Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, U.a. Local 467 Pension Trust Pension Plan

Data updated 2026-08-11

$859M
Total assets: 899
Participants: 98th
Percentile by assets: $955,755
Avg per participant

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

$859M in assets, 899 participants

Board of Trustees, U.a. Local 467 Pension Trust's U.a. Local 467 Defined Benefit Plan reported $859M in total assets and 899 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 123,622 plans)
#8,885 in Construction (9,039 peers)

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

U.a. Local 467 Defined Benefit Plan sits in the top 5% of all filed plans by assets, $859M for 899 participants (~$955,755/participant), up 13.4% in 2024.

$859M
total plan assets (2024 EOY): 899
covered participants: 98th
percentile by assets (of 123,622 plans): $955,755
avg assets per participant

U.a. Local 467 Defined Benefit Plan reported net income fell from $146M in the plan year 2023 filing to $102M in the plan year 2024 filing.
U.a. Local 467 Defined Benefit Plan end-of-year assets rose from $757M in the plan year 2023 filing to $859M in the plan year 2024 filing.
U.a. Local 467 Defined Benefit Plan reported participants rose from 872 in the plan year 2023 filing to 899 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Construction

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

By assets, U.a. Local 467 Defined Benefit Plan outranks 98% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 8.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$757M
Net Assets (End of Year)	$859M
Net Income	$102M
Employer EIN	942353807
Plan Effective Date	1956-07-01
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	846	$611M
2023	1	872	$757M
2024	1	899	$859M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

U.a. Local 467 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $34.5B · 135,057
Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
Western States Carpenters Pension Plan $11.3B · 48,582
Ilwu-Pma Pension Plan $10.8B · 15,833

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

Similar-Sized Defined Benefit (Pension) Plans Nationally

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

New Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees (MN) $860M · 1,972
Land O'lakes, Inc. Employee Retirement Plan (MN) $861M · 1,182
National Fuel Gas Company Retirement Plan (NY) $861M · 225
Northwest Ironworkers Retirement Plan (WA) $854M · 3,350

Frequently Asked Questions

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

U.a. Local 467 Defined Benefit Plan grew at a solid clip - up 13.4% during 2024, from $757M to $859M. Reported net income was $102M.

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 40.6%, from $611M to $859M.

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

U.a. Local 467 Defined Benefit Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to U.a. Local 467 Defined Benefit Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is New Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees in MN ($860M, 1,972 participants).

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

Scale reading

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

By total assets, U.a. Local 467 Defined Benefit Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
Board of Trustees, U.a. Local 467 Pension Trust's sponsor-wide assets have grown 40.6% 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 942353807.