Defined Benefit (Pension) · DOL Form 5500 · 2024

Western America Properties, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$554,911
Avg per participant High balance/head
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Official DOL plan name: Western America Properties, Inc. Employees' Pension Plan and Trust · Sponsored by Western America Properties, Inc. · California · Real Estate

$2M in assets, 3 participants

Western America Properties, Inc.'s Western America Properties, Inc. Employees' Pension Plan and Trust reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,121 in Real Estate (4,605 peers)

Western America Properties, Inc. multi-year trail

Western America Properties, Inc.'s plans moved +69.9% in assets from 2022 to 2024; this filing shows Western America Properties, Inc. Employees' Pension Plan and Trust at $2M / 3 participants.

#2,121
in Real Estate (4,605 peers)
+25.0%
assets growth YoY

Western America Properties, Inc. Employees' Pension Plan and Trust among the smaller filed plans by assets

Western America Properties, Inc. Employees' Pension Plan and Trust vs every filed plan by assets

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

$1,664,733 28th percentile higher than 28% 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

Western America Properties, Inc. Employees' Pension Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western America Properties, Inc. Employees' Pension Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western America Properties, Inc. Employees' Pension Plan and Trust reported participants fell from 10 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Western America Properties, Inc. Employees' Pension Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Western America Properties, Inc. Employees' Pension Plan and Trust reported net income fell from $353K in the plan year 2023 filing to $333K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 953782825 · Western America Properties, Inc. PY 2024 · Defined Benefit (Pension)

Western America Properties, Inc. Employees' Pension Plan and Trust · $2M · 3 · 28th

  • EBSA $2M
  • PART 3
  • TYPE 28th
  • NET Defined Benefit (Pension)
  • BOOK near Seth Newman, D.D.S., P.C. Defined Benefit Plan
  • VS-ST ind #2121

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 Real Estate retirement plans → · Plans in California →

Western America Properties, Inc. Employees' Pension Plan and Trust in the asset neighbourhood

Garrett Consulting Cash Balance Plan and TrustGarrett Consulting Cash Bala…$2MWestern America Properties, Inc. Employees' Pension Plan and TrustWestern America Properties, …$2MSeth Newman, D.D.S., P.C. Defined Benefit PlanSeth Newman, D.D.S., P.C. De…$2MChul H. Chai Pension Plan$2MExcel Building Systems, Inc. Defined Benefit Plan and TrustExcel Building Systems, Inc.…$2M
End-of-year total assets ($M) among Western America Properties, Inc. Employees' Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Western America Properties, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Western America Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 69.9399041038137% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.98M $1.66M ▲ +69.4%
Year Plans Participants Total Assets
2022 1 10 $980K
2023 1 10 $1M
2024 1 3 $2M

Western America Properties, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$333K
Employer EIN953782825
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Western America Properties, Inc. Employees' Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Western America Properties, Inc. Employees' Pension Plan and Trust, Total assets ($B): 0.001664733 · Participants: 3Western America Properties, Inc. Employees' Pension Plan and TrustKaiser 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
Western America Properties, Inc. Employees' Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Western America Properties, Inc. Employees' Pension Plan and Trust side-by-side with 3 peers →

Western America Properties, Inc. Employees' Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Seth Newman, D.D.S., P.C. Defined Benefit Plan in NY ($2M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Western America Properties, Inc. Employees' Pension Plan and Trust assets move in 2024? ▼
Western America Properties, Inc. Employees' Pension Plan and Trust grew sharply - up 25.0% during 2024, from $1M to $2M. Reported net income was $333K.
How have Western America Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western America Properties, Inc.'s sponsor-wide assets grew 69.9%, from $980K to $2M.
Which Defined Benefit (Pension) plans are similar in size to Western America Properties, Inc. Employees' Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Seth Newman, D.D.S., P.C. Defined Benefit Plan in NY ($2M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Western America Properties, Inc. Employees' Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 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 953782825.

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.