Defined Benefit (Pension) · DOL Form 5500 · 2023

Western Growers Pension Trust Plan a Pension Plan

Data updated 2026-08-25

$929K
Total assets Small plan by assets
N/A
Participants Small participant base
23rd
Percentile by assets National rank
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Official DOL plan name: Western Growers Pension Trust Plan a · Sponsored by Western Growers Pension Trust Plan a · California · Agriculture, Forestry & Fishing

$929K in assets, N/A participants

Western Growers Pension Trust Plan a's Western Growers Pension Trust Plan a reported $929K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #268 in Agriculture, Forestry & Fishing (1,288 peers)

Western Growers Pension Trust Plan a multi-year trail

Western Growers Pension Trust Plan a's plans moved -17.8% in assets from 2022 to 2024; this filing shows Western Growers Pension Trust Plan a at $929K / N/A participants.

#268
in Agriculture, Forestry & Fishing (1,288 peers)
-13.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western Growers Pension Trust Plan a among the smaller filed plans by assets

Western Growers Pension Trust Plan a vs every filed plan by assets

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

$929,246 23rd percentile higher than 23% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Growers Pension Trust Plan a end-of-year assets fell from $1M in the plan year 2022 filing to $929K in the plan year 2023 filing.
  • Western Growers Pension Trust Plan a reported net income rose from -$3M in the plan year 2022 filing to -$3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 956035245 · Western Growers Pension Trust Plan a PY 2023 · Defined Benefit (Pension)

Western Growers Pension Trust Plan a · $929K · N/A · 23rd

  • SCH $929K
  • EBSA N/A
  • PART 23rd
  • TYPE Defined Benefit (Pension)
  • NET near Iracore International, LLC Retirement Income Plan
  • BOOK ind #268

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Western Growers Pension Trust Plan a in the asset neighbourhood

A.N. Deringer, Inc. Restated Pension PlanA.N. Deringer, Inc. Restated…$935KWestern Growers Pension Trust Plan aWestern Growers Pension Trus…$929KIracore International, LLC Retirement Income PlanIracore International, LLC R…$931KSomerset Holdings Group, LLC Cash Balance PlanSomerset Holdings Group, LLC…$931KSouthern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment PlanSouthern Highlands Community…$922K
End-of-year total assets ($M) among Western Growers Pension Trust Plan a and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Western Growers Pension Trust Plan a multi-year asset trail

Sponsor-wide plan assets over time

All Western Growers Pension Trust Plan a plans reported in each filing year

Latest sponsor-wide plan assets
$878K 17.84917664670659% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M 202220232024 $1.07M $0.88M ▼ -17.8%
Year Plans Participants Total Assets
2022 1 N/A $1M
2023 1 N/A $929K
2024 1 N/A $878K

Western Growers Pension Trust Plan a filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$73M
Net Income-$3M
Employer EIN956035245
Plan Effective Date1967-07-15
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Western Growers Pension Trust Plan a vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Western Growers Pension Trust Plan a, Total assets ($B): 0.000929246 · Participants: 0Western Growers Pension Trust Plan aKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Western Growers Pension Trust Plan a vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Western Growers Pension Trust Plan a side-by-side with 3 peers →

Western Growers Pension Trust Plan a's closest out-of-state Defined Benefit (Pension) peers by assets

Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is Iracore International, LLC Retirement Income Plan in MN at $931K (this filing: $929K).

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 Growers Pension Trust Plan a assets move in 2023? ▼
Western Growers Pension Trust Plan a pulled back noticeably - down 13.1% during 2023, from $1M to $929K. Reported net income was -$3M.
How have Western Growers Pension Trust Plan a plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Growers Pension Trust Plan a's sponsor-wide assets declined 17.8%, from $1M to $878K.
Where does Western Growers Pension Trust Plan a rank by assets among Form 5500 filers? ▼
Western Growers Pension Trust Plan a ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Western Growers Pension Trust Plan a? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iracore International, LLC Retirement Income Plan in MN ($931K, 27 participants).

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 956035245.

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.