Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, Steelworkers Western Independent Pension Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
471
Participants Below avg headcount
93rd
Percentile by assets National rank
$262,259
Avg per participant Above avg balance/head
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Official DOL plan name: Steelworkers Western Independent Shops Pension Plan · Sponsored by Board of Trustees, Steelworkers Western Independent · California · Manufacturing

$124M in assets, 471 participants

Board of Trustees, Steelworkers Western Independent's Steelworkers Western Independent Shops Pension Plan reported $124M in total assets and 471 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,597 in Manufacturing (18,722 peers)

Where Steelworkers Western Independent Shops Pension Plan sits by assets

Steelworkers Western Independent Shops Pension Plan sits in the top 10% of all filed plans by assets, $124M for 471 participants (~$262,259/participant), up 11.3% in 2023.

#16,597
in Manufacturing (18,722 peers)
+11.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Steelworkers Western Independent Shops Pension Plan's outsized position by total assets

Steelworkers Western Independent Shops Pension Plan vs every filed plan by assets

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

$123,524,097 Top 7% higher than 93% 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

Steelworkers Western Independent Shops Pension Plan 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. Steelworkers Western Independent Shops Pension Plan sits mid-pack in the medium band (471 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steelworkers Western Independent Shops Pension Plan reported net income rose from $4M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Steelworkers Western Independent Shops Pension Plan reported participants rose from 416 in the plan year 2022 filing to 471 in the plan year 2023 filing.
  • Steelworkers Western Independent Shops Pension Plan end-of-year assets rose from $111M in the plan year 2022 filing to $124M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 900169564 · Board of Trustees, Steelworkers Western Independent PY 2023 · Defined Benefit (Pension)

Steelworkers Western Independent Shops Pension Plan · $124M · 471 · 93rd

  • 5500 $124M
  • 5500 471
  • 5500 93rd
  • 5500 Defined Benefit (Pension)
  • 5500 near Rudin Management Co.Inc. Employees' Pension Trust
  • 5500 ind #16597

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 →

Steelworkers Western Independent Shops Pension Plan in the asset neighbourhood

Bangor Hydro Electric Company Pension PlanBangor Hydro Electric Compan…$124MExelon Corporation Pension Plan for Bargaining Unit EmployeesExelon Corporation Pension P…$124MRudin Management Co.Inc. Employees' Pension TrustRudin Management Co.Inc. Emp…$124MSteelworkers Western Independent Shops Pension PlanSteelworkers Western Indepen…$124MPlumbers Local Union No. 200 Pension FundPlumbers Local Union No. 200…$123M
End-of-year total assets ($M) among Steelworkers Western Independent Shops Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$123M
Net Income$13M
Employer EIN900169564
Plan Effective Date1967-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Steelworkers Western Independent)

Sponsor-wide plan assets over time

All Board of Trustees, Steelworkers Western Independent plans reported in each filing year

Latest sponsor-wide plan assets
$132M 18.650237925082592% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $111M $132M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 416 $111M
2023 1 471 $124M
2024 1 505 $132M

Nearby Defined Benefit (Pension) Plans in California

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

Steelworkers Western Independent Shops Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Steelworkers Western Independent Shops Pension Plan, Total assets ($B): 0.123524097 · Participants: 471Steelworkers Western Independent Shops Pension 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
Steelworkers Western Independent Shops Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Steelworkers Western Independent Shops Pension Plan side-by-side with 3 peers →

Steelworkers Western Independent Shops Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Rudin Management Co.Inc. Employees' Pension Trust in NY ($124M); by covered participants it is Brown-Forman Corporation Hourly Employees Retirement Plan in KY (471 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (471 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 Steelworkers Western Independent Shops Pension Plan assets move in 2023? ▼
Steelworkers Western Independent Shops Pension Plan grew at a solid clip - up 11.3% during 2023, from $111M to $124M. Reported net income was $13M.
How have Board of Trustees, Steelworkers Western Independent plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Steelworkers Western Independent's sponsor-wide assets grew 18.7%, from $111M to $132M.
Where does Steelworkers Western Independent Shops Pension Plan rank by assets among Form 5500 filers? ▼
Steelworkers Western Independent Shops Pension Plan ranks in the 93rd 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 Steelworkers Western Independent Shops Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rudin Management Co.Inc. Employees' Pension Trust in NY ($124M, 137 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Steelworkers Western Independent Shops Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Brown-Forman Corporation Hourly Employees Retirement Plan in KY (471 participants, $51M 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 900169564.

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.