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
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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

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 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.

See the national 2023→2024 release diff →

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

Ampacet Corporation Employees' Retirement PlanAmpacet Corporation Employee…$160MSouthwest Power Pool, Inc. Retirement PlanSouthwest Power Pool, Inc. R…$160MU. a. Local No. 343 Defined Benefit PlanU. a. Local No. 343 Defined …$160MNustar Pension Plan$160MCement Masons Local No. 886/404 Pension PlanCement Masons Local No. 886/…$160M
End-of-year total assets ($M) among U. a. Local No. 343 Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$150M
Net Assets (End of Year)$160M
Net Income$10M
Employer EIN946092775
Plan Effective Date1994-07-01
Filing StatusFILING 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
$180M$200M$220M$240M 202220232024 $188M $228M ▲ +21.2%
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.

U. a. Local No. 343 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants U. a. Local No. 343 Defined Benefit Plan, Total assets ($B): 0.159709604 · Participants: 245U. a. Local No. 343 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 No. 343 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

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.

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 No. 343 Defined Benefit Plan assets move in 2024?
U. a. Local No. 343 Defined Benefit Plan grew at a solid clip - up 6.5% during 2024, from $150M to $160M. Reported net income was $10M.
How have U.a. Local No. 343 Pension Trust plan assets changed over time?
Across 3 plan years on file (2022-2024), U.a. Local No. 343 Pension Trust's sponsor-wide assets grew 21.2%, from $188M to $228M.
Where does U. a. Local No. 343 Defined Benefit Plan rank by assets among Form 5500 filers?
U. a. Local No. 343 Defined Benefit 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 Defined Benefit (Pension) plans are similar in size to U. a. Local No. 343 Defined Benefit Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nustar Pension Plan in TX ($160M, 1,052 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to U. a. Local No. 343 Defined Benefit Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Restated Noncontributory Retirement Plan for Cooperatives in IA (245 participants, $40M in assets).