Money Purchase · DOL Form 5500 · 2023

Board of Trustees Western States Insulators and Allied Workers Indiv Money Purchase Plan

Data updated 2026-08-25

$443M
Total assets Above avg plan size
6,468
Participants Above avg headcount
97th
Percentile by assets National rank
$68,525
Avg per participant Below avg balance/head
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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.

  • #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.

#8,742
in Construction (9,030 peers)
+15.5%
assets growth YoY
4.4×
vs typical plan assets (national mean)

Western States Insulators and Allied Workers Individual Account Plan's outsized position by total assets

Western States Insulators and Allied Workers Individual Account Plan vs every filed plan by assets

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

$443,218,142 Top 3% higher than 97% of 127,068 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 2023

Western States Insulators and Allied Workers Individual Account 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 Individual Account Plan lands in the large band (6,468 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 510155190 · Board of Trustees Western States Insulators and Allied Workers Indiv PY 2023 · Money Purchase

Western States Insulators and Allied Workers Individual Account Plan · $443M · 6,468 · 97th

  • PART $443M
  • PART 6,468
  • PART 97th
  • PART Money Purchase
  • PART near The Association of University Physicians Pension Plan
  • PART ind #8742

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 Individual Account Plan in the asset neighbourhood

Western States Insulators and Allied Workers Individual Account PlanWestern States Insulators an…$443MThe Association of University Physicians Pension PlanThe Association of Universit…$437MSkadden Arps Slate Meagher & Flom Retirement PlanSkadden Arps Slate Meagher &…$433M112/73 Retirement Plan NECA-IBEW112/73 Retirement Plan NECA-…$421MAnnuity Fd of the Electrical Industry of Long IslandAnnuity Fd of the Electrical…$420M
End-of-year total assets ($M) among Western States Insulators and Allied Workers Individual Account Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$384M
Net Assets (End of Year)$443M
Net Income$59M
Employer EIN510155190
Plan Effective Date1982-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Western States Insulators and Allied Workers Indiv)

Sponsor-wide plan assets over time

All Board of Trustees Western States Insulators and Allied Workers Indiv plans reported in each filing year

Latest sponsor-wide plan assets
$979M 20.76583919968805% vs 2022
2024 filing year
$700M$800M$900M$1,000M 202220232024 $810M $979M ▲ +20.8%
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 Scatter plot of 6 data points. 010000200003000040000 02468 Total assets ($B) Participants Western States Insulators and Allied Workers Individual Account Plan, Total assets ($B): 0.443218142 · Participants: 6468Western States Insulators and Allied Workers Individual Account PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Western States Insulators and Allied Workers Individual Account Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Western States Insulators and Allied Workers Individual Account Plan side-by-side with 3 peers →

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 Individual Account Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is The Association of University Physicians Pension Plan in WA ($437M); by covered participants it is The Children's Mercy Hospital Retirement Plan in MO (6,519 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,468 participants); asset peers above are excluded.

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 Western States Insulators and Allied Workers Individual Account Plan assets move in 2023? ▼
Western States Insulators and Allied Workers Individual Account Plan grew sharply - up 15.5% during 2023, from $384M to $443M. Reported net income was $59M.
How have Board of Trustees Western States Insulators and Allied Workers Indiv plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Western States Insulators and Allied Workers Indiv's sponsor-wide assets grew 20.8%, from $810M to $979M.
Where does Western States Insulators and Allied Workers Individual Account Plan rank by assets among Form 5500 filers? ▼
Western States Insulators and Allied Workers Individual Account 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 Money Purchase plans are similar in size to Western States Insulators and Allied Workers Individual Account Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Association of University Physicians Pension Plan in WA ($437M, 2,598 participants).
Which Money Purchase plans cover a similar participant headcount to Western States Insulators and Allied Workers Individual Account Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Children's Mercy Hospital Retirement Plan in MO (6,519 participants, $503M in assets).

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.

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.