401(k) · DOL Form 5500 · 2024

The Trustees of the Ilwu-Pma Welfare Plan 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
25
Participants Small participant base
58th
Percentile by assets National rank
$452,958
Avg per participant High balance/head
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Official DOL plan name: Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees · Sponsored by The Trustees of the Ilwu-Pma Welfare Plan · California · Finance & Insurance

$11M in assets, 25 participants

The Trustees of the Ilwu-Pma Welfare Plan's Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees reported $11M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,619 in Finance & Insurance (8,549 peers)

The Trustees of the Ilwu-Pma Welfare Plan multi-year trail

The Trustees of the Ilwu-Pma Welfare Plan's plans moved +32.6% in assets from 2022 to 2024; this filing shows Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees at $11M / 25 participants.

#3,619
in Finance & Insurance (8,549 peers)
+0.0%
assets growth YoY

Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees's mid-pack asset rank among Finance & Insurance and all filers

Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,323,943 Top 42% higher than 58% of 123,620 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 2024

Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees reported net income fell from $2M in the plan year 2023 filing to $3K in the plan year 2024 filing.
  • Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees reported participants fell from 26 in the plan year 2023 filing to 25 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 946068578 · The Trustees of the Ilwu-Pma Welfare Plan PY 2024 · 401(k)

Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees · $11M · 25 · 58th

  • EIN $11M
  • EIN 25
  • EIN 58th
  • EIN 401(k)
  • EIN near Broad Reach of Chatham, Inc. 401(k) Plan
  • EIN ind #3619

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 Finance & Insurance retirement plans → · Plans in California →

Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees in the asset neighbourhood

Ilwu-Pma Benefit Plans 401(k) Plan for Management EmployeesIlwu-Pma Benefit Plans 401(k…$11MBroad Reach of Chatham, Inc. 401(k) PlanBroad Reach of Chatham, Inc.…$11MPeg Companies 401(k) Plan$11MTackle.Io, Inc. 401(k) Plan$11MElectrical Workers Local No. 294 401(k) PlanElectrical Workers Local No.…$11M
End-of-year total assets ($M) among Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Trustees of the Ilwu-Pma Welfare Plan multi-year asset trail

Sponsor-wide plan assets over time

All The Trustees of the Ilwu-Pma Welfare Plan plans reported in each filing year

Latest sponsor-wide plan assets
$19M 32.59703143173083% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.7M $19.4M ▲ +32.6%
Year Plans Participants Total Assets
2022 2 55 $15M
2023 2 57 $18M
2024 2 58 $19M

The Trustees of the Ilwu-Pma Welfare Plan filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$3K
Employer EIN946068578
Plan Effective Date1997-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees, Total assets ($B): 0.011323943 · Participants: 25Ilwu-Pma Benefit Plans 401(k) Plan for Management EmployeesGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees vs. nearby 401(k) plans in California, assets vs. participants
Compare Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees side-by-side with 3 peers →

Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Broad Reach of Chatham, Inc. 401(k) Plan in MA ($11M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees assets move in 2024? ▼
Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees held essentially flat - up 0.0% during 2024, from $11M to $11M. Reported net income was $3K.
How have The Trustees of the Ilwu-Pma Welfare Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Trustees of the Ilwu-Pma Welfare Plan's sponsor-wide assets grew 32.6%, from $15M to $19M.
Which 401(k) plans are similar in size to Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees? ▼
Among 401(k) plans in other states, the closest by assets is Broad Reach of Chatham, Inc. 401(k) Plan in MA ($11M, 307 participants).
Which 401(k) plans cover a similar participant headcount to Ilwu-Pma Benefit Plans 401(k) Plan for Management Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 946068578.

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.