401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$158M
Total assets Near avg plan size
840
Participants Near avg headcount
93rd
Percentile by assets National rank
$188,350
Avg per participant Above avg balance/head
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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.

  • #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.

#8,309
in Construction (9,039 peers)
+15.8%
assets growth YoY
1.6×
vs typical plan assets (national mean)

U.a. Local 467 Defined Contribution Plan's outsized position by total assets

U.a. Local 467 Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$158,213,742 Top 7% higher than 93% of 123,620 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 2024

U.a. Local 467 Defined Contribution Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.a. Local 467 Defined Contribution Plan sits mid-pack in the medium band (840 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Form 5500 schedule snapshot

Filing strip 776007903 · Board of Trustees, U.a. Local 467 Pension Trust PY 2024 · 401(k)

U.a. Local 467 Defined Contribution Plan · $158M · 840 · 93rd

  • EOY $158M
  • EOY 840
  • EOY 93rd
  • EOY 401(k)
  • EOY near Roper Technologies, Inc. Employees' Retirement Savings 003 Plan
  • EOY ind #8309

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 467 Defined Contribution Plan in the asset neighbourhood

Grand Canyon University Employees 401(k) PlanGrand Canyon University Empl…$158MU.a. Local 467 Defined Contribution PlanU.a. Local 467 Defined Contr…$158MRoper Technologies, Inc. Employees' Retirement Savings 003 PlanRoper Technologies, Inc. Emp…$158MAllan Myers Hourly Retirement PlanAllan Myers Hourly Retiremen…$158MWalbridge Profit Sharing 401(k) PlanWalbridge Profit Sharing 401…$158M
End-of-year total assets ($M) among U.a. Local 467 Defined Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$158M
Net Income$22M
Employer EIN776007903
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees, U.a. Local 467 Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$158M 39.071622142839516% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $114M $158M ▲ +39.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants U.a. Local 467 Defined Contribution Plan, Total assets ($B): 0.158213742 · Participants: 840U.a. Local 467 Defined Contribution PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
U.a. Local 467 Defined Contribution Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare U.a. Local 467 Defined Contribution Plan side-by-side with 3 peers →

U.a. Local 467 Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Roper Technologies, Inc. Employees' Retirement Savings 003 Plan in FL ($158M); by covered participants it is May Trucking Co. Employee Retirement Plan in OR (840 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (840 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to U.a. Local 467 Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is May Trucking Co. Employee Retirement Plan in OR (840 participants, $24M in assets).

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.

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.