401(k) · DOL Form 5500 · 2024

Board of Trustees, U.a. Local 467 Pension Trust 401(k) Plan

Data updated 2026-08-11

$158M
Total assets: 840
Participants: 93rd
Percentile by assets: $188,350
Avg per participant

Official DOL plan name: U.a. Local 467 Defined Contribution Plan · Sponsored by Board of Trustees, U.a. Local 467 Pension Trust · California · Construction

$158M in assets, 840 participants

Board of Trustees, U.a. Local 467 Pension Trust's U.a. Local 467 Defined Contribution Plan reported $158M in total assets and 840 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 123,622 plans)
#8,309 in Construction (9,039 peers)

Where U.a. Local 467 Defined Contribution Plan sits by assets

U.a. Local 467 Defined Contribution Plan sits in the top 10% of all filed plans by assets, $158M for 840 participants (~$188,350/participant), up 15.8% in 2024.

$158M
total plan assets (2024 EOY): 840
covered participants: 93rd
percentile by assets (of 123,622 plans): $188,350
avg assets per participant

U.a. Local 467 Defined Contribution Plan reported participants fell from 1,266 in the plan year 2023 filing to 840 in the plan year 2024 filing.
U.a. Local 467 Defined Contribution Plan end-of-year assets rose from $137M in the plan year 2023 filing to $158M in the plan year 2024 filing.
U.a. Local 467 Defined Contribution Plan reported net income fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Construction

U.a. Local 467 Defined Contribution Plan vs the 2024 asset distribution

By assets, U.a. Local 467 Defined Contribution Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$137M
Net Assets (End of Year)	$158M
Net Income	$22M
Employer EIN	776007903
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees, U.a. Local 467 Pension Trust)

Total plan assets by year, all Board of Trustees, U.a. Local 467 Pension Trust plans on file

Year	Plans	Participants	Total Assets
2022	1	814	$114M
2023	1	1,266	$137M
2024	1	840	$158M

Nearby 401(k) Plans in California

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

U.a. Local 467 Defined Contribution Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare U.a. Local 467 Defined Contribution Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to U.a. Local 467 Defined Contribution Plan by total assets, not by location.

Roper Technologies, Inc. Employees' Retirement Savings 003 Plan (FL) $158M · 169
Allan Myers Hourly Retirement Plan (PA) $158M · 1,463
Grand Canyon University Employees 401(k) Plan (AZ) $158M · 7,325
Walbridge Profit Sharing 401(k) Plan (MI) $158M · 953

Frequently Asked Questions

How did U.a. Local 467 Defined Contribution Plan assets move in 2024? ▼

U.a. Local 467 Defined Contribution Plan grew sharply - up 15.8% during 2024, from $137M to $158M. Reported net income was $22M.

How have Board of Trustees, U.a. Local 467 Pension Trust plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, U.a. Local 467 Pension Trust's sponsor-wide assets grew 39.1%, from $114M to $158M.

Where does U.a. Local 467 Defined Contribution Plan rank by assets among Form 5500 filers? ▼

U.a. Local 467 Defined Contribution Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to U.a. Local 467 Defined Contribution Plan? ▼

Among 401(k) plans in other states, the closest by assets is Roper Technologies, Inc. Employees' Retirement Savings 003 Plan in FL ($158M, 169 participants).

Next read for U.a. Local 467 Defined Contribution Plan

Scale reading

Ways to act on U.a. Local 467 Defined Contribution Plan's numbers.

By total assets, U.a. Local 467 Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Board of Trustees, U.a. Local 467 Pension Trust's sponsor-wide assets have grown 39.1% 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 776007903.