Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, the UAW Labor-Management Group Pension Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
1,122
Participants Near avg headcount
88th
Percentile by assets National rank
$61,294
Avg per participant Low balance/head
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Official DOL plan name: The UAW Labor-Management Group Pension Plan · Sponsored by Board of Trustees, the UAW Labor-Management Group · California · Manufacturing

$69M in assets, 1,122 participants

Board of Trustees, the UAW Labor-Management Group's The UAW Labor-Management Group Pension Plan reported $69M in total assets and 1,122 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,540 in Manufacturing (18,722 peers)

Where The UAW Labor-Management Group Pension Plan sits by assets

The UAW Labor-Management Group Pension Plan sits in the top quartile of all filed plans by assets, $69M for 1,122 participants (~$61,294/participant), up 1.2% in 2023.

#15,540
in Manufacturing (18,722 peers)
+1.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The UAW Labor-Management Group Pension Plan's outsized position by total assets

The UAW Labor-Management Group Pension Plan vs every filed plan by assets

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

$68,771,568 Top 12% higher than 88% 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

The UAW Labor-Management Group Pension 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. The UAW Labor-Management Group Pension Plan lands in the large band (1,122 participants).

Form 5500 schedule snapshot

Filing strip 516099782 · Board of Trustees, the UAW Labor-Management Group PY 2023 · Defined Benefit (Pension)

The UAW Labor-Management Group Pension Plan · $69M · 1,122 · 88th

  • EOY $69M
  • 5500 1,122
  • ASSETS 88th
  • PCT Defined Benefit (Pension)
  • EIN near Sheet Metal Workers Local 224 Pension Fund
  • RANK ind #15540

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 Manufacturing retirement plans → · Plans in California →

The UAW Labor-Management Group Pension Plan in the asset neighbourhood

IBEW Local 56 Pension Plan$69MThe UAW Labor-Management Group Pension PlanThe UAW Labor-Management Gro…$69MSheet Metal Workers Local 224 Pension FundSheet Metal Workers Local 22…$69MKuakini Health System Retirement PlanKuakini Health System Retire…$69MGlobal Tungsten & Powders Corporation Pension PlanGlobal Tungsten & Powders Co…$68M
End-of-year total assets ($M) among The UAW Labor-Management Group Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$69M
Net Income$859K
Employer EIN516099782
Plan Effective Date1972-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, the UAW Labor-Management Group)

Sponsor-wide plan assets over time

All Board of Trustees, the UAW Labor-Management Group plans reported in each filing year

Latest sponsor-wide plan assets
$70M 2.004645291786862% vs 2023
2024 filing year
$68.5M$69M$69.5M$70M$70.5M 20232024 $68.8M $70.2M ▲ +2.0%
Year Plans Participants Total Assets
2023 1 1,122 $69M
2024 1 1,433 $70M

Nearby Defined Benefit (Pension) Plans in California

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

The UAW Labor-Management Group Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The UAW Labor-Management Group Pension Plan, Total assets ($B): 0.068771568 · Participants: 1122The UAW Labor-Management Group Pension PlanKaiser 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
The UAW Labor-Management Group Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare The UAW Labor-Management Group Pension Plan side-by-side with 3 peers →

The UAW Labor-Management Group Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Local 224 Pension Fund in MI ($69M); by covered participants it is Bemis Retirement Plan in WI (1,122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,122 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 The UAW Labor-Management Group Pension Plan assets move in 2023? ▼
The UAW Labor-Management Group Pension Plan edged up modestly - up 1.2% during 2023, from $68M to $69M. Reported net income was $859K.
How have Board of Trustees, the UAW Labor-Management Group plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Board of Trustees, the UAW Labor-Management Group's sponsor-wide assets grew 2.0%, from $69M to $70M.
Where does The UAW Labor-Management Group Pension Plan rank by assets among Form 5500 filers? ▼
The UAW Labor-Management Group Pension Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The UAW Labor-Management Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal Workers Local 224 Pension Fund in MI ($69M, 270 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The UAW Labor-Management Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bemis Retirement Plan in WI (1,122 participants, $251M 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 516099782.

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.