Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Opeiu Locals 30 & 537 Pension Plan
Data updated 2026-08-25
- $133M
- Total assets Near avg plan size
- 601
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $221,500
- Avg per participant Above avg balance/head
Official DOL plan name: Opeiu Locals 30 & 537 Retirement Fund · Sponsored by Board of Trustees, Opeiu Locals 30 & 537 · California · Administrative & Support Services
$133M in assets, 601 participants
Board of Trustees, Opeiu Locals 30 & 537's Opeiu Locals 30 & 537 Retirement Fund reported $133M in total assets and 601 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #4,792 in Administrative & Support Services (4,927 peers)
Where Opeiu Locals 30 & 537 Retirement Fund sits by assets
Opeiu Locals 30 & 537 Retirement Fund sits in the top 10% of all filed plans by assets, $133M for 601 participants (~$221,500/participant), down 9.6% in 2022.
- #4,792
- in Administrative & Support Services (4,927 peers)
- -9.6%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Opeiu Locals 30 & 537 Retirement Fund's outsized position by total assets
Opeiu Locals 30 & 537 Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$133,121,753 Top 6% higher than 94% 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
Opeiu Locals 30 & 537 Retirement Fund among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Opeiu Locals 30 & 537 Retirement Fund sits mid-pack in the medium band (601 participants).
DOL schedule card
Filing strip 956072309 · Board of Trustees, Opeiu Locals 30 & 537 PY 2022 · Defined Benefit (Pension)
Opeiu Locals 30 & 537 Retirement Fund · $133M · 601 · 94th
- EOY $133M
- EOY 601
- EOY 94th
- EOY Defined Benefit (Pension)
- EOY near Retirement Plan for Employees of South Nassau Communities Hospital
- EOY ind #4792
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 Administrative & Support Services retirement plans → · Plans in California →
Opeiu Locals 30 & 537 Retirement Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $147M |
|---|---|
| Net Assets (End of Year) | $133M |
| Net Income | -$14M |
| Employer EIN | 956072309 |
| Plan Effective Date | 1962-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Opeiu Locals 30 & 537)
Sponsor-wide plan assets over time
All Board of Trustees, Opeiu Locals 30 & 537 plans reported in each filing year
- Latest sponsor-wide plan assets
- $152M 13.918116748357424% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 601 | $133M |
| 2023 | 1 | 627 | $137M |
| 2024 | 1 | 578 | $152M |
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
Opeiu Locals 30 & 537 Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of South Nassau Communities Hospital in NY ($133M); by covered participants it is Washington Gas Light Company Employees' Pension Plan in DC (598 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($133M here).
- Retirement Plan for Employees of South Nassau Communities Hospital (NY) $133M · 916
- Pierce Manufacturing Inc. Pension Plan (WI) $133M · 1,099
- Hubbell Pension Plan F/K/a Hubbell Inc. for Collectively Bargained Hourly Employees (CT) $133M · 1,021
- Retirement Plan a for Employees of American Crystal Sugar Company (MN) $133M · 82
Similar participant headcount
Nearest other-state filings by covered participants (601 participants); asset peers above are excluded.
- Washington Gas Light Company Employees' Pension Plan (DC) 598 · 3 off
- South Shore Hospital, Inc. Pension Plan (MA) 604 · 3 off
- Vista Outdoor Inc. Pension and Retirement Plan (MN) 598 · 3 off
- Abb Inc. Merged Pension Plan (NC) 598 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.