Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of W. States Insulators & Allied Workers Pension Fund Pension Plan

Data updated 2026-08-25

$427M
Total assets Above avg plan size
3,332
Participants Above avg headcount
98th
Percentile by assets National rank
$128,026
Avg per participant Near avg balance/head
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Official DOL plan name: Western States Insulators and Allied Workers' Pension Plan · Sponsored by Trustees of W. States Insulators & Allied Workers Pension Fund · California · Construction

$427M in assets, 3,332 participants

Trustees of W. States Insulators & Allied Workers Pension Fund's Western States Insulators and Allied Workers' Pension Plan reported $427M in total assets and 3,332 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #9,661 in Construction (9,927 peers)

Coverage in California

Western States Insulators and Allied Workers' Pension Plan covers 3,332 participants in California, 5.3x the typical California plan (state average ~630 per filing). Assets: $427M.

#9,661
in Construction (9,927 peers)
-12.0%
assets change YoY
4.3×
vs typical plan assets (national mean)

The plan reported a net loss of $58M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western States Insulators and Allied Workers' Pension Plan's outsized position by total assets

Western States Insulators and Allied Workers' Pension Plan vs every filed plan by assets

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

$426,582,767 Top 2% higher than 98% 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 States Insulators and Allied Workers' Pension Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western States Insulators and Allied Workers' Pension Plan lands in the large band (3,332 participants).

DOL schedule card

Filing strip 510155190 · Trustees of W. States Insulators & Allied Workers Pension Fund PY 2022 · Defined Benefit (Pension)

Western States Insulators and Allied Workers' Pension Plan · $427M · 3,332 · 98th

  • SCH $427M
  • EBSA 3,332
  • PART 98th
  • TYPE Defined Benefit (Pension)
  • NET near Allete & Affiliated Companies Retirement Plan C
  • BOOK ind #9661

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 →

Western States Insulators and Allied Workers' Pension Plan in the asset neighbourhood

Td Banknorth Inc. Pension PlanTd Banknorth Inc. Pension Pl…$427MAllete & Affiliated Companies Retirement Plan CAllete & Affiliated Companie…$427MWestern States Insulators and Allied Workers' Pension PlanWestern States Insulators an…$427MNorth Mississippi Health Services Retirement Plan & Trust AgreementNorth Mississippi Health Ser…$425MDte Gas Company Retirement Plan for Employees Covered by Collective Bargaining AgreementsDte Gas Company Retirement P…$425M
End-of-year total assets ($M) among Western States Insulators and Allied Workers' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$485M
Net Assets (End of Year)$426M
Net Income-$58M
Employer EIN510155190
Plan Effective Date1959-11-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of W. States Insulators & Allied Workers Pension Fund)

Sponsor-wide plan assets over time

All Trustees of W. States Insulators & Allied Workers Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$979M 20.76583919968805% vs 2022
2024 filing year
$700M$800M$900M$1,000M 202220232024 $810M $979M ▲ +20.8%
Year Plans Participants Total Assets
2022 2 9,766 $810M
2023 2 9,793 $912M
2024 2 9,853 $979M

Nearby Defined Benefit (Pension) Plans in California

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

Western States Insulators and Allied Workers' Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Western States Insulators and Allied Workers' Pension Plan, Total assets ($B): 0.426582767 · Participants: 3332Western States Insulators and Allied Workers' Pension PlanKaiser 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 States Insulators and Allied Workers' Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Western States Insulators and Allied Workers' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Allete & Affiliated Companies Retirement Plan C in MN ($427M); by covered participants it is Pbf Energy Pension Plan in NJ (3,335 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,332 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 States Insulators and Allied Workers' Pension Plan assets move in 2022?
Western States Insulators and Allied Workers' Pension Plan pulled back noticeably - down 12.0% during 2022, from $485M to $427M. Reported net income was -$58M.
How have Trustees of W. States Insulators & Allied Workers Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees of W. States Insulators & Allied Workers Pension Fund's sponsor-wide assets grew 20.8%, from $810M to $979M.
Where does Western States Insulators and Allied Workers' Pension Plan rank by assets among Form 5500 filers?
Western States Insulators and Allied Workers' Pension Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Western States Insulators and Allied Workers' Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Allete & Affiliated Companies Retirement Plan C in MN ($427M, 187 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Western States Insulators and Allied Workers' Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pbf Energy Pension Plan in NJ (3,335 participants, $329M in assets).