Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, the UAW Labor-Management Group Pension Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
1,433
Participants Near avg headcount
88th
Percentile by assets National rank
$48,953
Avg per participant Low balance/head
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Official DOL plan name: The UAW Labor-Management Group Pension Plan · Sponsored by Board of Trustees, the UAW Labor-Management Group · California · Manufacturing

$70M in assets, 1,433 participants

Board of Trustees, the UAW Labor-Management Group's The UAW Labor-Management Group Pension Plan reported $70M in total assets and 1,433 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #14,564 in Manufacturing (17,777 peers)

Coverage in California

The UAW Labor-Management Group Pension Plan covers 1,433 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $70M.

#14,564
in Manufacturing (17,777 peers)
+2.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The UAW Labor-Management Group Pension Plan's outsized position by total assets

The UAW Labor-Management Group Pension Plan vs every filed plan by assets

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

$70,150,194 Top 12% higher than 88% 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

The UAW Labor-Management Group Pension Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The UAW Labor-Management Group Pension Plan lands in the large band (1,433 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The UAW Labor-Management Group Pension Plan reported net income rose from $859K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The UAW Labor-Management Group Pension Plan reported participants rose from 1,122 in the plan year 2023 filing to 1,433 in the plan year 2024 filing.
  • The UAW Labor-Management Group Pension Plan end-of-year assets rose from $69M in the plan year 2023 filing to $70M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 516099782 · Board of Trustees, the UAW Labor-Management Group PY 2024 · Defined Benefit (Pension)

The UAW Labor-Management Group Pension Plan · $70M · 1,433 · 88th

  • TYPE $70M
  • NET 1,433
  • BOOK 88th
  • VS-ST Defined Benefit (Pension)
  • BOY near Local 808 Ibt Pension Plan
  • SCH ind #14564

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 →

The UAW Labor-Management Group Pension Plan in the asset neighbourhood

Rally Credit Union Defined Benefit PlanRally Credit Union Defined B…$70MLocal 808 Ibt Pension Plan$70MThe UAW Labor-Management Group Pension PlanThe UAW Labor-Management Gro…$70MWolters Kluwer Cch, Springhouse and Waverly Pension PlanWolters Kluwer Cch, Springho…$70MCash Balance Retirement Plan for Non-Union Employees of Butler Memorial HospitalCash Balance Retirement Plan…$70M
End-of-year total assets ($M) among The UAW Labor-Management Group Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$70M
Net Income$1M
Employer EIN516099782
Plan Effective Date1972-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, the UAW Labor-Management Group)

Sponsor-wide plan assets over time

All Board of Trustees, the UAW Labor-Management Group plans reported in each filing year

Latest sponsor-wide plan assets
$70M 2.004645291786862% vs 2023
2024 filing year
$68.5M$69M$69.5M$70M$70.5M 20232024 $68.8M $70.2M ▲ +2.0%
Year Plans Participants Total Assets
2023 1 1,122 $69M
2024 1 1,433 $70M

Nearby Defined Benefit (Pension) Plans in California

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

The UAW Labor-Management Group Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The UAW Labor-Management Group Pension Plan, Total assets ($B): 0.070150194 · Participants: 1433The UAW Labor-Management Group Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
The UAW Labor-Management Group Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare The UAW Labor-Management Group Pension Plan side-by-side with 3 peers →

The UAW Labor-Management Group Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Local 808 Ibt Pension Plan in NY ($70M); by covered participants it is Ilwu (Hawaii) Employers General Pension Plan in HI (1,434 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,433 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 The UAW Labor-Management Group Pension Plan assets move in 2024? ▼
The UAW Labor-Management Group Pension Plan edged up modestly - up 2.0% during 2024, from $69M to $70M. Reported net income was $1M.
How have Board of Trustees, the UAW Labor-Management Group plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Board of Trustees, the UAW Labor-Management Group's sponsor-wide assets grew 2.0%, from $69M to $70M.
Where does The UAW Labor-Management Group Pension Plan rank by assets among Form 5500 filers? ▼
The UAW Labor-Management Group Pension Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The UAW Labor-Management Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 808 Ibt Pension Plan in NY ($70M, 618 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The UAW Labor-Management Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ilwu (Hawaii) Employers General Pension Plan in HI (1,434 participants, $91M 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 516099782.

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.