined Contribution Pension Plan reported participants rose from 1,036 in the plan year 2022 filing to 1,323 in the plan year 2023 filing.
- U. a. Local 38 Defined Contribution Pension Plan end-of-year assets rose from $184M in the plan year 2022 filing to $198M in the plan year 2023 filing.
- U. a. Local 38 Defined Contribution Pension Plan reported net income fell from $14M in the plan year 2022 filing to $13M in the plan year 2023 filing.
DOL schedule card
Filing strip 941285319 · Board of Trustees of U.a. Local 38 Trust Funds PY 2023 · Money Purchase
U. a. Local 38 Defined Contribution Pension Plan · $198M · 1,323 · 95th
- RANK $198M
- RANK 1,323
- RANK 95th
- RANK Money Purchase
- RANK near Retirement Plan for Lawyers of Debevoise & Plimpton LLP
- RANK ind #8453
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 38 Defined Contribution Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $184M |
|---|---|
| Net Assets (End of Year) | $196M |
| Net Income | $13M |
| Employer EIN | 941285319 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of U.a. Local 38 Trust Funds)
Sponsor-wide plan assets over time
All Board of Trustees of U.a. Local 38 Trust Funds plans reported in each filing year
- Latest sponsor-wide plan assets
- $766M 18.612059335724958% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,494 | $645M |
| 2023 | 2 | 2,761 | $710M |
| 2024 | 2 | 2,760 | $766M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
U. a. Local 38 Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Retirement Plan for Lawyers of Debevoise & Plimpton LLP in NY ($197M); by covered participants it is Milton Hershey School Money Purchase Pension Plan in PA (1,331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($198M here).
- Retirement Plan for Lawyers of Debevoise & Plimpton LLP (NY) $197M · 134
- U. a. Local Union No. 614 Pension Plan (TN) $196M · 1,248
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan (IN) $202M · 593
- International Association of Heat and Frost Insulators Local 17 Annuity Fund (IL) $194M · 1,187
Similar participant headcount
Nearest other-state filings by covered participants (1,323 participants); asset peers above are excluded.
- Milton Hershey School Money Purchase Pension Plan (PA) 1,331 · 8 off
- Public Health Management Corp. Employees' Money Purchase Pension Plan (PA) 1,308 · 15 off
- Plumbers & Pipefitters Local Union #51 Annuity Plan (RI) 1,273 · 50 off
- Pipe Fitters Local Union No. 120 Annuity Fund (OH) 1,373 · 50 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.