Money Purchase · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$211M
Total assets: 1,341
Participants: 94th
Percentile by assets: $157,074
Avg per participant

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.

94th percentile by assets (of 123,622 plans)
#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.

$211M
total plan assets (2024 EOY): 1,341
covered participants: 94th
percentile by assets (of 123,622 plans): $157,074
avg assets per participant

Where U. a. Local 38 Defined Contribution Pension Plan sits 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

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 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 →

State

California

Industry

Construction

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. U. a. Local 38 Defined Contribution Pension Plan reports 1,341 participants - 2.1x that state average ($211M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$198M
Net Assets (End of Year)	$210M
Net Income	$13M
Employer EIN	941285319
Plan Effective Date	1995-07-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Board of Trustees of U.a. Local 38 Trust Funds plans on file

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

The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032

Compare U. a. Local 38 Defined Contribution Pens… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to U. a. Local 38 Defined Contribution Pension Plan by total assets, not by location.

Sheet Metal Workers Local 219 Retirement Savings Fund (IL) $210M · 936
Retirement Plan for Lawyers of Debevoise & Plimpton LLP (NY) $214M · 145
International Association of Heat and Frost Insulators Local 17 Annuity Fund (IL) $216M · 1,188
U. a. Local Union No. 614 Pension Plan (TN) $204M · 1,248

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).

Next read for U. a. Local 38 Defined Contribution Pens…

Filing takeaways

Ways to act on U. a. Local 38 Defined Contribution Pension Plan's numbers.

By total assets, U. a. Local 38 Defined Contribution Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
Board of Trustees of U.a. Local 38 Trust Funds's sponsor-wide assets have grown 18.6% since 2022 across 3 plan years on file. More Construction plans

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.