Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of W. States Insulators & Allied Workers Pension Fund Pension Plan
Data updated 2026-08-25
- $468M
- Total assets Above avg plan size
- 3,325
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $140,859
- Avg per participant Near avg balance/head
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.
- #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.
- #8,758
- in Construction (9,030 peers)
- +9.8%
- assets growth YoY
- 4.7×
- vs typical plan assets (national mean)
Western States Insulators and Allied Workers' Pension Plan's outsized position by total assets
Western States Insulators and Allied Workers' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$468,355,919 Top 3% higher than 97% 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
Western States Insulators and Allied Workers' Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western States Insulators and Allied Workers' Pension Plan lands in the large band (3,325 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
EBSA filing schedule strip
Filing strip 510155190 · Trustees of W. States Insulators & Allied Workers Pension Fund PY 2023 · Defined Benefit (Pension)
Western States Insulators and Allied Workers' Pension Plan · $468M · 3,325 · 97th
- EIN $468M
- RANK 3,325
- PHOTO 97th
- IND Defined Benefit (Pension)
- EOY near Morgan, Lewis & Bockius LLP Cash Balance Plan
- 5500 ind #8758
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 Construction retirement plans → · Plans in California →
Western States Insulators and Allied Workers' Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trustees of W. States Insulators & Allied Workers Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $979M 20.76583919968805% vs 2022
- 2024 filing year
| 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.
- 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
Western States Insulators and Allied Workers' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Morgan, Lewis & Bockius LLP Cash Balance Plan in PA ($468M); by covered participants it is Ibt Consolidated Pension Plan in WA (3,326 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($468M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,325 participants); asset peers above are excluded.
- Ibt Consolidated Pension Plan (WA) 3,326 · 1 off
- Ball Corporation Consolidated Hourly Pension Plan (CO) 3,327 · 2 off
- United States Steel Corporation Plan for Employee Pension Benefits (Revision of 2003) (PA) 3,317 · 8 off
- Wellstar Health System, Inc. Active Employees Retirement Plan a (GA) 3,333 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.