401(k) · DOL Form 5500 · 2024
Board of Trustees, U.a. Local No. 447 Defined 401(k) Plan
Data updated 2026-08-25
- $123M
- Total assets Near avg plan size
- 884
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $139,262
- Avg per participant Near avg balance/head
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.
- #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.
- #8,161
- in Construction (9,039 peers)
- +11.3%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
U.a. Local No. 447 Defined Contribution Plan and Trust's outsized position 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 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. 447 Defined Contribution Plan and Trust sits mid-pack in the medium band (884 participants).
What changed between DOL Form 5500 filings
plan year 2023 → 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.
DOL schedule card
Filing strip 680401920 · Board of Trustees, U.a. Local No. 447 Defined PY 2024 · 401(k)
U.a. Local No. 447 Defined Contribution Plan and Trust · $123M · 884 · 92nd
- SCH $123M
- EBSA 884
- PART 92nd
- TYPE 401(k)
- NET near Iron Bow Technologies, LLC 401(k) Plan
- BOOK ind #8161
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. 447 Defined Contribution Plan and Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, U.a. Local No. 447 Defined plans reported in each filing year
- Latest sponsor-wide plan assets
- $123M 29.320713676562583% vs 2022
- 2024 filing year
| 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.
- 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
U.a. Local No. 447 Defined Contribution Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Iron Bow Technologies, LLC 401(k) Plan in VA ($123M); by covered participants it is Edge Fitness, LLC 401(k) Plan in CT (884 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($123M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (884 participants); asset peers above are excluded.
- Edge Fitness, LLC 401(k) Plan (CT) 884 · 0 off
- Louis Padnos Iron & Metal Company Savings and Retirement Plan (MI) 884 · 0 off
- Radio Systems Corporation Retirement Savings Plan (TN) 884 · 0 off
- Sunrise Coal, LLC 401(k) Profit Sharing Plan (IN) 884 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.