Defined Benefit (Pension) · DOL Form 5500 · 2023
Intl Longshore & Warehouse Union Pension Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 45
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $764,211
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union · Sponsored by Intl Longshore & Warehouse Union · California · Other Services
$34M in assets, 45 participants
Intl Longshore & Warehouse Union's Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union reported $34M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #7,133 in Other Services (7,857 peers)
Where Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union sits by assets
Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union sits in the top quartile of all filed plans by assets, $34M for 45 participants (~$764,211/participant), up 8.4% in 2023.
- #7,133
- in Other Services (7,857 peers)
- +8.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union's outsized position by total assets
Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,389,483 Top 19% higher than 81% 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
Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union end-of-year assets rose from $32M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union reported participants fell from 46 in the plan year 2022 filing to 45 in the plan year 2023 filing.
DOL schedule card
Filing strip 940577594 · Intl Longshore & Warehouse Union PY 2023 · Defined Benefit (Pension)
Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union · $34M · 45 · 81st
- BOOK $34M
- VS-ST 45
- BOY 81st
- SCH Defined Benefit (Pension)
- EBSA near Abb Inc. Pension Plan of Fischer & Porter Company
- PART ind #7133
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 →
Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $3M |
| Employer EIN | 940577594 |
| Plan Effective Date | 1961-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Intl Longshore & Warehouse Union)
Sponsor-wide plan assets over time
All Intl Longshore & Warehouse Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 19.69608930174486% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 90 | $38M |
| 2023 | 2 | 95 | $42M |
| 2024 | 2 | 96 | $46M |
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
Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Abb Inc. Pension Plan of Fischer & Porter Company in NC ($34M); by covered participants it is Cosmetic Laboratories, Inc. Cash Balance Plan in TX (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 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.