Defined Benefit (Pension) · DOL Form 5500 · 2024

Intl Longshore & Warehouse Union Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
48
Participants Small participant base
80th
Percentile by assets National rank
$760,267
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union · Sponsored by Intl Longshore & Warehouse Union · California · Other Services

$36M in assets, 48 participants

Intl Longshore & Warehouse Union's Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union reported $36M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,972 in Other Services (7,719 peers)

Where Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union sits by assets

Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union sits in the top quartile of all filed plans by assets, $36M for 48 participants (~$760,267/participant), up 6.1% in 2024.

#6,972
in Other Services (7,719 peers)
+6.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union's outsized position by total assets

Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union vs every filed plan by assets

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

$36,492,819 Top 20% higher than 80% 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

Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union reported participants rose from 45 in the plan year 2023 filing to 48 in the plan year 2024 filing.
  • Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union end-of-year assets rose from $34M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 940577594 · Intl Longshore & Warehouse Union PY 2024 · Defined Benefit (Pension)

Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union · $36M · 48 · 80th

  • ASSETS $36M
  • PCT 48
  • EIN 80th
  • RANK Defined Benefit (Pension)
  • PHOTO near Restated Salaried Retirement Plan
  • IND ind #6972

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 Other Services retirement plans → · Plans in California →

Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union in the asset neighbourhood

Cotton Incorporated Pension PlanCotton Incorporated Pension …$37MRestated Salaried Retirement PlanRestated Salaried Retirement…$37MPension Plan for Officers & Professional Staff of Intl Longshore & Warehouse UnionPension Plan for Officers & …$36MAvadian Credit Union Defined Benefit PlanAvadian Credit Union Defined…$36MThe Stebbins Engineering and Manufacturing Company Retirement PlanThe Stebbins Engineering and…$36M
End-of-year total assets ($M) among Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$36M
Net Income$2M
Employer EIN940577594
Plan Effective Date1961-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intl Longshore & Warehouse Union)

Sponsor-wide plan assets over time

All Intl Longshore & Warehouse Union plans reported in each filing year

Latest sponsor-wide plan assets
$46M 19.69608930174486% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.1M $45.6M ▲ +19.7%
Year Plans Participants Total Assets
2022 2 90 $38M
2023 2 95 $42M
2024 2 96 $46M

Nearby Defined Benefit (Pension) Plans in California

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

Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union, Total assets ($B): 0.036492819 · Participants: 48Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse UnionKaiser 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
Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union side-by-side with 3 peers →

Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Restated Salaried Retirement Plan in OH ($37M); by covered participants it is The Retirement Plan for Employees of the Estate of Thomas O'connor in TX (48 participants). Same-state nearby plans are listed separately above.

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 Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union assets move in 2024? ▼
Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union grew at a solid clip - up 6.1% during 2024, from $34M to $36M. Reported net income was $2M.
How have Intl Longshore & Warehouse Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intl Longshore & Warehouse Union's sponsor-wide assets grew 19.7%, from $38M to $46M.
Where does Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union rank by assets among Form 5500 filers? ▼
Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union ranks in the 80th 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 Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Restated Salaried Retirement Plan in OH ($37M, 17 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Retirement Plan for Employees of the Estate of Thomas O'connor in TX (48 participants, $64M 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 940577594.

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.