Defined Benefit (Pension) · DOL Form 5500 · 2022
Bank of the West Pension Plan
Data updated 2026-08-25
- $347M
- Total assets Above avg plan size
- 1,765
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $196,480
- Avg per participant Above avg balance/head
Official DOL plan name: United California Bank Retirement Plan · Sponsored by Bank of the West · Illinois · Finance & Insurance
$347M in assets, 1,765 participants
Bank of the West's United California Bank Retirement Plan reported $347M in total assets and 1,765 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #8,795 in Finance & Insurance (9,261 peers)
Coverage in Illinois
United California Bank Retirement Plan covers 1,765 participants in Illinois, 2.3x the typical Illinois plan (state average ~779 per filing). Assets: $347M.
- #8,795
- in Finance & Insurance (9,261 peers)
- -21.8%
- assets change YoY
- 3.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $97M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United California Bank Retirement Plan's outsized position by total assets
United California Bank Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$346,787,310 Top 3% higher than 97% 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
United California Bank Retirement 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. United California Bank Retirement Plan lands in the large band (1,765 participants).
DOL schedule card
Filing strip 940475440 · Bank of the West PY 2022 · Defined Benefit (Pension)
United California Bank Retirement Plan · $347M · 1,765 · 97th
- PHOTO $347M
- PHOTO 1,765
- PHOTO 97th
- PHOTO Defined Benefit (Pension)
- PHOTO near Retirement Income Plan for the Employees of National Railroad Passenger Corporation
- PHOTO ind #8795
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 Finance & Insurance retirement plans → · Plans in Illinois →
United California Bank Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $443M |
|---|---|
| Net Assets (End of Year) | $347M |
| Net Income | -$97M |
| Employer EIN | 940475440 |
| Plan Effective Date | 1971-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bank of the West)
Sponsor-wide plan assets over time
All Bank of the West plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,078 | $1.7B |
| 2023 | 2 | 10,957 | N/A |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
United California Bank Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan for the Employees of National Railroad Passenger Corporation in DC ($347M); by covered participants it is Iron Workers' Local No. 25 Pension Fund in MI (1,766 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($347M here).
- Retirement Income Plan for the Employees of National Railroad Passenger Corporation (DC) $347M · 1,202
- Ssl Pension Plan (CO) $347M · 556
- Hawaii Laborers Pension Plan (HI) $346M · 2,777
- Latham & Watkins Cash Balance Plan (CA) $346M · 537
Similar participant headcount
Nearest other-state filings by covered participants (1,765 participants); asset peers above are excluded.
- Iron Workers' Local No. 25 Pension Fund (MI) 1,766 · 1 off
- Carefirst, Inc. Retirement Plan (MD) 1,763 · 2 off
- Giumarra Vineyards Corporation Pension Plan (CA) 1,763 · 2 off
- United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan (MD) 1,768 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.