Defined Benefit (Pension) · DOL Form 5500 · 2024
Western States Office & Professional Emp Pension Plan
Data updated 2026-08-25
- $601M
- Total assets Above avg plan size
- 629
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $955,775
- Avg per participant High balance/head
Official DOL plan name: Western States Office & Professional Employees Pen · Sponsored by Western States Office & Professional Emp · California · Administrative & Support Services
$601M in assets, 629 participants
Western States Office & Professional Emp's Western States Office & Professional Employees Pen reported $601M in total assets and 629 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #4,325 in Administrative & Support Services (4,368 peers)
Where Western States Office & Professional Employees Pen sits by assets
Western States Office & Professional Employees Pen sits in the top 5% of all filed plans by assets, $601M for 629 participants (~$955,775/participant), down 1.5% in 2024.
- #4,325
- in Administrative & Support Services (4,368 peers)
- -1.5%
- assets change YoY
- 6.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Western States Office & Professional Employees Pen's outsized position by total assets
Western States Office & Professional Employees Pen vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$601,182,538 Top 2% higher than 98% 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 Office & Professional Employees Pen among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western States Office & Professional Employees Pen sits mid-pack in the medium band (629 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Western States Office & Professional Employees Pen reported net income fell from $267M in the plan year 2023 filing to -$9M in the plan year 2024 filing.
- Western States Office & Professional Employees Pen reported participants fell from 659 in the plan year 2023 filing to 629 in the plan year 2024 filing.
- Western States Office & Professional Employees Pen end-of-year assets fell from $610M in the plan year 2023 filing to $601M in the plan year 2024 filing.
DOL schedule card
Filing strip 946076144 · Western States Office & Professional Emp PY 2024 · Defined Benefit (Pension)
Western States Office & Professional Employees Pen · $601M · 629 · 98th
- PHOTO $601M
- PHOTO 629
- PHOTO 98th
- PHOTO Defined Benefit (Pension)
- PHOTO near Medstar Health, Inc. Pension Equity Plan
- PHOTO ind #4325
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 Administrative & Support Services retirement plans → · Plans in California →
Western States Office & Professional Employees Pen in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $610M |
|---|---|
| Net Assets (End of Year) | $601M |
| Net Income | -$9M |
| Employer EIN | 946076144 |
| Plan Effective Date | 1960-05-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western States Office & Professional Emp)
Sponsor-wide plan assets over time
All Western States Office & Professional Emp plans reported in each filing year
- Latest sponsor-wide plan assets
- $601M 75.1894745810727% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 472 | $343M |
| 2023 | 1 | 659 | $610M |
| 2024 | 1 | 629 | $601M |
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 Office & Professional Employees Pen's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Medstar Health, Inc. Pension Equity Plan in MD ($601M); by covered participants it is Maimonides Medical Center Pension Plan in NY (629 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($601M here).
- Medstar Health, Inc. Pension Equity Plan (MD) $601M · 1,716
- Connecticut Laborers' Pension Plan (CT) $601M · 2,401
- America First Credit Union Pension Plan (UT) $600M · 2,645
- Joint Pension Fund Local Union IBEW (NJ) $599M · 2,072
Similar participant headcount
Nearest other-state filings by covered participants (629 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.