401(k) · DOL Form 5500 · 2023

The Trustees of the Ilwu-Pma Welfare Plan 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
26
Participants Small participant base
61st
Percentile by assets National rank
$435,440
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees · Sponsored by The Trustees of the Ilwu-Pma Welfare Plan · California · Finance & Insurance

$11M in assets, 26 participants

The Trustees of the Ilwu-Pma Welfare Plan's Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees reported $11M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,077 in Finance & Insurance (8,869 peers)

The Trustees of the Ilwu-Pma Welfare Plan multi-year trail

The Trustees of the Ilwu-Pma Welfare Plan's plans moved +32.6% in assets from 2022 to 2024; this filing shows Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees at $11M / 26 participants.

#4,077
in Finance & Insurance (8,869 peers)
+22.8%
assets growth YoY

Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees's mid-pack asset rank among Finance & Insurance and all filers

Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,321,442 Top 39% higher than 61% of 127,068 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 2023

Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees reported participants rose from 23 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 946068578 · The Trustees of the Ilwu-Pma Welfare Plan PY 2023 · 401(k)

Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees · $11M · 26 · 61st

  • ASSETS $11M
  • ASSETS 26
  • ASSETS 61st
  • ASSETS 401(k)
  • ASSETS near Retirement Savings Plan and Trust of Rao Manufacturing Company
  • ASSETS ind #4077

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 California →

Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees in the asset neighbourhood

Ilwu-Pma Benefit Plans 401(k) Plan for Management EmployeesIlwu-Pma Benefit Plans 401(k…$11MRetirement Savings Plan and Trust of Rao Manufacturing CompanyRetirement Savings Plan and …$11MCatchpoint System, Inc. 401(k) PlanCatchpoint System, Inc. 401(…$11MIndustrious Staffing 401(k) PlanIndustrious Staffing 401(k) …$11MBishop Gadsden Savings & Retirement PlanBishop Gadsden Savings & Ret…$11M
End-of-year total assets ($M) among Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Trustees of the Ilwu-Pma Welfare Plan multi-year asset trail

Sponsor-wide plan assets over time

All The Trustees of the Ilwu-Pma Welfare Plan plans reported in each filing year

Latest sponsor-wide plan assets
$19M 32.59703143173083% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.7M $19.4M ▲ +32.6%
Year Plans Participants Total Assets
2022 2 55 $15M
2023 2 57 $18M
2024 2 58 $19M

The Trustees of the Ilwu-Pma Welfare Plan filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN946068578
Plan Effective Date1997-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees, Total assets ($B): 0.011321442 · Participants: 26Ilwu-Pma Benefit Plans 401(k) Plan for Management EmployeesWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees vs. nearby 401(k) plans in California, assets vs. participants
Compare Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees side-by-side with 3 peers →

Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Retirement Savings Plan and Trust of Rao Manufacturing Company in MN ($11M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees assets move in 2023? ▼
Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees grew sharply - up 22.8% during 2023, from $9M to $11M. Reported net income was $2M.
How have The Trustees of the Ilwu-Pma Welfare Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Trustees of the Ilwu-Pma Welfare Plan's sponsor-wide assets grew 32.6%, from $15M to $19M.
Which 401(k) plans are similar in size to Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Savings Plan and Trust of Rao Manufacturing Company in MN ($11M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 946068578.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.