Defined Benefit (Pension) · DOL Form 5500 · 2023
Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension Pension Plan
Data updated 2026-08-25
- $112M
- Total assets Near avg plan size
- 115
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $974,395
- Avg per participant High balance/head
Official DOL plan name: Cmta-Gmpp & Allied Workers Local 164b Pension Trust · Sponsored by Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension · California · Manufacturing
$112M in assets, 115 participants
Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension's Cmta-Gmpp & Allied Workers Local 164b Pension Trust reported $112M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,443 in Manufacturing (18,722 peers)
Coverage in California
Cmta-Gmpp & Allied Workers Local 164b Pension Trust covers 115 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $112M.
- #16,443
- in Manufacturing (18,722 peers)
- +25.1%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Cmta-Gmpp & Allied Workers Local 164b Pension Trust's outsized position by total assets
Cmta-Gmpp & Allied Workers Local 164b Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$112,055,468 Top 8% higher than 92% 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
Cmta-Gmpp & Allied Workers Local 164b 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. Cmta-Gmpp & Allied Workers Local 164b Pension Trust sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cmta-Gmpp & Allied Workers Local 164b Pension Trust reported net income rose from -$275K in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Cmta-Gmpp & Allied Workers Local 164b Pension Trust end-of-year assets rose from $90M in the plan year 2022 filing to $112M in the plan year 2023 filing.
- Cmta-Gmpp & Allied Workers Local 164b Pension Trust reported participants rose from 103 in the plan year 2022 filing to 115 in the plan year 2023 filing.
DOL schedule card
Filing strip 946129501 · Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension PY 2023 · Defined Benefit (Pension)
Cmta-Gmpp & Allied Workers Local 164b Pension Trust · $112M · 115 · 92nd
- TYPE $112M
- NET 115
- BOOK 92nd
- VS-ST Defined Benefit (Pension)
- BOY near Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund
- SCH ind #16443
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 →
Cmta-Gmpp & Allied Workers Local 164b Pension Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $112M |
| Net Income | $23M |
| Employer EIN | 946129501 |
| Plan Effective Date | 1960-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension)
Sponsor-wide plan assets over time
All Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 31.49291467109334% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $90M |
| 2023 | 1 | 115 | $112M |
| 2024 | 1 | 100 | $118M |
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
Cmta-Gmpp & Allied Workers Local 164b Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund in MD ($112M); by covered participants it is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($112M here).
- Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund (MD) $112M · 341
- Loop LLC Employees' Retirement Plan (LA) $112M · 180
- Sullivan & Cromwell LLP Employees' Pension Plan (NY) $112M · 200
- Retirement Plan for Associates and Staff Employees of Curtis, Mallet-Prevost, Colt & Mosle LLP (NY) $112M · 126
Similar participant headcount
Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.
- Retirement Plan for Employees of Diamond V Mills, LLC. (IA) 115 · 0 off
- Intermountain Rural Electric Association Pension Fully Insured (Non-Union) Defined Benefit Plan (CO) 115 · 0 off
- Pima Federal Credit Union Defined Benefit Plan and Trust (AZ) 115 · 0 off
- Kennedy Valve Factory Employees Pension Plan (AL) 115 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.