401(k) · DOL Form 5500 · 2023

International Longshore and Warehouse Union 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
50
Participants Small participant base
53rd
Percentile by assets National rank
$156,461
Avg per participant Above avg balance/head
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Official DOL plan name: Ilwu 401(k) Savings Plan · Sponsored by International Longshore and Warehouse Union · California · Other Services

$8M in assets, 50 participants

International Longshore and Warehouse Union's Ilwu 401(k) Savings Plan reported $8M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,713 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Ilwu 401(k) Savings Plan ranks #5,713 of 7,857 2023 filers by assets (257% of the sector average)-$8M for 50 participants.

#5,713
in Other Services (7,857 peers)
+22.3%
assets growth YoY

Ilwu 401(k) Savings Plan's mid-pack asset rank among Other Services and all filers

Ilwu 401(k) Savings Plan vs every filed plan by assets

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

$7,823,025 Top 47% higher than 53% 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

Ilwu 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ilwu 401(k) Savings Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ilwu 401(k) Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ilwu 401(k) Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Ilwu 401(k) Savings Plan reported participants rose from 44 in the plan year 2022 filing to 50 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 940577594 · International Longshore and Warehouse Union PY 2023 · 401(k)

Ilwu 401(k) Savings Plan · $8M · 50 · 53rd

  • EOY $8M
  • 5500 50
  • ASSETS 53rd
  • PCT 401(k)
  • EIN near Dolfintech 401(k) Plan
  • RANK ind #5713

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 →

Ilwu 401(k) Savings Plan in the asset neighbourhood

Ilwu 401(k) Savings Plan$8MDolfintech 401(k) Plan$8MAlma Plantation Profit Sharing 401(k) PlanAlma Plantation Profit Shari…$8MNortheastern Envelope Company, Employees' Profit Sharing TrustNortheastern Envelope Compan…$8MConley Rose, P.C. Savings & Profit Sharing Plan for AssociatesConley Rose, P.C. Savings & …$8M
End-of-year total assets ($M) among Ilwu 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN940577594
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (International Longshore and Warehouse Union)

Sponsor-wide plan assets over time

All International Longshore and Warehouse Union plans reported in each filing year

Latest sponsor-wide plan assets
$46M 19.69608930174486% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.1M $45.6M ▲ +19.7%
Year Plans Participants Total Assets
2022 2 90 $38M
2023 2 95 $42M
2024 2 96 $46M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ilwu 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ilwu 401(k) Savings Plan, Total assets ($B): 0.007823025 · Participants: 50Ilwu 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Ilwu 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ilwu 401(k) Savings Plan side-by-side with 3 peers →

Ilwu 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dolfintech 401(k) Plan in TX ($8M); by covered participants it is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Ilwu 401(k) Savings Plan assets move in 2023? ▼
Ilwu 401(k) Savings Plan grew sharply - up 22.3% during 2023, from $6M to $8M. Reported net income was $1M.
How have International Longshore and Warehouse Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), International Longshore and Warehouse Union's sponsor-wide assets grew 19.7%, from $38M to $46M.
Which 401(k) plans are similar in size to Ilwu 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dolfintech 401(k) Plan in TX ($8M, 674 participants).
Which 401(k) plans cover a similar participant headcount to Ilwu 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants, $8M 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 940577594.

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.