Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, Western Conference of Teamsters Pension Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
10,355
Participants Very large workforce
91st
Percentile by assets National rank
$8,943
Avg per participant Low balance/head
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Official DOL plan name: Western Conference of Teamsters Supp Benefit Plan · Sponsored by Board of Trustees, Western Conference of Teamsters · California · Transportation & Warehousing

$93M in assets, 10,355 participants

Board of Trustees, Western Conference of Teamsters's Western Conference of Teamsters Supp Benefit Plan reported $93M in total assets and 10,355 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,975 in Transportation & Warehousing (3,362 peers)

Coverage in California

Western Conference of Teamsters Supp Benefit Plan covers 10,355 participants in California, 16x the typical California plan (state average ~630 per filing). Assets: $93M.

#2,975
in Transportation & Warehousing (3,362 peers)
+7.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Western Conference of Teamsters Supp Benefit Plan's outsized position by total assets

Western Conference of Teamsters Supp Benefit Plan vs every filed plan by assets

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

$92,605,812 Top 9% higher than 91% 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

Western Conference of Teamsters Supp Benefit Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Conference of Teamsters Supp Benefit Plan is a mega filing (10,355 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Conference of Teamsters Supp Benefit Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Western Conference of Teamsters Supp Benefit Plan end-of-year assets rose from $86M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Western Conference of Teamsters Supp Benefit Plan reported participants fell from 10,846 in the plan year 2022 filing to 10,355 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953746907 · Board of Trustees, Western Conference of Teamsters PY 2023 · Defined Benefit (Pension)

Western Conference of Teamsters Supp Benefit Plan · $93M · 10,355 · 91st

  • ASSETS $93M
  • PCT 10,355
  • EIN 91st
  • RANK Defined Benefit (Pension)
  • PHOTO near O & G Industries, Inc. Defined Benefit Pension Plan
  • IND ind #2975

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 →

Western Conference of Teamsters Supp Benefit Plan in the asset neighbourhood

Good Shepherd Rehabilitation Hospital Employees' Pension PlanGood Shepherd Rehabilitation…$93MThe Defined Retirement Plan of Usmx/Nysa/CccscThe Defined Retirement Plan …$93MWestern Conference of Teamsters Supp Benefit PlanWestern Conference of Teamst…$93MO & G Industries, Inc. Defined Benefit Pension PlanO & G Industries, Inc. Defin…$93MRetirement Plan for Employees of South Jersey Industries, Inc.Retirement Plan for Employee…$93M
End-of-year total assets ($M) among Western Conference of Teamsters Supp Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$86M
Net Income$7M
Employer EIN953746907
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Western Conference of Teamsters)

Sponsor-wide plan assets over time

All Board of Trustees, Western Conference of Teamsters plans reported in each filing year

Latest sponsor-wide plan assets
$78M 8.955467437782474% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $85.9M $78.2M ▼ -9.0%
Year Plans Participants Total Assets
2022 1 10,846 $86M
2023 1 10,355 $93M
2024 1 9,871 $78M

Nearby Defined Benefit (Pension) Plans in California

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

Western Conference of Teamsters Supp Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -10010203040 Total assets ($B) Participants Western Conference of Teamsters Supp Benefit Plan, Total assets ($B): 0.092605812 · Participants: 10355Western Conference of Teamsters Supp Benefit 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
Western Conference of Teamsters Supp Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Western Conference of Teamsters Supp Benefit Plan side-by-side with 3 peers →

Scale composition for Western Conference of Teamsters Supp Benefit Plan

Western Conference of Teamsters Supp Benefit Plan reports $93M in end-of-year assets across 10,355 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $8,943 per participant (6% of the national average assets-per-participant) . Net income for plan year 2023 was $7M.

This plan identity (EIN 953746907, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $86M to $78M (-9.0%) while covered participants moved from 10,846 to 9,871 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,846 $86M Open filing
2023 10,355 $93M This page
2024 · index core 9,871 $78M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Western Conference of Teamsters Supp Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is O & G Industries, Inc. Defined Benefit Pension Plan in CT ($93M); by covered participants it is Ohio Carpenters' Pension Plan in MI (10,351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10,355 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 Western Conference of Teamsters Supp Benefit Plan assets move in 2023? ▼
Western Conference of Teamsters Supp Benefit Plan grew at a solid clip - up 7.9% during 2023, from $86M to $93M. Reported net income was $7M.
How have Board of Trustees, Western Conference of Teamsters plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Western Conference of Teamsters's sponsor-wide assets declined 9.0%, from $86M to $78M.
Where does Western Conference of Teamsters Supp Benefit Plan rank by assets among Form 5500 filers? ▼
Western Conference of Teamsters Supp Benefit Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Western Conference of Teamsters Supp Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is O & G Industries, Inc. Defined Benefit Pension Plan in CT ($93M, 163 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Western Conference of Teamsters Supp Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ohio Carpenters' Pension Plan in MI (10,351 participants, $2.2B 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 953746907.

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.