Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, Steelworkers Western Independent Pension Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
416
Participants Below avg headcount
93rd
Percentile by assets National rank
$266,711
Avg per participant High balance/head
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Official DOL plan name: Steelworkers Western Independent Shops Pension Plan · Sponsored by Board of Trustees, Steelworkers Western Independent · California · Manufacturing

$111M in assets, 416 participants

Board of Trustees, Steelworkers Western Independent's Steelworkers Western Independent Shops Pension Plan reported $111M in total assets and 416 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,478 in Manufacturing (20,602 peers)

Where Steelworkers Western Independent Shops Pension Plan sits by assets

Steelworkers Western Independent Shops Pension Plan sits in the top 10% of all filed plans by assets, $111M for 416 participants (~$266,711/participant), up 3.7% in 2022.

#18,478
in Manufacturing (20,602 peers)
+3.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Steelworkers Western Independent Shops Pension Plan's outsized position by total assets

Steelworkers Western Independent Shops Pension Plan vs every filed plan by assets

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

$110,951,732 Top 7% higher than 93% 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

Steelworkers Western Independent Shops Pension Plan 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. Steelworkers Western Independent Shops Pension Plan sits mid-pack in the medium band (416 participants).

Published 5500 schedule card

Filing strip 900169564 · Board of Trustees, Steelworkers Western Independent PY 2022 · Defined Benefit (Pension)

Steelworkers Western Independent Shops Pension Plan · $111M · 416 · 93rd

  • PART $111M
  • TYPE 416
  • NET 93rd
  • BOOK Defined Benefit (Pension)
  • VS-ST near Msg Entertainment Holdings, LLC Cash Balance Pension Plan
  • BOY ind #18478

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 →

Steelworkers Western Independent Shops Pension Plan in the asset neighbourhood

Agri-Mark Inc. Pension Plan$111MBuilding Trades Pension Plan of Western PennsylvaniaBuilding Trades Pension Plan…$111MThe Doe Run Resources Corporation Retirement PlanThe Doe Run Resources Corpor…$111MSteelworkers Western Independent Shops Pension PlanSteelworkers Western Indepen…$111MMsg Entertainment Holdings, LLC Cash Balance Pension PlanMsg Entertainment Holdings, …$111M
End-of-year total assets ($M) among Steelworkers Western Independent Shops Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$111M
Net Income$4M
Employer EIN900169564
Plan Effective Date1967-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Steelworkers Western Independent)

Sponsor-wide plan assets over time

All Board of Trustees, Steelworkers Western Independent plans reported in each filing year

Latest sponsor-wide plan assets
$132M 18.650237925082592% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $111M $132M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 416 $111M
2023 1 471 $124M
2024 1 505 $132M

Nearby Defined Benefit (Pension) Plans in California

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

Steelworkers Western Independent Shops Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Steelworkers Western Independent Shops Pension Plan, Total assets ($B): 0.110951732 · Participants: 416Steelworkers Western Independent Shops Pension PlanKaiser 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
Steelworkers Western Independent Shops Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Steelworkers Western Independent Shops Pension Plan side-by-side with 3 peers →

Steelworkers Western Independent Shops Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Msg Entertainment Holdings, LLC Cash Balance Pension Plan in NY ($111M); by covered participants it is Independent Health Association Inc Defined Benefit Plan and Trust in NY (416 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (416 participants); asset peers above are excluded.

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 Steelworkers Western Independent Shops Pension Plan assets move in 2022? ▼
Steelworkers Western Independent Shops Pension Plan edged up modestly - up 3.7% during 2022, from $107M to $111M. Reported net income was $4M.
How have Board of Trustees, Steelworkers Western Independent plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Steelworkers Western Independent's sponsor-wide assets grew 18.7%, from $111M to $132M.
Where does Steelworkers Western Independent Shops Pension Plan rank by assets among Form 5500 filers? ▼
Steelworkers Western Independent Shops Pension Plan ranks in the 93rd 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 Steelworkers Western Independent Shops Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Msg Entertainment Holdings, LLC Cash Balance Pension Plan in NY ($111M, 396 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Steelworkers Western Independent Shops Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Independent Health Association Inc Defined Benefit Plan and Trust in NY (416 participants, $83M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 900169564.

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.