401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$8M
Total assets Small plan by assets
33
Participants Small participant base
51st
Percentile by assets National rank
$246,016
Avg per participant Above avg balance/head
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Official DOL plan name: Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees · Sponsored by The Trustees of the Ilwu-Pma Welfare Plan · California · Finance & Insurance

$8M in assets, 33 participants

The Trustees of the Ilwu-Pma Welfare Plan's Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees reported $8M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,045 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 Collectively Bargained Employees at $8M / 33 participants.

#3,045
in Finance & Insurance (8,549 peers)
+17.4%
assets growth YoY

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

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

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

$8,118,529 Top 49% higher than 51% 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 Collectively Bargained 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 Collectively Bargained Employees is a small filing (33 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 Collectively Bargained Employees reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees reported participants rose from 31 in the plan year 2023 filing to 33 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

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

Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees · $8M · 33 · 51st

  • BOY $8M
  • BOY 33
  • BOY 51st
  • BOY 401(k)
  • BOY near Absolute Group 401(k) Plan
  • BOY ind #3045

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 Collectively Bargained Employees in the asset neighbourhood

Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained EmployeesIlwu-Pma Benefit Plans 401(k…$8MAbsolute Group 401(k) Plan$8MDesiderata Inc. Retirement PlanDesiderata Inc. Retirement P…$8MG&a 401(k) Profit Sharing PlanG&a 401(k) Profit Sharing Pl…$8MLoadsmart, Inc. 401(k) Plan$8M
End-of-year total assets ($M) among Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained 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)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN946068578
Plan Effective Date1999-05-01
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 Collectively Bargained Employees vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees, Total assets ($B): 0.008118529 · Participants: 33Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained 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 Collectively Bargained Employees vs. nearby 401(k) plans in California, assets vs. participants
Compare Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Absolute Group 401(k) Plan in IA ($8M); by covered participants it is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Collectively Bargained Employees assets move in 2024? ▼
Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees grew sharply - up 17.4% during 2024, from $7M to $8M. Reported net income was $1M.
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 Collectively Bargained Employees? ▼
Among 401(k) plans in other states, the closest by assets is Absolute Group 401(k) Plan in IA ($8M, 286 participants).
Which 401(k) plans cover a similar participant headcount to Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants, N/A 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.