Defined Benefit (Pension) · DOL Form 5500 · 2022

Jt. Board of Trsutees - Cmta-Gmpp & Allied Workers Local 164b Pension Pension Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
103
Participants Small participant base
92nd
Percentile by assets National rank
$869,445
Avg per participant High balance/head
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Official DOL plan name: Cmta-Gmpp & Allied Workers Local 164b Pension Trust · Sponsored by Jt. Board of Trsutees - Cmta-Gmpp & Allied Workers Local 164b Pension · California · Manufacturing

$90M in assets, 103 participants

Jt. Board of Trsutees - Cmta-Gmpp & Allied Workers Local 164b Pension's Cmta-Gmpp & Allied Workers Local 164b Pension Trust reported $90M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,130 in Manufacturing (20,602 peers)

Coverage in California

Cmta-Gmpp & Allied Workers Local 164b Pension Trust covers 103 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $90M.

#18,130
in Manufacturing (20,602 peers)
-3.7%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $275K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cmta-Gmpp & Allied Workers Local 164b Pension Trust's outsized position by total assets

Cmta-Gmpp & Allied Workers Local 164b Pension Trust vs every filed plan by assets

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

$89,552,794 Top 8% higher than 92% 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

Cmta-Gmpp & Allied Workers Local 164b Pension Trust 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. Cmta-Gmpp & Allied Workers Local 164b Pension Trust sits mid-pack in the medium band (103 participants).

DOL schedule card

Filing strip 946129501 · Jt. Board of Trsutees - Cmta-Gmpp & Allied Workers Local 164b Pension PY 2022 · Defined Benefit (Pension)

Cmta-Gmpp & Allied Workers Local 164b Pension Trust · $90M · 103 · 92nd

  • PCT $90M
  • PCT 103
  • PCT 92nd
  • PCT Defined Benefit (Pension)
  • PCT near The New York State Nurses Association Employees' Pension Plan
  • PCT ind #18130

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 Manufacturing retirement plans → · Plans in California →

Cmta-Gmpp & Allied Workers Local 164b Pension Trust in the asset neighbourhood

Allsouth Federal Credit Union Defined Benefit Plan and TrustAllsouth Federal Credit Unio…$90MCmta-Gmpp & Allied Workers Local 164b Pension TrustCmta-Gmpp & Allied Workers L…$90MThe New York State Nurses Association Employees' Pension PlanThe New York State Nurses As…$90MRetirement Plan for National Office and Field Staff Employees of the March of Dimes FoundationRetirement Plan for National…$90MSheet Metal Workers Local No.20 Gary Area PensionSheet Metal Workers Local No…$90M
End-of-year total assets ($M) among Cmta-Gmpp & Allied Workers Local 164b Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$89M
Net Income-$275K
Employer EIN946129501
Plan Effective Date1960-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jt. Board of Trsutees - Cmta-Gmpp & Allied Workers Local 164b Pension)

Sponsor-wide plan assets over time

All Jt. Board of Trsutees - Cmta-Gmpp & Allied Workers Local 164b Pension plans reported in each filing year

Latest sponsor-wide plan assets
$118M 31.49291467109334% vs 2022
2024 filing year
$80M$90M$100M$110M$120M$130M 202220232024 $89.6M $118M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 103 $90M
2023 1 115 $112M
2024 1 100 $118M

Nearby Defined Benefit (Pension) Plans in California

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

Cmta-Gmpp & Allied Workers Local 164b Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Cmta-Gmpp & Allied Workers Local 164b Pension Trust, Total assets ($B): 0.089552794 · Participants: 103Cmta-Gmpp & Allied Workers Local 164b Pension 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
Cmta-Gmpp & Allied Workers Local 164b Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Cmta-Gmpp & Allied Workers Local 164b Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The New York State Nurses Association Employees' Pension Plan in NY ($90M); by covered participants it is Middlesex Water Company Pension Plan in NJ (103 participants). Same-state nearby plans are listed separately above.

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 Cmta-Gmpp & Allied Workers Local 164b Pension Trust assets move in 2022?
Cmta-Gmpp & Allied Workers Local 164b Pension Trust edged down modestly - down 3.7% during 2022, from $93M to $90M. Reported net income was -$275K.
How have Jt. Board of Trsutees - Cmta-Gmpp & Allied Workers Local 164b Pension plan assets changed over time?
Across 3 plan years on file (2022-2024), Jt. Board of Trsutees - Cmta-Gmpp & Allied Workers Local 164b Pension's sponsor-wide assets grew 31.5%, from $90M to $118M.
Where does Cmta-Gmpp & Allied Workers Local 164b Pension Trust rank by assets among Form 5500 filers?
Cmta-Gmpp & Allied Workers Local 164b Pension Trust ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Cmta-Gmpp & Allied Workers Local 164b Pension Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is The New York State Nurses Association Employees' Pension Plan in NY ($90M, 71 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cmta-Gmpp & Allied Workers Local 164b Pension Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Middlesex Water Company Pension Plan in NJ (103 participants, $85M in assets).