Defined Benefit (Pension) · DOL Form 5500 · 2023

Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension Pension Plan

Data updated 2026-08-11

$112M
Total assets: 115
Participants: 92nd
Percentile by assets: $974,395
Avg per participant

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.

92nd percentile by assets (of 127,072 plans)
#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.

$112M
total plan assets (2023 EOY): 115
covered participants: 92nd
percentile by assets (of 127,072 plans): $974,395
avg assets per participant

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.

See the national 2022→2023 release diff →

State

California

Industry

Manufacturing

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Cmta-Gmpp & Allied Workers Local 164b Pension Trust reports 115 participants - about 18% of that state average ($112M EOY assets).

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)

Total plan assets by year, all Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension plans on file

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.

Cmta-Gmpp & Allied Workers Local 164b Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

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

Compare Cmta-Gmpp & Allied Workers Local 164b Pe… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Cmta-Gmpp & Allied Workers Local 164b Pension Trust by total assets, not by location.

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

Frequently Asked Questions

How did Cmta-Gmpp & Allied Workers Local 164b Pension Trust assets move in 2023? ▼

Cmta-Gmpp & Allied Workers Local 164b Pension Trust grew sharply - up 25.1% during 2023, from $90M to $112M. Reported net income was $23M.

How have Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension's sponsor-wide assets grew 31.5%, from $90M to $118M.

Where does Cmta-Gmpp & Allied Workers Local 164b Pension Trust rank by assets among Form 5500 filers? ▼

Cmta-Gmpp & Allied Workers Local 164b Pension Trust ranks in the 92nd 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 Cmta-Gmpp & Allied Workers Local 164b Pension Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund in MD ($112M, 341 participants).

Next read for Cmta-Gmpp & Allied Workers Local 164b Pe…

Filing takeaways

Ways to act on Cmta-Gmpp & Allied Workers Local 164b Pension Trust's numbers.

By total assets, Cmta-Gmpp & Allied Workers Local 164b Pension Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension's sponsor-wide assets have grown 31.5% since 2022 across 3 plan years on file. More Manufacturing plans

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 946129501.