Defined Benefit (Pension) · DOL Form 5500 · 2024

UAW Local 509 Pension Plan

Data updated 2026-08-25

$244K
Total assets Small plan by assets
N/A
Participants Small participant base
12th
Percentile by assets National rank
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Official DOL plan name: UAW Local 509 Supplemental Defined Benefit Plan · Sponsored by UAW Local 509 · California · Other Services

$244K in assets, N/A participants

UAW Local 509's UAW Local 509 Supplemental Defined Benefit Plan reported $244K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,952 in Other Services (7,719 peers)

What the 2024 filing shows

UAW Local 509 Supplemental Defined Benefit Plan holds $244K for N/A participants, among the smaller plans by assets on file.

#1,952
in Other Services (7,719 peers)
-5.0%
assets change YoY

The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

UAW Local 509 Supplemental Defined Benefit Plan among the smaller filed plans by assets

UAW Local 509 Supplemental Defined Benefit Plan vs every filed plan by assets

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

$243,836 12th percentile higher than 12% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • UAW Local 509 Supplemental Defined Benefit Plan end-of-year assets fell from $257K in the plan year 2023 filing to $244K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954501869 · UAW Local 509 PY 2024 · Defined Benefit (Pension)

UAW Local 509 Supplemental Defined Benefit Plan · $244K · N/A · 12th

  • 5500 $244K
  • 5500 N/A
  • 5500 12th
  • 5500 Defined Benefit (Pension)
  • 5500 near Retirement Plan of Bricklayers Local No. 1 of Rich Mond Pension Fund
  • 5500 ind #1952

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 Other Services retirement plans → · Plans in California →

UAW Local 509 Supplemental Defined Benefit Plan in the asset neighbourhood

Imperial Gas Resources LLC Cash Balance Pension PlanImperial Gas Resources LLC C…$245KUAW Local 509 Supplemental Defined Benefit PlanUAW Local 509 Supplemental D…$244KRetirement Plan of Bricklayers Local No. 1 of Rich Mond Pension FundRetirement Plan of Bricklaye…$244KRetirement Plan for Employees of the Ridgewood Country ClubRetirement Plan for Employee…$244KAsbestos Workers Union Local No. 64 Pension PlanAsbestos Workers Union Local…$241K
End-of-year total assets ($M) among UAW Local 509 Supplemental Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$257K
Net Assets (End of Year)$244K
Net Income-$13K
Employer EIN954501869
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UAW Local 509)

Sponsor-wide plan assets over time

All UAW Local 509 plans reported in each filing year

Latest sponsor-wide plan assets
$244K 9.594942810003152% vs 2022
2024 filing year
$0.23M$0.24M$0.25M$0.26M$0.27M$0.28M 202220232024 $0.27M $0.24M ▼ -11.1%
Year Plans Participants Total Assets
2022 1 N/A $270K
2023 1 N/A $257K
2024 1 N/A $244K

Nearby Defined Benefit (Pension) Plans in California

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

UAW Local 509 Supplemental Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants UAW Local 509 Supplemental Defined Benefit Plan, Total assets ($B): 0.000243836 · Participants: 0UAW Local 509 Supplemental Defined Benefit PlanKaiser 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
UAW Local 509 Supplemental Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare UAW Local 509 Supplemental Defined Benefit Plan side-by-side with 3 peers →

UAW Local 509 Supplemental Defined Benefit Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is Retirement Plan of Bricklayers Local No. 1 of Rich Mond Pension Fund in VA at $244K (this filing: $244K).

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 UAW Local 509 Supplemental Defined Benefit Plan assets move in 2024? ▼
UAW Local 509 Supplemental Defined Benefit Plan pulled back noticeably - down 5.0% during 2024, from $257K to $244K. Reported net income was -$13K.
How have UAW Local 509 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), UAW Local 509's sponsor-wide assets declined 9.6%, from $270K to $244K.
Where does UAW Local 509 Supplemental Defined Benefit Plan rank by assets among Form 5500 filers? ▼
UAW Local 509 Supplemental Defined Benefit Plan ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to UAW Local 509 Supplemental Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of Bricklayers Local No. 1 of Rich Mond Pension Fund in VA ($244K, 14 participants).

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 954501869.

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.