Defined Benefit (Pension) · DOL Form 5500 · 2024
U.a. Local No. 343 Pension Trust Pension Plan
Data updated 2026-08-25
- $160M
- Total assets Near avg plan size
- 245
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $651,876
- Avg per participant High balance/head
Official DOL plan name: U. a. Local No. 343 Defined Benefit Plan · Sponsored by U.a. Local No. 343 Pension Trust · California · Construction
$160M in assets, 245 participants
U.a. Local No. 343 Pension Trust's U. a. Local No. 343 Defined Benefit Plan reported $160M in total assets and 245 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.
- #8,314 in Construction (9,039 peers)
Coverage in California
U. a. Local No. 343 Defined Benefit Plan covers 245 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $160M.
- #8,314
- in Construction (9,039 peers)
- +6.5%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
U. a. Local No. 343 Defined Benefit Plan's outsized position by total assets
U. a. Local No. 343 Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$159,709,604 Top 7% higher than 93% of 123,620 filed plans
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 No. 343 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 No. 343 Defined Benefit Plan sits mid-pack in the medium band (245 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- U. a. Local No. 343 Defined Benefit Plan reported net income fell from $15M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- U. a. Local No. 343 Defined Benefit Plan end-of-year assets rose from $150M in the plan year 2023 filing to $160M in the plan year 2024 filing.
- U. a. Local No. 343 Defined Benefit Plan reported participants fell from 248 in the plan year 2023 filing to 245 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 946092775 · U.a. Local No. 343 Pension Trust PY 2024 · Defined Benefit (Pension)
U. a. Local No. 343 Defined Benefit Plan · $160M · 245 · 93rd
- EBSA $160M
- PART 245
- TYPE 93rd
- NET Defined Benefit (Pension)
- BOOK near Nustar Pension Plan
- VS-ST ind #8314
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 No. 343 Defined Benefit Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $150M |
|---|---|
| Net Assets (End of Year) | $160M |
| Net Income | $10M |
| Employer EIN | 946092775 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U.a. Local No. 343 Pension Trust)
Sponsor-wide plan assets over time
All U.a. Local No. 343 Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $228M 21.15660496507118% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,797 | $188M |
| 2023 | 2 | 1,795 | $211M |
| 2024 | 2 | 1,734 | $228M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
U. a. Local No. 343 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 Nustar Pension Plan in TX ($160M); by covered participants it is The Restated Noncontributory Retirement Plan for Cooperatives in IA (245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($160M here).
- Nustar Pension Plan (TX) $160M · 1,052
- Cement Masons Local No. 886/404 Pension Plan (OH) $160M · 665
- Southwest Power Pool, Inc. Retirement Plan (AR) $160M · 747
- Ampacet Corporation Employees' Retirement Plan (NY) $160M · 149
Similar participant headcount
Nearest other-state filings by covered participants (245 participants); asset peers above are excluded.
- The Restated Noncontributory Retirement Plan for Cooperatives (IA) 245 · 0 off
- Retirement Plan for Employees of Ocean Spray Cranberries, Inc. (MA) 245 · 0 off
- Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust (AL) 244 · 1 off
- The Retirement Benefit Plan of Sky Chefs for Employees Represented by Unite Here (TX) 246 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.