Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of W. States Insulators & Allied Workers Pension Fund Pension Plan

Data updated 2026-08-11

$468M
Total assets: 3,325
Participants: 97th
Percentile by assets: $140,859
Avg per participant

Official DOL plan name: Western States Insulators and Allied Workers' Pension Plan · Sponsored by Trustees of W. States Insulators & Allied Workers Pension Fund · California · Construction

$468M in assets, 3,325 participants

Trustees of W. States Insulators & Allied Workers Pension Fund's Western States Insulators and Allied Workers' Pension Plan reported $468M in total assets and 3,325 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#8,758 in Construction (9,030 peers)

Coverage in California

Western States Insulators and Allied Workers' Pension Plan covers 3,325 participants in California, 5.3x the typical California plan (state average ~630 per filing). Assets: $468M.

$468M
total plan assets (2023 EOY): 3,325
covered participants: 97th
percentile by assets (of 127,072 plans): $140,859
avg assets per participant

Western States Insulators and Allied Workers' Pension Plan reported net income rose from -$58M in the plan year 2022 filing to $42M in the plan year 2023 filing.
Western States Insulators and Allied Workers' Pension Plan end-of-year assets rose from $427M in the plan year 2022 filing to $468M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Construction

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Western States Insulators and Allied Workers' Pension Plan reports 3,325 participants - 5.3x that state average ($468M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$427M
Net Assets (End of Year)	$468M
Net Income	$42M
Employer EIN	510155190
Plan Effective Date	1959-11-20
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of W. States Insulators & Allied Workers Pension Fund)

Total plan assets by year, all Trustees of W. States Insulators & Allied Workers Pension Fund plans on file

Year	Plans	Participants	Total Assets
2022	2	9,766	$810M
2023	2	9,793	$912M
2024	2	9,853	$979M

Nearby Defined Benefit (Pension) Plans in California

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

Western States Insulators and Allied Workers' Pension 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 Western States Insulators and Allied Wor… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Western States Insulators and Allied Workers' Pension Plan by total assets, not by location.

Morgan, Lewis & Bockius LLP Cash Balance Plan (PA) $468M · 938
Ashland Hercules Pension Plan II (KY) $469M · 57
American United Life Insurance Company Employees Retirement Plan and Trust (IN) $468M · 2,002
Wk Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Plan (MI) $470M · 1,367

Frequently Asked Questions

How did Western States Insulators and Allied Workers' Pension Plan assets move in 2023? ▼

Western States Insulators and Allied Workers' Pension Plan grew at a solid clip - up 9.8% during 2023, from $427M to $468M. Reported net income was $42M.

How have Trustees of W. States Insulators & Allied Workers Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of W. States Insulators & Allied Workers Pension Fund's sponsor-wide assets grew 20.8%, from $810M to $979M.

Where does Western States Insulators and Allied Workers' Pension Plan rank by assets among Form 5500 filers? ▼

Western States Insulators and Allied Workers' Pension Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Western States Insulators and Allied Workers' Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Morgan, Lewis & Bockius LLP Cash Balance Plan in PA ($468M, 938 participants).

Next read for Western States Insulators and Allied Wor…

Filing takeaways

Ways to act on Western States Insulators and Allied Workers' Pension Plan's numbers.

By total assets, Western States Insulators and Allied Workers' Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
Trustees of W. States Insulators & Allied Workers Pension Fund's sponsor-wide assets have grown 20.8% since 2022 across 3 plan years on file. More Construction plans

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 510155190.