Defined Benefit (Pension) · DOL Form 5500 · 2023

Iron Workers Regional Shop Local Union 855 Pension Trust Pension Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
338
Participants Below avg headcount
89th
Percentile by assets National rank
$221,566
Avg per participant Above avg balance/head
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Official DOL plan name: Iron Workers Regional Shop Local Union No 855 Pension Trust · Sponsored by Iron Workers Regional Shop Local Union 855 Pension Trust · California · Manufacturing

$75M in assets, 338 participants

Iron Workers Regional Shop Local Union 855 Pension Trust's Iron Workers Regional Shop Local Union No 855 Pension Trust reported $75M in total assets and 338 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,720 in Manufacturing (18,722 peers)

Where Iron Workers Regional Shop Local Union No 855 Pension Trust sits by assets

Iron Workers Regional Shop Local Union No 855 Pension Trust sits in the top quartile of all filed plans by assets, $75M for 338 participants (~$221,566/participant), up 0.4% in 2023.

#15,720
in Manufacturing (18,722 peers)
+0.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Iron Workers Regional Shop Local Union No 855 Pension Trust's outsized position by total assets

Iron Workers Regional Shop Local Union No 855 Pension Trust vs every filed plan by assets

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

$74,889,318 Top 11% higher than 89% 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

Iron Workers Regional Shop Local Union No 855 Pension Trust 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. Iron Workers Regional Shop Local Union No 855 Pension Trust sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iron Workers Regional Shop Local Union No 855 Pension Trust reported net income fell from $3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Iron Workers Regional Shop Local Union No 855 Pension Trust reported participants fell from 356 in the plan year 2022 filing to 338 in the plan year 2023 filing.
  • Iron Workers Regional Shop Local Union No 855 Pension Trust end-of-year assets rose from $75M in the plan year 2022 filing to $75M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 940012049 · Iron Workers Regional Shop Local Union 855 Pension Trust PY 2023 · Defined Benefit (Pension)

Iron Workers Regional Shop Local Union No 855 Pension Trust · $75M · 338 · 89th

  • IND $75M
  • IND 338
  • IND 89th
  • IND Defined Benefit (Pension)
  • IND near Dallasnews Corporation Pension Plan II
  • IND ind #15720

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 Manufacturing retirement plans → · Plans in California →

Iron Workers Regional Shop Local Union No 855 Pension Trust in the asset neighbourhood

Debevoise & Plimpton LLP Cash Balance Retirement Plan for PartnersDebevoise & Plimpton LLP Cas…$75M143 IBEW Benefit Funds - Pension Fund143 IBEW Benefit Funds - Pen…$75MDallasnews Corporation Pension Plan IIDallasnews Corporation Pensi…$75MIron Workers Regional Shop Local Union No 855 Pension TrustIron Workers Regional Shop L…$75MDallasnews Corporation Pension Plan IDallasnews Corporation Pensi…$75M
End-of-year total assets ($M) among Iron Workers Regional Shop Local Union No 855 Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$75M
Net Income$1M
Employer EIN940012049
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iron Workers Regional Shop Local Union 855 Pension Trust)

Sponsor-wide plan assets over time

All Iron Workers Regional Shop Local Union 855 Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$108M 6.3211467241868515% vs 2022
2024 filing year
$100M$102M$104M$106M$108M$110M 202220232024 $102M $108M ▲ +6.3%
Year Plans Participants Total Assets
2022 2 2,494 $102M
2023 2 2,440 $104M
2024 2 2,177 $108M

Nearby Defined Benefit (Pension) Plans in California

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

Iron Workers Regional Shop Local Union No 855 Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Iron Workers Regional Shop Local Union No 855 Pension Trust, Total assets ($B): 0.074889318 · Participants: 338Iron Workers Regional Shop Local Union No 855 Pension TrustKaiser 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
Iron Workers Regional Shop Local Union No 855 Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Iron Workers Regional Shop Local Union No 855 Pension Trust side-by-side with 3 peers →

Iron Workers Regional Shop Local Union No 855 Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Dallasnews Corporation Pension Plan II in TX ($75M); by covered participants it is American College of Surgeons Staff Members' Retirement Plan in IL (338 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (338 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 Iron Workers Regional Shop Local Union No 855 Pension Trust assets move in 2023? ▼
Iron Workers Regional Shop Local Union No 855 Pension Trust held essentially flat - up 0.4% during 2023, from $75M to $75M. Reported net income was $1M.
How have Iron Workers Regional Shop Local Union 855 Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iron Workers Regional Shop Local Union 855 Pension Trust's sponsor-wide assets grew 6.3%, from $102M to $108M.
Where does Iron Workers Regional Shop Local Union No 855 Pension Trust rank by assets among Form 5500 filers? ▼
Iron Workers Regional Shop Local Union No 855 Pension Trust ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Iron Workers Regional Shop Local Union No 855 Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dallasnews Corporation Pension Plan II in TX ($75M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iron Workers Regional Shop Local Union No 855 Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American College of Surgeons Staff Members' Retirement Plan in IL (338 participants, $80M 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 940012049.

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.