Defined Benefit (Pension) · DOL Form 5500 · 2023

UAW Local 509 Pension Plan

Data updated 2026-08-25

$257K
Total assets Small plan by assets: N/A
Participants Small participant base: 12th
Percentile by assets National rank

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Official DOL plan name: UAW Local 509 Supplemental Defined Benefit Plan · Sponsored by UAW Local 509 · California · Other Services

$257K in assets, N/A participants

UAW Local 509's UAW Local 509 Supplemental Defined Benefit Plan reported $257K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

#2,126 in Other Services (7,857 peers)

What the 2023 filing shows

UAW Local 509 Supplemental Defined Benefit Plan holds $257K for N/A participants, among the smaller plans by assets on file.

#2,126
in Other Services (7,857 peers): -4.8%
assets change YoY

The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

UAW Local 509 Supplemental Defined Benefit Plan among the smaller filed plans by assets

UAW Local 509 Supplemental Defined Benefit Plan vs every filed plan by assets

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

$256,700 12th percentile higher than 12% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

UAW Local 509 Supplemental Defined Benefit Plan reported net income rose from -$24K in the plan year 2022 filing to -$13K in the plan year 2023 filing.
UAW Local 509 Supplemental Defined Benefit Plan end-of-year assets fell from $270K in the plan year 2022 filing to $257K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954501869 · UAW Local 509 PY 2023 · Defined Benefit (Pension)

UAW Local 509 Supplemental Defined Benefit Plan · $257K · N/A · 12th

EBSA $257K
EBSA N/A
EBSA 12th
EBSA Defined Benefit (Pension)
EBSA near National Machinery LLC Retirement Plan and Trust
EBSA ind #2126

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 Other Services retirement plans → · Plans in California →

End-of-year total assets ($M) among UAW Local 509 Supplemental Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$270K
Net Assets (End of Year)	$257K
Net Income	-$13K
Employer EIN	954501869
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (UAW Local 509)

Latest sponsor-wide plan assets: $244K 9.594942810003152% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$270K
2023	1	N/A	$257K
2024	1	N/A	$244K

Nearby Defined Benefit (Pension) Plans in California

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

UAW Local 509 Supplemental Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $33.5B · 127,356
Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
Disney Salaried Pension Plan D $10.1B · 10,813

Compare UAW Local 509 Supplemental Defined Benefit Plan side-by-side with 3 peers →

UAW Local 509 Supplemental Defined Benefit Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is National Machinery LLC Retirement Plan and Trust in OH at $251K (this filing: $257K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($257K here).

National Machinery LLC Retirement Plan and Trust (OH) $251K · 52
Paul Mueller Company Contract Employees Retirement Plan (MO) $265K · 87
Paintmakers Local 1310 Pension Plan (NJ) $248K · N/A
Local 413 Pension Trust Fund (NY) $266K · N/A

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 UAW Local 509 Supplemental Defined Benefit Plan assets move in 2023? ▼

UAW Local 509 Supplemental Defined Benefit Plan edged down modestly - down 4.8% during 2023, from $270K to $257K. Reported net income was -$13K.

How have UAW Local 509 plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), UAW Local 509's sponsor-wide assets declined 9.6%, from $270K to $244K.

Where does UAW Local 509 Supplemental Defined Benefit Plan rank by assets among Form 5500 filers? ▼

UAW Local 509 Supplemental Defined Benefit Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to UAW Local 509 Supplemental Defined Benefit Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is National Machinery LLC Retirement Plan and Trust in OH ($251K, 52 participants).

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 954501869.