Western States Office & Professional Employees Pen

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 16, 2026

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

Sponsored by Western States Office & Professional Emp · California · Administrative & Support Services

What the 2023 filing shows

Western States Office & Professional Employees Pen holds $601M for 629 participants — about $955,775 per participant, down 1.5% over the 2024 plan year.

$601M
total plan assets (2024 EOY): 629
covered participants: $955,775
avg assets per participant: -1.5%
assets change YoY

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.

Total Assets (2023)

$601M

Participants

629

State

California

Industry

Administrative & Support Services

What the Filing Says About Western States Office & Professional Employees Pen

Western States Office & Professional Employees Pen is a Defined Benefit (Pension) retirement plan sponsored by Western States Office & Professional Emp, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $601M in total end-of-year assets and covers 629 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 946076144, and the plan has been effective since 1960-05-03. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $610M at the beginning of 2024 to $601M at year-end — a decline of 1.5%. Net assets (after liabilities) closed the year at $601M, with reported net income of $-8,919,810 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)	$610M
Total Assets (End of Year)	$601M
Net Assets (End of Year)	$601M
Net Income	$-8,919,810
Plan Type	Defined Benefit (Pension)
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.

Kaiser Permanente Retirement Plan $33.5B · 127,356
Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
Disney Salaried Pension Plan D $10.1B · 10,813

Compare Western States Office & Professional Emp… side-by-side with 3 peers →

Related Data

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Frequently Asked Questions

How much money is in the Western States Office & Professional Employees Pen? ▼

As of the 2024 Form 5500 filing, Western States Office & Professional Employees Pen holds $601M in total assets with 629 participants. It is sponsored by Western States Office & Professional Emp.

What type of plan is Western States Office & Professional Employees Pen? ▼

Western States Office & Professional Employees Pen is a Defined Benefit (Pension) plan. It has been effective since 1960-05-03. The plan is filed with the U.S. Department of Labor under EIN 946076144.

Who sponsors the Western States Office & Professional Employees Pen? ▼

Western States Office & Professional Employees Pen is sponsored by Western States Office & Professional Emp, located in California. The sponsor's EIN is 946076144 and the plan operates in the Administrative & Support Services industry.

How did Western States Office & Professional Employees Pen perform in 2024? ▼

Western States Office & Professional Employees Pen declined by 1.5% during 2024, moving from $610M to $601M in total assets. Net income was $-8,919,810.

Where can I find official filings for Western States Office & Professional Employees Pen? ▼

Official Form 5500 filings for Western States Office & Professional Employees Pen are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 946076144 or plan name at efast.dol.gov.

How does Western States Office & Professional Employees Pen compare to other plans? ▼

You can compare Western States Office & Professional Employees Pen against other Defined Benefit (Pension) 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.