401(k) · DOL Form 5500 · 2023
The Trustees of the Ilwu-Pma Welfare Plan 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 31
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $223,062
- Avg per participant Above avg balance/head
Official DOL plan name: Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees · Sponsored by The Trustees of the Ilwu-Pma Welfare Plan · California · Finance & Insurance
$7M in assets, 31 participants
The Trustees of the Ilwu-Pma Welfare Plan's Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees reported $7M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #3,227 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 Collectively Bargained Employees at $7M / 31 participants.
- #3,227
- in Finance & Insurance (8,869 peers)
- +27.1%
- assets growth YoY
Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees's mid-pack asset rank among Finance & Insurance and all filers
Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,914,936 Top 49% higher than 51% of 127,068 filed plans
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 Collectively Bargained 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 Collectively Bargained Employees is a small filing (31 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 Collectively Bargained Employees reported net income rose from -$483K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees reported participants fell from 32 in the plan year 2022 filing to 31 in the plan year 2023 filing.
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 Collectively Bargained Employees · $7M · 31 · 51st
- EIN $7M
- RANK 31
- PHOTO 51st
- IND 401(k)
- EOY near Luminex Trading & Analytics, LLC Retirement Savings Plan
- 5500 ind #3227
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 Collectively Bargained Employees in the asset neighbourhood
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
| 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) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 946068578 |
| Plan Effective Date | 1999-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Luminex Trading & Analytics, LLC Retirement Savings Plan in MA ($7M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.