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Board of Trustees of U.A. Local No. 159 Defined Contribution Plan

Dublin, CA · Construction

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$201Mnet assets across plans
1,622participant records1,048 active
$4.7Memployer contributions, latest plan years$4,486 per active record
$871KSchedule C compensation to organisations$537.25 per participant record

Board of Trustees of U.A. Local No. 159 Defined Contribution Plan, based in Dublin, California, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 1,622 participant records and $201M in net assets.

The largest is U. a. Local No. 159 Defined Contribution Plan, a 401(k) plan with 907 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $4.7M and participant contributions $681K in the latest plan years; benefits paid were $14.9M. Schedule C compensation reported to service provider organisations totalled $871K.

Combined net assets moved from $105M in 2009 to $201M in 2024 (up 91%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
U. a. Local No. 159 Defined Contribution Plan401(k) plan2024907$75.7M$83,420$1,313$195K
U. a. Local No. 159 Defined Benefit Plandefined benefit pension plan2024715$125M$175,240$15,523$677K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $105M2010: $112M2011: $113M2012: $119M2013: $130M2014: $132M2015: $130M2016: $139M2017: $155M2018: $148M2019: $173M2020: $188M2021: $208M2022: $178M2023: $194M2024: $201M$105M$208M$201M20092012201620202024
Combined net assets
2009: 1,5522010: 1,4742011: 1,4412012: 1,4732013: 1,4422014: 1,4382015: 1,4832016: 1,5082017: 1,5532018: 1,6662019: 1,6522020: 1,6262021: 1,6072022: 1,6142023: 1,6132024: 1,6221,5521,6661,62220092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,622$201M$4.7M$681K
202321,613$194M$5.4M$717K
202221,614$178M$5.2M$714K
202121,607$208M$5.7M$823K
202021,626$188M$5.5M$853K
201921,652$173M$5.9M$836K
201821,666$148M$6.3M$801K
201721,553$155M$5.1M$657K
201621,508$139M$4.4M$592K
201521,483$130M$4.0M$647K
201421,438$132M$3.6M$299K
201321,442$130M$4.0M$0
201221,473$119M$3.7M$0
201121,441$113M$3.0M$0
201021,474$112M$3.1M$0
200921,552$105M$4.8M$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Hs&ba, Inc.Claims processing; Contract Administrator; Recordkeeping and information management; Copying and duplicating2$178,642
Withumsmith+brown, PCAccounting (including auditing)2$124,554
Alan Biller & AssociatesInvestment advisory (plan)2$115,502
Kraw Law Group, ApcLegal2$87,998
Rael & LetsonActuarial; Consulting (pension)1$85,423
Ullico Investment Advisors, Inc.Investment management1$65,665
Ifm Investors Pty Ltd.Investment management; Foreign entity1$59,797
Prudential Insurance Co. of AmericaInvestment management1$39,499
UBS Realty Investors LLCInvestment management1$31,294
EmpowerRecordkeeping and information management1$28,923
UA Local 159Recordkeeping and information management2$20,215
Amalgamated BankCustodial (securities)1$17,421
The Vanguard GroupParticipant loan processing1$10,722
Bank of AmericaCustodial (other than securities)1$5,770

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Hs&ba, Inc.$179K
Withumsmith+brown, PC$125K
Alan Biller & Associates$116K
Kraw Law Group, Apc$88K
Rael & Letson$85K
Ullico Investment Advisors, Inc.$66K
Ifm Investors Pty Ltd.$60K
Prudential Insurance Co. of America$39K

Questions and answers

How many retirement plans does Board of Trustees of U.A. Local No. 159 Defined Contribution Plan have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: U. a. Local No. 159 Defined Contribution Plan and U. a. Local No. 159 Defined Benefit Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Board of Trustees of U.A. Local No. 159 Defined Contribution Plan contribute to its plans?

$4,701,240 in employer contributions across these plans in their latest plan years, about $4,486 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Hs&ba, Inc., Withumsmith+brown, PC, Alan Biller & Associates and Kraw Law Group, Apc and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.