Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of W. States Insulators & Allied Workers Pension Fund Pension Plan

Data updated 2026-08-11

$492M
Total assets: 3,301
Participants: 97th
Percentile by assets: $148,957
Avg per participant

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.

97th percentile by assets (of 123,622 plans)
#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.

$492M
total plan assets (2024 EOY): 3,301
covered participants: 97th
percentile by assets (of 123,622 plans): $148,957
avg assets per participant

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.

See the national 2023→2024 release diff →

State

California

Industry

Construction

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Western States Insulators and Allied Workers' Pension Plan reports 3,301 participants - 5.2x that state average ($492M EOY assets).

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)

Total plan assets by year, all Trustees of W. States Insulators & Allied Workers Pension Fund plans on file

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.

Western States Insulators and Allied Workers' Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

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

Compare Western States Insulators and Allied Wor… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Western States Insulators and Allied Workers' Pension Plan by total assets, not by location.

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

Frequently Asked Questions

How did Western States Insulators and Allied Workers' Pension Plan assets move in 2024? ▼

Western States Insulators and Allied Workers' Pension Plan edged up modestly - up 5.0% during 2024, from $468M to $492M. Reported net income was $24M.

How have Trustees of W. States Insulators & Allied Workers Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of W. States Insulators & Allied Workers Pension Fund's sponsor-wide assets grew 20.8%, from $810M to $979M.

Where does Western States Insulators and Allied Workers' Pension Plan rank by assets among Form 5500 filers? ▼

Western States Insulators and Allied Workers' Pension Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Western States Insulators and Allied Workers' Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Portland General Electric Company Pension Plan in OR ($492M, 792 participants).

Next read for Western States Insulators and Allied Wor…

Filing takeaways

Ways to act on Western States Insulators and Allied Workers' Pension Plan's numbers.

By total assets, Western States Insulators and Allied Workers' Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
Trustees of W. States Insulators & Allied Workers Pension Fund's sponsor-wide assets have grown 20.8% since 2022 across 3 plan years on file. More Construction plans

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 510155190.