Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Opeiu Locals 30 & 537 Pension Plan
Data updated 2026-08-25
- $137M
- Total assets Near avg plan size
- 627
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $218,647
- Avg per participant Above avg balance/head
Official DOL plan name: Opeiu Locals 30 & 537 Retirement Fund · Sponsored by Board of Trustees, Opeiu Locals 30 & 537 · California · Administrative & Support Services
$137M in assets, 627 participants
Board of Trustees, Opeiu Locals 30 & 537's Opeiu Locals 30 & 537 Retirement Fund reported $137M in total assets and 627 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #4,224 in Administrative & Support Services (4,372 peers)
Where Opeiu Locals 30 & 537 Retirement Fund sits by assets
Opeiu Locals 30 & 537 Retirement Fund sits in the top 10% of all filed plans by assets, $137M for 627 participants (~$218,647/participant), up 3.0% in 2023.
- #4,224
- in Administrative & Support Services (4,372 peers)
- +3.0%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Opeiu Locals 30 & 537 Retirement Fund's outsized position by total assets
Opeiu Locals 30 & 537 Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$137,091,664 Top 7% higher than 93% 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
Opeiu Locals 30 & 537 Retirement Fund among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Opeiu Locals 30 & 537 Retirement Fund sits mid-pack in the medium band (627 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Opeiu Locals 30 & 537 Retirement Fund reported net income rose from -$14M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Opeiu Locals 30 & 537 Retirement Fund reported participants rose from 601 in the plan year 2022 filing to 627 in the plan year 2023 filing.
- Opeiu Locals 30 & 537 Retirement Fund end-of-year assets rose from $133M in the plan year 2022 filing to $137M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 956072309 · Board of Trustees, Opeiu Locals 30 & 537 PY 2023 · Defined Benefit (Pension)
Opeiu Locals 30 & 537 Retirement Fund · $137M · 627 · 93rd
- TYPE $137M
- NET 627
- BOOK 93rd
- VS-ST Defined Benefit (Pension)
- BOY near Contractors Laborers Teamsters & Engineers Pension Plan
- SCH ind #4224
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 Administrative & Support Services retirement plans → · Plans in California →
Opeiu Locals 30 & 537 Retirement Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $133M |
|---|---|
| Net Assets (End of Year) | $137M |
| Net Income | $4M |
| Employer EIN | 956072309 |
| Plan Effective Date | 1962-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Opeiu Locals 30 & 537)
Sponsor-wide plan assets over time
All Board of Trustees, Opeiu Locals 30 & 537 plans reported in each filing year
- Latest sponsor-wide plan assets
- $152M 13.918116748357424% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 601 | $133M |
| 2023 | 1 | 627 | $137M |
| 2024 | 1 | 578 | $152M |
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
Opeiu Locals 30 & 537 Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Contractors Laborers Teamsters & Engineers Pension Plan in NE ($137M); by covered participants it is The Associated Press Consolidated Retirement Plan in NY (627 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137M here).
- Contractors Laborers Teamsters & Engineers Pension Plan (NE) $137M · 926
- Bridgestone Americas, Inc. Retirement Plan (TN) $137M · 1,909
- Laborers District Council Pension and Disability Trust Fund No. 2 (MD) $137M · 1,809
- Watlow Group Pension Plan (MO) $137M · 465
Similar participant headcount
Nearest other-state filings by covered participants (627 participants); asset peers above are excluded.
- The Associated Press Consolidated Retirement Plan (NY) 627 · 0 off
- Wood County Hospital Retirement Plan (OH) 627 · 0 off
- Baton Rouge Sheet Metal Workers Pension Fund (LA) 626 · 1 off
- Willis North America Inc. Pension Plan (TN) 626 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.