Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Opeiu Locals 30 & 537 Pension Plan
Data updated 2026-08-11
- $137M
- Total assets
- 627
- Participants
- 93rd
- Percentile by assets
- $218,647
- Avg per participant
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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $137M
- total plan assets (2023 EOY)
- 627
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $218,647
- avg assets per participant
Where Opeiu Locals 30 & 537 Retirement Fund sits 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
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.
Opeiu Locals 30 & 537 Retirement Fund vs the 2023 asset distribution
By assets, Opeiu Locals 30 & 537 Retirement Fund outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
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)
| 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.
Opeiu Locals 30 & 537 Retirement Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Opeiu Locals 30 & 537 Retirement Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Opeiu Locals 30 & 537 Retirement Fund assets move in 2023? ▼
How have Board of Trustees, Opeiu Locals 30 & 537 plan assets changed over time? ▼
Where does Opeiu Locals 30 & 537 Retirement Fund rank by assets among Form 5500 filers? ▼
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Next read for Opeiu Locals 30 & 537 Retirement Fund
Scale reading
Ways to act on Opeiu Locals 30 & 537 Retirement Fund's numbers.
- By total assets, Opeiu Locals 30 & 537 Retirement Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Board of Trustees, Opeiu Locals 30 & 537's sponsor-wide assets have grown 13.9% since 2022 across 3 plan years on file. More Administrative & Support Services plans