Defined Benefit (Pension) · DOL Form 5500 · 2023
Bank of the West Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 1,616
- Participants Near avg headcount
Official DOL plan name: United California Bank Retirement Plan · Sponsored by Bank of the West · Illinois · Finance & Insurance
N/A in assets, 1,616 participants
Bank of the West's United California Bank Retirement Plan reported N/A in total assets and 1,616 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Illinois
United California Bank Retirement Plan covers 1,616 participants in Illinois, 2.1x the typical Illinois plan (state average ~779 per filing). Assets: N/A.
- -$3M
- reported net income
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.
United California Bank Retirement 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. United California Bank Retirement Plan lands in the large band (1,616 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United California Bank Retirement Plan reported net income rose from -$97M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- United California Bank Retirement Plan reported participants fell from 1,765 in the plan year 2022 filing to 1,616 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 940475440 · Bank of the West PY 2023 · Defined Benefit (Pension)
United California Bank Retirement Plan · N/A · 1,616
- ASSETS N/A
- PCT 1,616
- EIN PY 2023
- RANK Defined Benefit (Pension)
- PHOTO near Nbt Bancorp Inc. Defined Benefit Pension Plan
- IND 2.1× state
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 Finance & Insurance retirement plans → · Plans in Illinois →
Illinois filing particulars
| Total Assets (Beginning of Year) | $347M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$3M |
| Employer EIN | 940475440 |
| Plan Effective Date | 1971-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bank of the West)
Sponsor-wide plan assets over time
All Bank of the West plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,078 | $1.7B |
| 2023 | 2 | 10,957 | N/A |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
United California Bank Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Illinois, the nearest Defined Benefit (Pension) by covered participants is Nbt Bancorp Inc. Defined Benefit Pension Plan in NY (1,615 participants; this filing: 1,616 participants).
Similar participant headcount
Nearest other-state filings by covered participants (1,616 participants); asset peers above are excluded.
- Nbt Bancorp Inc. Defined Benefit Pension Plan (NY) 1,615 · 1 off
- Aramco U.S. Retirement Income Plan (TX) 1,618 · 2 off
- Retail, Wholesale & Department Store International Union and Industry Pension Fund (AL) 1,611 · 5 off
- Msa Pension Plan (PA) 1,611 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.