401(k) · DOL Form 5500 · 2024

Board of Trustees, Labor Unions 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
3,680
Participants Above avg headcount
88th
Percentile by assets National rank
$20,027
Avg per participant Low balance/head
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Official DOL plan name: Labor Unions 401(k) Plan · Sponsored by Board of Trustees, Labor Unions 401(k) Plan · California · Other Services

$74M in assets, 3,680 participants

Board of Trustees, Labor Unions 401(k) Plan's Labor Unions 401(k) Plan reported $74M in total assets and 3,680 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,348 in Other Services (7,719 peers)

Coverage in California

Labor Unions 401(k) Plan covers 3,680 participants in California, 5.8x the typical California plan (state average ~630 per filing). Assets: $74M.

#7,348
in Other Services (7,719 peers)
+11.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Labor Unions 401(k) Plan's outsized position by total assets

Labor Unions 401(k) Plan vs every filed plan by assets

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

$73,701,109 Top 12% higher than 88% 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

Labor Unions 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Labor Unions 401(k) Plan lands in the large band (3,680 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Labor Unions 401(k) Plan end-of-year assets rose from $66M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • Labor Unions 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Labor Unions 401(k) Plan reported participants fell from 3,706 in the plan year 2023 filing to 3,680 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 336194629 · Board of Trustees, Labor Unions 401(k) Plan PY 2024 · 401(k)

Labor Unions 401(k) Plan · $74M · 3,680 · 88th

  • EOY $74M
  • 5500 3,680
  • ASSETS 88th
  • PCT 401(k)
  • EIN near Sargent Corporation 401(k) Retirement Plan
  • RANK ind #7348

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 Other Services retirement plans → · Plans in California →

Labor Unions 401(k) Plan in the asset neighbourhood

Heplerbroom, LLC 401(k) Profit Sharing PlanHeplerbroom, LLC 401(k) Prof…$74MCorden Pharma Colorado, Inc. 401(k) PlanCorden Pharma Colorado, Inc.…$74MLabor Unions 401(k) Plan$74MSargent Corporation 401(k) Retirement PlanSargent Corporation 401(k) R…$74MTriage, LLC Retirement Savings PlanTriage, LLC Retirement Savin…$74M
End-of-year total assets ($M) among Labor Unions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$74M
Net Income$7M
Employer EIN336194629
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Labor Unions 401(k) Plan)

Sponsor-wide plan assets over time

All Board of Trustees, Labor Unions 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$74M 25.609848795627606% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $58.7M $73.7M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 3,423 $59M
2023 1 3,706 $66M
2024 1 3,680 $74M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Labor Unions 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Labor Unions 401(k) Plan, Total assets ($B): 0.073701109 · Participants: 3680Labor Unions 401(k) 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
Labor Unions 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Labor Unions 401(k) Plan side-by-side with 3 peers →

Labor Unions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sargent Corporation 401(k) Retirement Plan in ME ($74M); by covered participants it is Golden Retirement Plan in PA (3,678 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,680 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 Labor Unions 401(k) Plan assets move in 2024? ▼
Labor Unions 401(k) Plan grew at a solid clip - up 11.0% during 2024, from $66M to $74M. Reported net income was $7M.
How have Board of Trustees, Labor Unions 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Labor Unions 401(k) Plan's sponsor-wide assets grew 25.6%, from $59M to $74M.
Where does Labor Unions 401(k) Plan rank by assets among Form 5500 filers? ▼
Labor Unions 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Labor Unions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sargent Corporation 401(k) Retirement Plan in ME ($74M, 436 participants).
Which 401(k) plans cover a similar participant headcount to Labor Unions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Golden Retirement Plan in PA (3,678 participants, $10M 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 336194629.

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.