Defined Benefit (Pension) · DOL Form 5500 · 2024
Western States Office & Professional Emp Pension Plan
Data updated 2026-08-11
- $601M
- Total assets
- 629
- Participants
- 98th
- Percentile by assets
- $955,775
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $601M
- total plan assets (2024 EOY)
- 629
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $955,775
- avg assets per participant
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.
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.
Western States Office & Professional Employees Pen vs the 2024 asset distribution
By assets, Western States Office & Professional Employees Pen outranks 98% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 6.0x the national average plan size of $100M (721 average participants).
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)
| 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.
Western States Office & Professional Employees Pen 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Western States Office & Professional Employees Pen by total assets, not by location.
- 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
Frequently Asked Questions
How did Western States Office & Professional Employees Pen assets move in 2024? ▼
How have Western States Office & Professional Emp plan assets changed over time? ▼
Where does Western States Office & Professional Employees Pen rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Western States Office & Professional Employees Pen? ▼
Next read for Western States Office & Professional Emp…
Scale reading
Ways to act on Western States Office & Professional Employees Pen's numbers.
- By total assets, Western States Office & Professional Employees Pen 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
- Western States Office & Professional Emp's sponsor-wide assets have grown 75.2% since 2022 across 3 plan years on file. More Administrative & Support Services plans