Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of Ilwu-Pma Pension Plan Pension Plan
Data updated 2026-08-25
- $8.7B
- Total assets Very large vs avg
- 16,522
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $526,818
- Avg per participant High balance/head
Official DOL plan name: Ilwu-Pma Pension Plan · Sponsored by Trustees of Ilwu-Pma Pension Plan · California · Transportation & Warehousing
$8.7B in assets, 16,522 participants
Trustees of Ilwu-Pma Pension Plan's Ilwu-Pma Pension Plan reported $8.7B in total assets and 16,522 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #3,864 in Transportation & Warehousing (3,876 peers)
Coverage in California
Ilwu-Pma Pension Plan covers 16,522 participants in California, 26x the typical California plan (state average ~630 per filing). Assets: $8.7B.
- #3,864
- in Transportation & Warehousing (3,876 peers)
- +6.8%
- assets growth YoY
- 87×
- vs typical plan assets (national mean)
Ilwu-Pma Pension Plan's outsized position by total assets
Ilwu-Pma Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,704,079,520 Highest reported value at or above every one 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
Ilwu-Pma Pension Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ilwu-Pma Pension Plan is a mega filing (16,522 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 946068576 · Trustees of Ilwu-Pma Pension Plan PY 2022 · Defined Benefit (Pension)
Ilwu-Pma Pension Plan · $8.7B · 16,522 · 100th
- PHOTO $8.7B
- IND 16,522
- EOY 100th
- 5500 Defined Benefit (Pension)
- ASSETS near Retirement Plan of International Paper Company
- PCT ind #3864
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 Transportation & Warehousing retirement plans → · Plans in California →
Ilwu-Pma Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8.2B |
|---|---|
| Net Assets (End of Year) | $8.6B |
| Net Income | $629M |
| Employer EIN | 946068576 |
| Plan Effective Date | 1951-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Ilwu-Pma Pension Plan)
Sponsor-wide plan assets over time
All Trustees of Ilwu-Pma Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $10.8B 24.062960318634588% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16,522 | $8.7B |
| 2023 | 1 | 16,365 | $9.7B |
| 2024 | 1 | 15,833 | $10.8B |
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
Scale composition for Ilwu-Pma Pension Plan
Ilwu-Pma Pension Plan reports $8.7B in end-of-year assets across 16,522 participants (0.071% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $526,818 per participant (3.8x the national average assets-per-participant) . Net income for plan year 2022 was $629M.
This plan identity (EIN 946068576, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.7B to $10.8B (+24.1%) while covered participants moved from 16,522 to 15,833 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 16,522 | $8.7B | This page |
| 2023 | 16,365 | $9.7B | Open filing |
| 2024 · index core | 15,833 | $10.8B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ilwu-Pma Pension Plan (Defined Benefit (Pension), $10.8B, 15,833 participants)
Ilwu-Pma Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Retirement Plan of International Paper Company in TN ($8.8B); by covered participants it is Corning Incorporated Pension Plan in NY (16,541 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8.7B here).
- Retirement Plan of International Paper Company (TN) $8.8B · 20,914
- Fca US LLC UAW Pension Agreement (MI) $8.6B · 14,563
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations (MA) $9.1B · 55,495
- Ng Space&mission Systems Corp Salaried Pension Pla (VA) $8.1B · 7,799
Similar participant headcount
Nearest other-state filings by covered participants (16,522 participants); asset peers above are excluded.
- Corning Incorporated Pension Plan (NY) 16,541 · 19 off
- Yale-New Haven Hospital Cash Account Pension Plan (CT) 16,544 · 22 off
- IBM Personal Pension Plan (NY) 16,431 · 91 off
- Navy Federal Credit Union Employees' Retirement Plan (VA) 16,288 · 234 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.