Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of W. States Insulators & Allied Workers Pension Fund Pension Plan
Data updated 2026-08-25
- $492M
- Total assets Above avg plan size
- 3,301
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $148,957
- Avg per participant Above avg balance/head
Official DOL plan name: Western States Insulators and Allied Workers' Pension Plan · Sponsored by Trustees of W. States Insulators & Allied Workers Pension Fund · California · Construction
$492M in assets, 3,301 participants
Trustees of W. States Insulators & Allied Workers Pension Fund's Western States Insulators and Allied Workers' Pension Plan reported $492M in total assets and 3,301 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #8,757 in Construction (9,039 peers)
Coverage in California
Western States Insulators and Allied Workers' Pension Plan covers 3,301 participants in California, 5.2x the typical California plan (state average ~630 per filing). Assets: $492M.
- #8,757
- in Construction (9,039 peers)
- +5.0%
- assets growth YoY
- 4.9×
- vs typical plan assets (national mean)
Western States Insulators and Allied Workers' Pension Plan's outsized position by total assets
Western States Insulators and Allied Workers' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$491,706,517 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Western States Insulators and Allied Workers' 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. Western States Insulators and Allied Workers' Pension Plan lands in the large band (3,301 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Western States Insulators and Allied Workers' Pension Plan reported net income fell from $42M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Western States Insulators and Allied Workers' Pension Plan end-of-year assets rose from $468M in the plan year 2023 filing to $492M in the plan year 2024 filing.
- Western States Insulators and Allied Workers' Pension Plan reported participants fell from 3,325 in the plan year 2023 filing to 3,301 in the plan year 2024 filing.
DOL schedule card
Filing strip 510155190 · Trustees of W. States Insulators & Allied Workers Pension Fund PY 2024 · Defined Benefit (Pension)
Western States Insulators and Allied Workers' Pension Plan · $492M · 3,301 · 97th
- VS-ST $492M
- BOY 3,301
- SCH 97th
- EBSA Defined Benefit (Pension)
- PART near Portland General Electric Company Pension Plan
- TYPE ind #8757
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 Construction retirement plans → · Plans in California →
Western States Insulators and Allied Workers' Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $468M |
|---|---|
| Net Assets (End of Year) | $491M |
| Net Income | $24M |
| Employer EIN | 510155190 |
| Plan Effective Date | 1959-11-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of W. States Insulators & Allied Workers Pension Fund)
Sponsor-wide plan assets over time
All Trustees of W. States Insulators & Allied Workers Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $979M 20.76583919968805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9,766 | $810M |
| 2023 | 2 | 9,793 | $912M |
| 2024 | 2 | 9,853 | $979M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Western States Insulators and Allied Workers' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Portland General Electric Company Pension Plan in OR ($492M); by covered participants it is Iron Workers' Mid-America Pension Plan in IL (3,294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($492M here).
- Portland General Electric Company Pension Plan (OR) $492M · 792
- Motiva Pension Plan (TX) $491M · 2,510
- Consolidated Retirement Plan (NY) $492M · 1,046
- The Auto Club Group Cash Value Plan Pension Plan (MI) $493M · 1,194
Similar participant headcount
Nearest other-state filings by covered participants (3,301 participants); asset peers above are excluded.
- Iron Workers' Mid-America Pension Plan (IL) 3,294 · 7 off
- Protective Life Corporation Pension Plan (AL) 3,289 · 12 off
- Weyerhaeuser Pension Plan (WA) 3,285 · 16 off
- Johnson Controls Pension Plan (WI) 3,318 · 17 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.