Defined Benefit (Pension) · DOL Form 5500 · 2022
UAW Local 509 Pension Plan
Data updated 2026-08-25
- $270K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 13th
- Percentile by assets National rank
Official DOL plan name: UAW Local 509 Supplemental Defined Benefit Plan · Sponsored by UAW Local 509 · California · Other Services
$270K in assets, N/A participants
UAW Local 509's UAW Local 509 Supplemental Defined Benefit Plan reported $270K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.
- #2,343 in Other Services (8,398 peers)
2022 asset change
UAW Local 509 Supplemental Defined Benefit Plan pulled back noticeably 8.2% in 2022 ($294K → $270K) for N/A participants.
- #2,343
- in Other Services (8,398 peers)
- -8.2%
- assets change YoY
The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
UAW Local 509 Supplemental Defined Benefit Plan among the smaller filed plans by assets
UAW Local 509 Supplemental Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$269,715 13th percentile higher than 13% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 954501869 · UAW Local 509 PY 2022 · Defined Benefit (Pension)
UAW Local 509 Supplemental Defined Benefit Plan · $270K · N/A · 13th
- IND $270K
- EOY N/A
- 5500 13th
- ASSETS Defined Benefit (Pension)
- PCT near Refresco Union Employees' Retirement Plan
- EIN ind #2343
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 Other Services retirement plans → · Plans in California →
UAW Local 509 Supplemental Defined Benefit Plan in the asset neighbourhood
UAW Local 509 years around the 2022 move
Sponsor-wide plan assets over time
All UAW Local 509 plans reported in each filing year
- Latest sponsor-wide plan assets
- $244K 9.594942810003152% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $270K |
| 2023 | 1 | N/A | $257K |
| 2024 | 1 | N/A | $244K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $294K |
|---|---|
| Net Assets (End of Year) | $270K |
| Net Income | -$24K |
| Employer EIN | 954501869 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
UAW Local 509 Supplemental Defined Benefit Plan's closest out-of-state Defined Benefit (Pension) peers by assets
Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is Refresco Union Employees' Retirement Plan in FL at $269K (this filing: $270K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($270K here).
- Refresco Union Employees' Retirement Plan (FL) $269K · 140
- Ufcw Local 1262 and Employers Non Food Pension Fund (NJ) $273K · N/A
- Local 413 Pension Trust Fund (NY) $277K · N/A
- Mauldin Management Defined Benefit Cash Balance Plan & Trust (TX) $262K · N/A
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.