Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of Ilwu-Pma Pension Plan Pension Plan
Data updated 2026-08-25
- $9.7B
- Total assets Very large vs avg
- 16,365
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $593,393
- Avg per participant High balance/head
Official DOL plan name: Ilwu-Pma Pension Plan · Sponsored by Trustees of Ilwu-Pma Pension Plan · California · Transportation & Warehousing
$9.7B in assets, 16,365 participants
Trustees of Ilwu-Pma Pension Plan's Ilwu-Pma Pension Plan reported $9.7B in total assets and 16,365 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #3,349 in Transportation & Warehousing (3,362 peers)
Coverage in California
Ilwu-Pma Pension Plan covers 16,365 participants in California, 26x the typical California plan (state average ~630 per filing). Assets: $9.7B.
- #3,349
- in Transportation & Warehousing (3,362 peers)
- +11.6%
- assets growth YoY
- 97×
- vs typical plan assets (national mean)
Ilwu-Pma Pension Plan's outsized position by total assets
Ilwu-Pma Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,710,883,559 Highest reported value at or above every one 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
Ilwu-Pma Pension 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. Ilwu-Pma Pension Plan is a mega filing (16,365 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ilwu-Pma Pension Plan reported net income rose from $629M in the plan year 2022 filing to $1.0B in the plan year 2023 filing.
- Ilwu-Pma Pension Plan end-of-year assets rose from $8.7B in the plan year 2022 filing to $9.7B in the plan year 2023 filing.
- Ilwu-Pma Pension Plan reported participants fell from 16,522 in the plan year 2022 filing to 16,365 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 946068576 · Trustees of Ilwu-Pma Pension Plan PY 2023 · Defined Benefit (Pension)
Ilwu-Pma Pension Plan · $9.7B · 16,365 · 100th
- PHOTO $9.7B
- IND 16,365
- EOY 100th
- 5500 Defined Benefit (Pension)
- ASSETS near UPS Pension Plan
- PCT ind #3349
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 →
Ilwu-Pma Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8.7B |
|---|---|
| Net Assets (End of Year) | $9.7B |
| Net Income | $1.0B |
| Employer EIN | 946068576 |
| Plan Effective Date | 1951-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Ilwu-Pma Pension Plan)
Sponsor-wide plan assets over time
All Trustees of Ilwu-Pma Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $10.8B 24.062960318634588% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16,522 | $8.7B |
| 2023 | 1 | 16,365 | $9.7B |
| 2024 | 1 | 15,833 | $10.8B |
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
Scale composition for Ilwu-Pma Pension Plan
Ilwu-Pma Pension Plan reports $9.7B in end-of-year assets across 16,365 participants (0.079% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $593,393 per participant (4.3x the national average assets-per-participant) . Net income for plan year 2023 was $1.0B.
This plan identity (EIN 946068576, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.7B to $10.8B (+24.1%) while covered participants moved from 16,522 to 15,833 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 16,522 | $8.7B | Open filing |
| 2023 | 16,365 | $9.7B | This page |
| 2024 · index core | 15,833 | $10.8B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ilwu-Pma Pension Plan (Defined Benefit (Pension), $10.8B, 15,833 participants)
Ilwu-Pma Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is UPS Pension Plan in GA ($9.7B); by covered participants it is John Deere Pension Plan for Salaried Employees in IL (16,346 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9.7B here).
- UPS Pension Plan (GA) $9.7B · 153,217
- Caterpillar Inc. Retirement Income Plan (TX) $9.8B · 12,138
- Retirement Security Plan (VA) $10.2B · 54,171
- Merck US Pension Plan (NJ) $10.2B · 25,223
Similar participant headcount
Nearest other-state filings by covered participants (16,365 participants); asset peers above are excluded.
- John Deere Pension Plan for Salaried Employees (IL) 16,346 · 19 off
- Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct (NY) 16,390 · 25 off
- Navy Federal Credit Union Employees' Retirement Plan (VA) 16,494 · 129 off
- The Prudential Merged Retirement Plan (NJ) 16,230 · 135 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.