Defined Benefit (Pension) · DOL Form 5500 · 2023

Metal Trades Industry Pension Plan Pension Plan

Data updated 2026-08-25

$284K
Total assets Small plan by assets: N/A
Participants Small participant base: 13th
Percentile by assets National rank

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Official DOL plan name: Metal Trades Industry Pension Plan · Sponsored by Metal Trades Industry Pension Plan · California · Manufacturing

$284K in assets, N/A participants

Metal Trades Industry Pension Plan's Metal Trades Industry Pension Plan reported $284K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

#966 in Manufacturing (18,722 peers)

Metal Trades Industry Pension Plan multi-year trail

Metal Trades Industry Pension Plan's plans moved -12.6% in assets from 2022 to 2023; this filing shows Metal Trades Industry Pension Plan at $284K / N/A participants.

#966
in Manufacturing (18,722 peers): -12.6%
assets change YoY

The plan reported a net loss of $72K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Metal Trades Industry Pension Plan among the smaller filed plans by assets

Metal Trades Industry Pension Plan vs every filed plan by assets

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

$284,193 13th percentile higher than 13% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Metal Trades Industry Pension Plan reported net income fell from $32K in the plan year 2022 filing to -$72K in the plan year 2023 filing.
Metal Trades Industry Pension Plan end-of-year assets fell from $325K in the plan year 2022 filing to $284K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 516031408 · Metal Trades Industry Pension Plan PY 2023 · Defined Benefit (Pension)

Metal Trades Industry Pension Plan · $284K · N/A · 13th

EOY $284K
5500 N/A
ASSETS 13th
PCT Defined Benefit (Pension)
EIN near Stevens Institute of Technology No. 660 Pension Plan
RANK ind #966

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 →

End-of-year total assets ($M) among Metal Trades Industry Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Metal Trades Industry Pension Plan multi-year asset trail

Latest sponsor-wide plan assets: $284K 12.616496271811823% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$325K
2023	1	N/A	$284K

Metal Trades Industry Pension Plan filing trail (2023)

Total Assets (Beginning of Year)	$325K
Net Assets (End of Year)	$207K
Net Income	-$72K
Employer EIN	516031408
Plan Effective Date	1962-11-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Metal Trades Industry Pension Plan 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 Metal Trades Industry Pension Plan side-by-side with 3 peers →

Metal Trades Industry Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is Stevens Institute of Technology No. 660 Pension Plan in NJ at $281K (this filing: $284K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($284K here).

Stevens Institute of Technology No. 660 Pension Plan (NJ) $281K · 5
Core Development Company, LLC Defined Benefit Pension Plan (NY) $288K · 5
Robert Gold Consulting Inc. Retirement Plan and Trust (NY) $289K · N/A
Oceanside Traders LLC Defined Benefit Plan (NJ) $278K · 11

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 Metal Trades Industry Pension Plan assets move in 2023? ▼

Metal Trades Industry Pension Plan pulled back noticeably - down 12.6% during 2023, from $325K to $284K. Reported net income was -$72K.

How have Metal Trades Industry Pension Plan plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Metal Trades Industry Pension Plan's sponsor-wide assets declined 12.6%, from $325K to $284K.

Where does Metal Trades Industry Pension Plan rank by assets among Form 5500 filers? ▼

Metal Trades Industry Pension Plan ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Metal Trades Industry Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Stevens Institute of Technology No. 660 Pension Plan in NJ ($281K, 5 participants).

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 516031408.