Money Purchase · DOL Form 5500 · 2023
Board of Trustees Western States Insulators and Allied Workers Indiv Money Purchase Plan
Data updated 2026-08-11
- $443M
- Total assets
- 6,468
- Participants
- 97th
- Percentile by assets
- $68,525
- Avg per participant
Official DOL plan name: Western States Insulators and Allied Workers Individual Account Plan · Sponsored by Board of Trustees Western States Insulators and Allied Workers Indiv · California · Construction
$443M in assets, 6,468 participants
Board of Trustees Western States Insulators and Allied Workers Indiv's Western States Insulators and Allied Workers Individual Account Plan reported $443M in total assets and 6,468 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)
- #8,742 in Construction (9,030 peers)
Coverage in California
Western States Insulators and Allied Workers Individual Account Plan covers 6,468 participants in California, 10x the typical California plan (state average ~630 per filing). Assets: $443M.
- $443M
- total plan assets (2023 EOY)
- 6,468
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $68,525
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Western States Insulators and Allied Workers Individual Account Plan reported net income rose from -$58M in the plan year 2022 filing to $59M in the plan year 2023 filing.
- Western States Insulators and Allied Workers Individual Account Plan end-of-year assets rose from $384M in the plan year 2022 filing to $443M in the plan year 2023 filing.
- Western States Insulators and Allied Workers Individual Account Plan reported participants rose from 6,434 in the plan year 2022 filing to 6,468 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Western States Insulators and Allied Workers Individual Account Plan reports 6,468 participants - 10x that state average ($443M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $384M |
|---|---|
| Net Assets (End of Year) | $443M |
| Net Income | $59M |
| Employer EIN | 510155190 |
| Plan Effective Date | 1982-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Western States Insulators and Allied Workers Indiv)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9,766 | $810M |
| 2023 | 2 | 9,793 | $912M |
| 2024 | 2 | 9,853 | $979M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Western States Insulators and Allied Workers Individual Account Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Scale composition for Western States Insulators and Allied Workers Individual Account Plan
Western States Insulators and Allied Workers Individual Account Plan reports $443M in end-of-year assets across 6,468 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $68,525 per participant (50% of the national average assets-per-participant) . Net income for plan year 2023 was $59M.
This plan identity (EIN 510155190, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $384M to $487M (+26.9%) while covered participants moved from 6,434 to 6,552 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,434 | $384M | Open filing |
| 2023 | 6,468 | $443M | This page |
| 2024 · index core | 6,552 | $487M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Western States Insulators and Allied Workers' Pension Plan (Defined Benefit (Pension), $492M, 3,301 participants)
- Western States Insulators and Allied Workers Individual Account Plan (Money Purchase, $487M, 6,552 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Western States Insulators and Allied Workers Individual Account Plan by total assets, not by location.
- The Association of University Physicians Pension Plan (WA) $437M · 2,598
- Skadden Arps Slate Meagher & Flom Retirement Plan (NY) $433M · 324
- 112/73 Retirement Plan NECA-IBEW (WA) $421M · 5,901
- Annuity Fd of the Electrical Industry of Long Island (NY) $420M · 2,345
Frequently Asked Questions
How did Western States Insulators and Allied Workers Individual Account Plan assets move in 2023? ▼
How have Board of Trustees Western States Insulators and Allied Workers Indiv plan assets changed over time? ▼
Where does Western States Insulators and Allied Workers Individual Account Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Western States Insulators and Allied Workers Individual Account Plan? ▼
Next read for Western States Insulators and Allied Wor…
Filing takeaways
Ways to act on Western States Insulators and Allied Workers Individual Account Plan's numbers.
- By total assets, Western States Insulators and Allied Workers Individual Account Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees Western States Insulators and Allied Workers Indiv's sponsor-wide assets have grown 20.8% since 2022 across 3 plan years on file. More Construction plans