401(k) · DOL Form 5500 · 2024

Board of Trustees, U.a. Local No. 447 Defined 401(k) Plan

Data updated 2026-08-11

$123M
Total assets: 884
Participants: 92nd
Percentile by assets: $139,262
Avg per participant

Official DOL plan name: U.a. Local No. 447 Defined Contribution Plan and Trust · Sponsored by Board of Trustees, U.a. Local No. 447 Defined · California · Construction

$123M in assets, 884 participants

Board of Trustees, U.a. Local No. 447 Defined's U.a. Local No. 447 Defined Contribution Plan and Trust reported $123M in total assets and 884 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.

92nd percentile by assets (of 123,622 plans)
#8,161 in Construction (9,039 peers)

Where U.a. Local No. 447 Defined Contribution Plan and Trust sits by assets

U.a. Local No. 447 Defined Contribution Plan and Trust sits in the top 10% of all filed plans by assets, $123M for 884 participants (~$139,262/participant), up 11.3% in 2024.

$123M
total plan assets (2024 EOY): 884
covered participants: 92nd
percentile by assets (of 123,622 plans): $139,262
avg assets per participant

Where U.a. Local No. 447 Defined Contribution Plan and Trust sits by total assets

U.a. Local No. 447 Defined Contribution Plan and Trust vs every filed plan by assets

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

$123,107,650 Top 8% higher than 92% 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 No. 447 Defined Contribution Plan and Trust reported net income fell from $15M in the plan year 2023 filing to $13M in the plan year 2024 filing.
U.a. Local No. 447 Defined Contribution Plan and Trust end-of-year assets rose from $111M in the plan year 2023 filing to $123M in the plan year 2024 filing.
U.a. Local No. 447 Defined Contribution Plan and Trust reported participants rose from 825 in the plan year 2023 filing to 884 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Construction

U.a. Local No. 447 Defined Contribution Plan and Trust vs the 2024 asset distribution

By assets, U.a. Local No. 447 Defined Contribution Plan and Trust outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$111M
Net Assets (End of Year)	$123M
Net Income	$13M
Employer EIN	680401920
Plan Effective Date	1981-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees, U.a. Local No. 447 Defined)

Total plan assets by year, all Board of Trustees, U.a. Local No. 447 Defined plans on file

Year	Plans	Participants	Total Assets
2022	1	801	$95M
2023	1	825	$111M
2024	1	884	$123M

Nearby 401(k) Plans in California

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

U.a. Local No. 447 Defined Contribution Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare U.a. Local No. 447 Defined Contribution … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to U.a. Local No. 447 Defined Contribution Plan and Trust by total assets, not by location.

Iron Bow Technologies, LLC 401(k) Plan (VA) $123M · 1,044
United States Tennis Association Retirement Plan (NY) $123M · 475
Warehouse Services, Inc. Profit Sharing Plan (IN) $123M · 2,833
Deka Research & Development Corp. 401(k) Plan (NH) $123M · 895

Frequently Asked Questions

How did U.a. Local No. 447 Defined Contribution Plan and Trust assets move in 2024? ▼

U.a. Local No. 447 Defined Contribution Plan and Trust grew at a solid clip - up 11.3% during 2024, from $111M to $123M. Reported net income was $13M.

How have Board of Trustees, U.a. Local No. 447 Defined plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, U.a. Local No. 447 Defined's sponsor-wide assets grew 29.3%, from $95M to $123M.

Where does U.a. Local No. 447 Defined Contribution Plan and Trust rank by assets among Form 5500 filers? ▼

U.a. Local No. 447 Defined Contribution Plan and Trust 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 401(k) plans are similar in size to U.a. Local No. 447 Defined Contribution Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Iron Bow Technologies, LLC 401(k) Plan in VA ($123M, 1,044 participants).

Next read for U.a. Local No. 447 Defined Contribution …

Scale reading

Ways to act on U.a. Local No. 447 Defined Contribution Plan and Trust's numbers.

By total assets, U.a. Local No. 447 Defined Contribution Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Board of Trustees, U.a. Local No. 447 Defined's sponsor-wide assets have grown 29.3% 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 680401920.