Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$859M
Total assets Above avg plan size
899
Participants Near avg headcount
98th
Percentile by assets National rank
$955,755
Avg per participant High balance/head
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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.

  • #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.

#8,885
in Construction (9,039 peers)
+13.4%
assets growth YoY
8.6×
vs typical plan assets (national mean)

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

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

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

$859,223,700 Top 2% higher than 98% 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 Benefit 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 Benefit Plan sits mid-pack in the medium band (899 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 942353807 · Board of Trustees, U.a. Local 467 Pension Trust PY 2024 · Defined Benefit (Pension)

U.a. Local 467 Defined Benefit Plan · $859M · 899 · 98th

  • TYPE $859M
  • TYPE 899
  • TYPE 98th
  • TYPE Defined Benefit (Pension)
  • TYPE near New Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees
  • TYPE ind #8885

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 Benefit Plan in the asset neighbourhood

National Fuel Gas Company Retirement PlanNational Fuel Gas Company Re…$861MLand O'lakes, Inc. Employee Retirement PlanLand O'lakes, Inc. Employee …$861MNew Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit EesNew Century Energies, Inc. R…$860MU.a. Local 467 Defined Benefit PlanU.a. Local 467 Defined Benef…$859MNorthwest Ironworkers Retirement PlanNorthwest Ironworkers Retire…$854M
End-of-year total assets ($M) among U.a. Local 467 Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$757M
Net Assets (End of Year)$859M
Net Income$102M
Employer EIN942353807
Plan Effective Date1956-07-01
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
$859M 40.607317868671075% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $611M $859M ▲ +40.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants U.a. Local 467 Defined Benefit Plan, Total assets ($B): 0.8592237 · Participants: 899U.a. Local 467 Defined Benefit PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
U.a. Local 467 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare U.a. Local 467 Defined Benefit Plan side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) 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); by covered participants it is Pierce Manufacturing Inc. Pension Plan in WI (898 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (899 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to U.a. Local 467 Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pierce Manufacturing Inc. Pension Plan in WI (898 participants, $157M 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 942353807.

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.