Profit Sharing · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$9M
Total assets
204
Participants
57th
Percentile by assets
$46,242
Avg per participant
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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.

  • 57th percentile by assets (of 127,072 plans)
  • #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.

$9M
total plan assets (2023 EOY)
204
covered participants
57th
percentile by assets (of 127,072 plans)
$46,242
avg assets per participant

Where Labor Alliance Savings Trust Fund sits by total assets

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 $2,010,000,000 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

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 →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Labor Alliance Savings Trust Fund reports 204 participants - about 32% of that state average ($9M EOY assets).

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)

$8M$9M$10M$11M 202220232024 $8.33M $10.3M ▲ +23.8%
Total plan assets by year, all Board of Trustees of Labor Alliance Savings Trust Fund plans on file
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

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 Savin…Intel Retirement Con…Scpmg Keogh PlanMotion Picture Indus…Memorialcare Retirem…Disney Retirement Sa…
Labor Alliance Savings Trust Fund vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Labor Alliance Savings Trust Fund by total assets, not by location.

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).

Filing takeaways

Ways to act on Labor Alliance Savings Trust Fund's numbers.