Defined Benefit (Pension) · DOL Form 5500 · 2022

Western America Properties, Inc. Pension Plan

Data updated 2026-08-25

$980K
Total assets Small plan by assets
10
Participants Small participant base
25th
Percentile by assets National rank
$97,960
Avg per participant Below avg balance/head
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Official DOL plan name: Western America Properties, Inc. Employees' Pension Plan and Trust · Sponsored by Western America Properties, Inc. · California · Real Estate

$980K in assets, 10 participants

Western America Properties, Inc.'s Western America Properties, Inc. Employees' Pension Plan and Trust reported $980K in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,090 in Real Estate (5,057 peers)

Western America Properties, Inc. multi-year trail

Western America Properties, Inc.'s plans moved +69.9% in assets from 2022 to 2024; this filing shows Western America Properties, Inc. Employees' Pension Plan and Trust at $980K / 10 participants.

#2,090
in Real Estate (5,057 peers)
-34.3%
assets change YoY

The plan reported a net loss of $512K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western America Properties, Inc. Employees' Pension Plan and Trust among the smaller filed plans by assets

Western America Properties, Inc. Employees' Pension Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$979,601 25th percentile higher than 25% of 139,123 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 2022

Western America Properties, Inc. Employees' Pension Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western America Properties, Inc. Employees' Pension Plan and Trust is a micro filing (10 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 953782825 · Western America Properties, Inc. PY 2022 · Defined Benefit (Pension)

Western America Properties, Inc. Employees' Pension Plan and Trust · $980K · 10 · 25th

  • EIN $980K
  • EIN 10
  • EIN 25th
  • EIN Defined Benefit (Pension)
  • EIN near Pension Plan for Employees of the Tupman Thurlow Co. , Inc.
  • EIN ind #2090

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 Real Estate retirement plans → · Plans in California →

Western America Properties, Inc. Employees' Pension Plan and Trust in the asset neighbourhood

Carnegie Corporation of New York Supplemental Pension PlanCarnegie Corporation of New …$986KWestern America Properties, Inc. Employees' Pension Plan and TrustWestern America Properties, …$980KPension Plan for Employees of the Tupman Thurlow Co. , Inc.Pension Plan for Employees o…$979KTwin Oil Company Employees' Pension Plan and TrustTwin Oil Company Employees' …$982KAmerican Heart Association Plan Svc 07/01/1976American Heart Association P…$975K
End-of-year total assets ($M) among Western America Properties, Inc. Employees' Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Western America Properties, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Western America Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 69.9399041038137% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.98M $1.66M ▲ +69.4%
Year Plans Participants Total Assets
2022 1 10 $980K
2023 1 10 $1M
2024 1 3 $2M

Western America Properties, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$980K
Net Income-$512K
Employer EIN953782825
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Western America Properties, Inc. Employees' Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Western America Properties, Inc. Employees' Pension Plan and Trust, Total assets ($B): 0.000979601 · Participants: 10Western America Properties, Inc. Employees' Pension Plan and TrustKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Western America Properties, Inc. Employees' Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Western America Properties, Inc. Employees' Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of the Tupman Thurlow Co. , Inc. in CO ($979K); by covered participants it is Wayne Savings Community Bank Defined Benefit Pension Plan in OH (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Western America Properties, Inc. Employees' Pension Plan and Trust assets move in 2022?
Western America Properties, Inc. Employees' Pension Plan and Trust contracted severely - down 34.3% during 2022, from $1M to $980K. Reported net income was -$512K.
How have Western America Properties, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Western America Properties, Inc.'s sponsor-wide assets grew 69.9%, from $980K to $2M.
Where does Western America Properties, Inc. Employees' Pension Plan and Trust rank by assets among Form 5500 filers?
Western America Properties, Inc. Employees' Pension Plan and Trust ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Western America Properties, Inc. Employees' Pension Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of the Tupman Thurlow Co. , Inc. in CO ($979K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Western America Properties, Inc. Employees' Pension Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wayne Savings Community Bank Defined Benefit Pension Plan in OH (10 participants, $1M in assets).