Profit Sharing · DOL Form 5500 · 2023

Board of Trustees of Labor Alliance Savings Trust Fund Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
204
Participants Below avg headcount
57th
Percentile by assets National rank
$46,242
Avg per participant Low balance/head
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Official DOL plan name: Labor Alliance Savings Trust Fund · Sponsored by Board of Trustees of Labor Alliance Savings Trust Fund · California · Transportation & Warehousing

$9M in assets, 204 participants

Board of Trustees of Labor Alliance Savings Trust Fund's Labor Alliance Savings Trust Fund reported $9M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,950 in Transportation & Warehousing (3,362 peers)

Coverage in California

Labor Alliance Savings Trust Fund covers 204 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $9M.

#1,950
in Transportation & Warehousing (3,362 peers)
+13.2%
assets growth YoY

Labor Alliance Savings Trust Fund's mid-pack asset rank among Transportation & Warehousing and all filers

Labor Alliance Savings Trust Fund vs every filed plan by assets

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

$9,433,287 Top 43% higher than 57% 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

Labor Alliance Savings Trust 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. Labor Alliance Savings Trust Fund sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Labor Alliance Savings Trust Fund reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Labor Alliance Savings Trust Fund end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Labor Alliance Savings Trust Fund reported participants rose from 194 in the plan year 2022 filing to 204 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943217574 · Board of Trustees of Labor Alliance Savings Trust Fund PY 2023 · Profit Sharing

Labor Alliance Savings Trust Fund · $9M · 204 · 57th

  • TYPE $9M
  • TYPE 204
  • TYPE 57th
  • TYPE Profit Sharing
  • TYPE near Pasquinelli Produce Co. Profit Sharing Plan
  • TYPE ind #1950

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 Transportation & Warehousing retirement plans → · Plans in California →

Labor Alliance Savings Trust Fund in the asset neighbourhood

Wehco Video Profit Sharing PlanWehco Video Profit Sharing P…$9MLabor Alliance Savings Trust FundLabor Alliance Savings Trust…$9MPasquinelli Produce Co. Profit Sharing PlanPasquinelli Produce Co. Prof…$9MAnco Engineering, Inc. Profit Sharing PlanAnco Engineering, Inc. Profi…$9MBank of Denver Profit Sharing Plan & TrustBank of Denver Profit Sharin…$9M
End-of-year total assets ($M) among Labor Alliance Savings Trust Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN943217574
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Labor Alliance Savings Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Labor Alliance Savings Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$10M 23.79640879859469% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.33M $10.3M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 194 $8M
2023 1 204 $9M
2024 1 233 $10M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Labor Alliance Savings Trust Fund vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Labor Alliance Savings Trust Fund, Total assets ($B): 0.009433287 · Participants: 204Labor Alliance Savings Trust FundIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Labor Alliance Savings Trust Fund vs. nearby Profit Sharing plans in California, assets vs. participants

Labor Alliance Savings Trust Fund's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Pasquinelli Produce Co. Profit Sharing Plan in AZ ($9M); by covered participants it is IBEW Local Union No 237 Annuity Fund in NY (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Labor Alliance Savings Trust Fund assets move in 2023? ▼
Labor Alliance Savings Trust Fund grew at a solid clip - up 13.2% during 2023, from $8M to $9M. Reported net income was $1M.
How have Board of Trustees of Labor Alliance Savings Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Labor Alliance Savings Trust Fund's sponsor-wide assets grew 23.8%, from $8M to $10M.
Which Profit Sharing plans are similar in size to Labor Alliance Savings Trust Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Pasquinelli Produce Co. Profit Sharing Plan in AZ ($9M, 361 participants).
Which Profit Sharing plans cover a similar participant headcount to Labor Alliance Savings Trust Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is IBEW Local Union No 237 Annuity Fund in NY (204 participants, $20M in assets).