Money Purchase · DOL Form 5500 · 2024
Board of Trustees Western States Insulators and Allied Workers Indiv Money Purchase Plan
Data updated 2026-08-11
- $487M
- Total assets
- 6,552
- Participants
- 97th
- Percentile by assets
- $74,311
- Avg per participant
Official DOL plan name: Western States Insulators and Allied Workers Individual Account Plan · Sponsored by Board of Trustees Western States Insulators and Allied Workers Indiv · California · Construction
$487M in assets, 6,552 participants
Board of Trustees Western States Insulators and Allied Workers Indiv's Western States Insulators and Allied Workers Individual Account Plan reported $487M in total assets and 6,552 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)
- #8,753 in Construction (9,039 peers)
Coverage in California
Western States Insulators and Allied Workers Individual Account Plan covers 6,552 participants in California, 10x the typical California plan (state average ~630 per filing). Assets: $487M.
- $487M
- total plan assets (2024 EOY)
- 6,552
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $74,311
- avg assets per participant
Where Western States Insulators and Allied Workers Individual Account Plan sits by total assets
Western States Insulators and Allied Workers Individual Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$486,888,813 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Western States Insulators and Allied Workers Individual Account Plan reported net income fell from $59M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Western States Insulators and Allied Workers Individual Account Plan end-of-year assets rose from $443M in the plan year 2023 filing to $487M in the plan year 2024 filing.
- Western States Insulators and Allied Workers Individual Account Plan reported participants rose from 6,468 in the plan year 2023 filing to 6,552 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Western States Insulators and Allied Workers Individual Account Plan reports 6,552 participants - 10x that state average ($487M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $443M |
|---|---|
| Net Assets (End of Year) | $487M |
| Net Income | $44M |
| Employer EIN | 510155190 |
| Plan Effective Date | 1982-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Western States Insulators and Allied Workers Indiv)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9,766 | $810M |
| 2023 | 2 | 9,793 | $912M |
| 2024 | 2 | 9,853 | $979M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Western States Insulators and Allied Workers Individual Account Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Scale composition for Western States Insulators and Allied Workers Individual Account Plan
Western States Insulators and Allied Workers Individual Account Plan reports $487M in end-of-year assets across 6,552 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $74,311 per participant (54% of the national average assets-per-participant) . Net income for plan year 2024 was $44M.
This plan identity (EIN 510155190, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $384M to $487M (+26.9%) while covered participants moved from 6,434 to 6,552 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,434 | $384M | Open filing |
| 2023 | 6,468 | $443M | Open filing |
| 2024 · index core | 6,552 | $487M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Western States Insulators and Allied Workers' Pension Plan (Defined Benefit (Pension), $492M, 3,301 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Western States Insulators and Allied Workers Individual Account Plan by total assets, not by location.
- NECA-IBEW Local 364 Defined Contribution Plan (IL) $489M · 944
- 112/73 Retirement Plan NECA-IBEW (WA) $479M · 6,174
- The Association of University Physicians Pension Plan (WA) $499M · 2,817
- Brewery Conference/Anheuser-Busch Defined Contribution Plan (MO) $505M · 2,581
Frequently Asked Questions
How did Western States Insulators and Allied Workers Individual Account Plan assets move in 2024? ▼
How have Board of Trustees Western States Insulators and Allied Workers Indiv plan assets changed over time? ▼
Where does Western States Insulators and Allied Workers Individual Account Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Western States Insulators and Allied Workers Individual Account Plan? ▼
Next read for Western States Insulators and Allied Wor…
Filing takeaways
Ways to act on Western States Insulators and Allied Workers Individual Account Plan's numbers.
- By total assets, Western States Insulators and Allied Workers Individual Account Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees Western States Insulators and Allied Workers Indiv's sponsor-wide assets have grown 20.8% since 2022 across 3 plan years on file. More Construction plans