401(k)
2024 plan-year 401(k) DOL Form 5500

U. a. Local No. 159 Defined Contribution Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of U.a. Local No. 159 Defined Contribution Plan · California · Construction

What the 2023 filing shows

U. a. Local No. 159 Defined Contribution Plan holds $76M for 813 participants — about $93,087 per participant, down 1.6% over the 2024 plan year.

$76M
total plan assets (2024 EOY)
813
covered participants
$93,087
avg assets per participant
-1.6%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$76M
Participants
813
State
Industry
Construction

What the Filing Says About U. a. Local No. 159 Defined Contribution Plan

U. a. Local No. 159 Defined Contribution Plan is a 401(k) retirement plan sponsored by Board of Trustees of U.a. Local No. 159 Defined Contribution Plan, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $76M in total end-of-year assets and covers 813 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 942859426, and the plan has been effective since 1980-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $77M at the beginning of 2024 to $76M at year-end — a decline of 1.6%. Net assets (after liabilities) closed the year at $76M, with reported net income of $-1,223,713 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$77M
Total Assets (End of Year)$76M
Net Assets (End of Year)$76M
Net Income$-1,223,713
Plan Type401(k)
Employer EIN942859426
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of U.a. Local No. 159 Defined Contribution Plan)

Year Plans Participants Total Assets
2022 2 1,104 $178M
2023 2 1,072 $194M
2024 2 1,070 $201M

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the U. a. Local No. 159 Defined Contribution Plan?
As of the 2024 Form 5500 filing, U. a. Local No. 159 Defined Contribution Plan holds $76M in total assets with 813 participants. It is sponsored by Board of Trustees of U.a. Local No. 159 Defined Contribution Plan.
What type of plan is U. a. Local No. 159 Defined Contribution Plan?
U. a. Local No. 159 Defined Contribution Plan is a 401(k) plan. It has been effective since 1980-01-01. The plan is filed with the U.S. Department of Labor under EIN 942859426.
Who sponsors the U. a. Local No. 159 Defined Contribution Plan?
U. a. Local No. 159 Defined Contribution Plan is sponsored by Board of Trustees of U.a. Local No. 159 Defined Contribution Plan, located in California. The sponsor's EIN is 942859426 and the plan operates in the Construction industry.
How did U. a. Local No. 159 Defined Contribution Plan perform in 2024?
U. a. Local No. 159 Defined Contribution Plan declined by 1.6% during 2024, moving from $77M to $76M in total assets. Net income was $-1,223,713.
Where can I find official filings for U. a. Local No. 159 Defined Contribution Plan?
Official Form 5500 filings for U. a. Local No. 159 Defined Contribution Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942859426 or plan name at efast.dol.gov.
How does U. a. Local No. 159 Defined Contribution Plan compare to other plans?
You can compare U. a. Local No. 159 Defined Contribution Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 942859426.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.