Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, U.a. Local No. 447 Pension Fund Pension Plan

Data updated 2026-08-25

$274M
Total assets Near avg plan size
933
Participants Near avg headcount
95th
Percentile by assets National rank
$294,096
Avg per participant High balance/head
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Official DOL plan name: U.a. Local No. 447 Pension Fund · Sponsored by Board of Trustees, U.a. Local No. 447 Pension Fund · California · Construction

$274M in assets, 933 participants

Board of Trustees, U.a. Local No. 447 Pension Fund's U.a. Local No. 447 Pension Fund reported $274M in total assets and 933 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,572 in Construction (9,039 peers)

Where U.a. Local No. 447 Pension Fund sits by assets

U.a. Local No. 447 Pension Fund sits in the top 5% of all filed plans by assets, $274M for 933 participants (~$294,096/participant), up 12.5% in 2024.

#8,572
in Construction (9,039 peers)
+12.5%
assets growth YoY
2.8×
vs typical plan assets (national mean)

U.a. Local No. 447 Pension Fund's outsized position by total assets

U.a. Local No. 447 Pension Fund vs every filed plan by assets

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

$274,391,671 Top 5% higher than 95% 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. 447 Pension Fund 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 Pension Fund sits mid-pack in the medium band (933 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • U.a. Local No. 447 Pension Fund reported net income rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • U.a. Local No. 447 Pension Fund end-of-year assets rose from $244M in the plan year 2023 filing to $274M in the plan year 2024 filing.
  • U.a. Local No. 447 Pension Fund reported participants rose from 899 in the plan year 2023 filing to 933 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 946269669 · Board of Trustees, U.a. Local No. 447 Pension Fund PY 2024 · Defined Benefit (Pension)

U.a. Local No. 447 Pension Fund · $274M · 933 · 95th

  • PHOTO $274M
  • IND 933
  • EOY 95th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Retirement Plan for Employees of Mutual of America Life Insurance Co
  • PCT ind #8572

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 Pension Fund in the asset neighbourhood

NECA Local 145 IBEW Pension FundNECA Local 145 IBEW Pension …$275MDassault Falcon Jet Corporation Retirement Income PlanDassault Falcon Jet Corporat…$275MValley National Bank Pension PlanValley National Bank Pension…$275MU.a. Local No. 447 Pension FundU.a. Local No. 447 Pension F…$274MRetirement Plan for Employees of Mutual of America Life Insurance CoRetirement Plan for Employee…$274M
End-of-year total assets ($M) among U.a. Local No. 447 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$244M
Net Assets (End of Year)$274M
Net Income$30M
Employer EIN946269669
Plan Effective Date1956-07-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees, U.a. Local No. 447 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$274M 25.80200686516521% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $218M $274M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 882 $218M
2023 1 899 $244M
2024 1 933 $274M

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. 447 Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants U.a. Local No. 447 Pension Fund, Total assets ($B): 0.274391671 · Participants: 933U.a. Local No. 447 Pension FundKaiser 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. 447 Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare U.a. Local No. 447 Pension Fund side-by-side with 3 peers →

U.a. Local No. 447 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Mutual of America Life Insurance Co in NY ($274M); by covered participants it is Teamsters Local 210 Affiliated Pension Trust Fund in NY (934 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (933 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. 447 Pension Fund assets move in 2024? ▼
U.a. Local No. 447 Pension Fund grew at a solid clip - up 12.5% during 2024, from $244M to $274M. Reported net income was $30M.
How have Board of Trustees, U.a. Local No. 447 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, U.a. Local No. 447 Pension Fund's sponsor-wide assets grew 25.8%, from $218M to $274M.
Where does U.a. Local No. 447 Pension Fund rank by assets among Form 5500 filers? ▼
U.a. Local No. 447 Pension Fund ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to U.a. Local No. 447 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Mutual of America Life Insurance Co in NY ($274M, 818 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to U.a. Local No. 447 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Local 210 Affiliated Pension Trust Fund in NY (934 participants, $155M 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 946269669.

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.