Other
2024 plan-year Other DOL Form 5500

WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF W. STATES INSULATORS & ALLIED WORKERS PENSION FUND

This Other plan holds $492M in total assets and serves 3,301 participants as of 2024. It is sponsored by TRUSTEES OF W. STATES INSULATORS & ALLIED WORKERS PENSION FUND in California. The plan reported positive net income of $24M for the year.

Total Assets (2023)
$492M
Participants
3,301
State
Industry
Construction

What the Filing Says About WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLAN

WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLAN is a Other retirement plan sponsored by TRUSTEES OF W. STATES INSULATORS & ALLIED WORKERS PENSION FUND, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $492M in total end-of-year assets and covers 3,301 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 510155190, and the plan has been effective since 1959-11-20. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $468M at the beginning of 2024 to $492M at year-end — a gain of 5.0%. Net assets (after liabilities) closed the year at $491M, with reported net income of $24M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$468M
Total Assets (End of Year)$492M
Net Assets (End of Year)$491M
Net Income$24M
Plan TypeOther
Employer EIN510155190
Plan Effective Date1959-11-20
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF W. STATES INSULATORS & ALLIED WORKERS PENSION FUND)

Year Plans Participants Total Assets
2022 2 9,766 $810M
2023 2 9,793 $912M
2024 2 9,853 $979M

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLAN?
As of the 2024 Form 5500 filing, WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLAN holds $492M in total assets with 3,301 participants. It is sponsored by TRUSTEES OF W. STATES INSULATORS & ALLIED WORKERS PENSION FUND.
What type of plan is WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLAN?
WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLAN is a Other plan. It has been effective since 1959-11-20. The plan is filed with the U.S. Department of Labor under EIN 510155190.
Who sponsors the WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLAN?
WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLAN is sponsored by TRUSTEES OF W. STATES INSULATORS & ALLIED WORKERS PENSION FUND, located in California. The sponsor's EIN is 510155190 and the plan operates in the Construction industry.
How did WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLAN perform in 2024?
WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLAN grew by 5.0% during 2024, moving from $468M to $492M in total assets. Net income was $24M.
Where can I find official filings for WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLAN?
Official Form 5500 filings for WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 510155190 or plan name at efast.dol.gov.
How does WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLAN compare to other plans?
You can compare WESTERN STATES INSULATORS AND ALLIED WORKERS' PENSION PLAN against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.