Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of U.a. Local No. 159 Pension Trust Pension Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
257
Participants Below avg headcount
92nd
Percentile by assets National rank
$487,790
Avg per participant High balance/head
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Official DOL plan name: U. a. Local No. 159 Defined Benefit Plan · Sponsored by Board of Trustees of U.a. Local No. 159 Pension Trust · California · Construction

$125M in assets, 257 participants

Board of Trustees of U.a. Local No. 159 Pension Trust's U. a. Local No. 159 Defined Benefit Plan reported $125M in total assets and 257 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,176 in Construction (9,039 peers)

Coverage in California

U. a. Local No. 159 Defined Benefit Plan covers 257 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $125M.

#8,176
in Construction (9,039 peers)
+7.0%
assets growth YoY
1.3×
vs typical plan assets (national mean)

U. a. Local No. 159 Defined Benefit Plan's outsized position by total assets

U. a. Local No. 159 Defined Benefit Plan vs every filed plan by assets

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

$125,362,093 Top 8% higher than 92% 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. 159 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. 159 Defined Benefit Plan sits mid-pack in the medium band (257 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • U. a. Local No. 159 Defined Benefit Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • U. a. Local No. 159 Defined Benefit Plan end-of-year assets rose from $117M in the plan year 2023 filing to $125M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942859426 · Board of Trustees of U.a. Local No. 159 Pension Trust PY 2024 · Defined Benefit (Pension)

U. a. Local No. 159 Defined Benefit Plan · $125M · 257 · 92nd

  • PCT $125M
  • EIN 257
  • RANK 92nd
  • PHOTO Defined Benefit (Pension)
  • IND near New York Eye and Ear Infirmary Employees' Pension Plan
  • EOY ind #8176

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. 159 Defined Benefit Plan in the asset neighbourhood

Brown University Dining Services and Facilities Management Employees Pension PlanBrown University Dining Serv…$126MNew York Eye and Ear Infirmary Employees' Pension PlanNew York Eye and Ear Infirma…$125MU. a. Local No. 159 Defined Benefit PlanU. a. Local No. 159 Defined …$125MWilson Sporting Goods Co. Retirement Pension PlanWilson Sporting Goods Co. Re…$125MNbt Bancorp Inc. Defined Benefit Pension PlanNbt Bancorp Inc. Defined Ben…$125M
End-of-year total assets ($M) among U. a. Local No. 159 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)$117M
Net Assets (End of Year)$125M
Net Income$8M
Employer EIN942859426
Plan Effective Date1976-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of U.a. Local No. 159 Pension Trust)

Sponsor-wide plan assets over time

All Board of Trustees of U.a. Local No. 159 Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$201M 13.07552351381858% vs 2022
2024 filing year
$170M$180M$190M$200M$210M 202220232024 $178M $201M ▲ +13.1%
Year Plans Participants Total Assets
2022 2 1,104 $178M
2023 2 1,072 $194M
2024 2 1,070 $201M

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. 159 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants U. a. Local No. 159 Defined Benefit Plan, Total assets ($B): 0.125362093 · Participants: 257U. a. Local No. 159 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. 159 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare U. a. Local No. 159 Defined Benefit Plan side-by-side with 3 peers →

U. a. Local No. 159 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 York Eye and Ear Infirmary Employees' Pension Plan in NY ($125M); by covered participants it is Nelson Mullins Riley & Scarborough LLP Cash Balance Retirement Plan in SC (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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 No. 159 Defined Benefit Plan assets move in 2024? ▼
U. a. Local No. 159 Defined Benefit Plan grew at a solid clip - up 7.0% during 2024, from $117M to $125M. Reported net income was $8M.
How have Board of Trustees of U.a. Local No. 159 Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of U.a. Local No. 159 Pension Trust's sponsor-wide assets grew 13.1%, from $178M to $201M.
Where does U. a. Local No. 159 Defined Benefit Plan rank by assets among Form 5500 filers? ▼
U. a. Local No. 159 Defined Benefit Plan ranks in the 92nd 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. 159 Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is New York Eye and Ear Infirmary Employees' Pension Plan in NY ($125M, 299 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to U. a. Local No. 159 Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nelson Mullins Riley & Scarborough LLP Cash Balance Retirement Plan in SC (257 participants, $152M 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 942859426.

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.