Money Purchase · DOL Form 5500 · 2024

Board of Trustees of U.a. Local 38 Trust Funds Money Purchase Plan

Data updated 2026-08-25

$211M
Total assets Near avg plan size
1,341
Participants Near avg headcount
94th
Percentile by assets National rank
$157,074
Avg per participant Above avg balance/head
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Official DOL plan name: U. a. Local 38 Defined Contribution Pension Plan · Sponsored by Board of Trustees of U.a. Local 38 Trust Funds · California · Construction

$211M in assets, 1,341 participants

Board of Trustees of U.a. Local 38 Trust Funds's U. a. Local 38 Defined Contribution Pension Plan reported $211M in total assets and 1,341 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,454 in Construction (9,039 peers)

Coverage in California

U. a. Local 38 Defined Contribution Pension Plan covers 1,341 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $211M.

#8,454
in Construction (9,039 peers)
+6.1%
assets growth YoY
2.1×
vs typical plan assets (national mean)

U. a. Local 38 Defined Contribution Pension Plan's outsized position by total assets

U. a. Local 38 Defined Contribution Pension Plan vs every filed plan by assets

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

$210,635,638 Top 6% higher than 94% 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 38 Defined Contribution Pension 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. U. a. Local 38 Defined Contribution Pension Plan lands in the large band (1,341 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • U. a. Local 38 Defined Contribution Pension Plan end-of-year assets rose from $198M in the plan year 2023 filing to $211M in the plan year 2024 filing.
  • U. a. Local 38 Defined Contribution Pension Plan reported participants rose from 1,323 in the plan year 2023 filing to 1,341 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 941285319 · Board of Trustees of U.a. Local 38 Trust Funds PY 2024 · Money Purchase

U. a. Local 38 Defined Contribution Pension Plan · $211M · 1,341 · 94th

  • EOY $211M
  • EOY 1,341
  • EOY 94th
  • EOY Money Purchase
  • EOY near Sheet Metal Workers Local 219 Retirement Savings Fund
  • EOY ind #8454

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 38 Defined Contribution Pension Plan in the asset neighbourhood

International Association of Heat and Frost Insulators Local 17 Annuity FundInternational Association of…$216MRetirement Plan for Lawyers of Debevoise & Plimpton LLPRetirement Plan for Lawyers …$214MU. a. Local 38 Defined Contribution Pension PlanU. a. Local 38 Defined Contr…$211MSheet Metal Workers Local 219 Retirement Savings FundSheet Metal Workers Local 21…$210MU. a. Local Union No. 614 Pension PlanU. a. Local Union No. 614 Pe…$204M
End-of-year total assets ($M) among U. a. Local 38 Defined Contribution Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$198M
Net Assets (End of Year)$210M
Net Income$13M
Employer EIN941285319
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of U.a. Local 38 Trust Funds)

Sponsor-wide plan assets over time

All Board of Trustees of U.a. Local 38 Trust Funds plans reported in each filing year

Latest sponsor-wide plan assets
$766M 18.612059335724958% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $645M $766M ▲ +18.6%
Year Plans Participants Total Assets
2022 2 2,494 $645M
2023 2 2,761 $710M
2024 2 2,760 $766M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

U. a. Local 38 Defined Contribution Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants U. a. Local 38 Defined Contribution Pension Plan, Total assets ($B): 0.210635638 · Participants: 1341U. a. Local 38 Defined Contribution Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
U. a. Local 38 Defined Contribution Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare U. a. Local 38 Defined Contribution Pension Plan side-by-side with 3 peers →

U. a. Local 38 Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Sheet Metal Workers Local 219 Retirement Savings Fund in IL ($210M); by covered participants it is Local 670 Annuity Fund in NY (1,341 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,341 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 38 Defined Contribution Pension Plan assets move in 2024? ▼
U. a. Local 38 Defined Contribution Pension Plan grew at a solid clip - up 6.1% during 2024, from $198M to $211M. Reported net income was $13M.
How have Board of Trustees of U.a. Local 38 Trust Funds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of U.a. Local 38 Trust Funds's sponsor-wide assets grew 18.6%, from $645M to $766M.
Where does U. a. Local 38 Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼
U. a. Local 38 Defined Contribution Pension Plan ranks in the 94th 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 Money Purchase plans are similar in size to U. a. Local 38 Defined Contribution Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Sheet Metal Workers Local 219 Retirement Savings Fund in IL ($210M, 936 participants).
Which Money Purchase plans cover a similar participant headcount to U. a. Local 38 Defined Contribution Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local 670 Annuity Fund in NY (1,341 participants, $28M 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 941285319.

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.