Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Opeiu Locals 30 & 537 Pension Plan
Data updated 2026-07-24
- $152M
- Total assets
- 578
- Participants
- 93rd
- Percentile by assets
- $262,370
- Avg per participant
Official DOL plan name: Opeiu Locals 30 & 537 Retirement Fund · Sponsored by Board of Trustees, Opeiu Locals 30 & 537 · California · Administrative & Support Services
$152M in assets, 578 participants
Board of Trustees, Opeiu Locals 30 & 537's Opeiu Locals 30 & 537 Retirement Fund reported $152M in total assets and 578 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 116,472 plans)
Where Opeiu Locals 30 & 537 Retirement Fund sits by assets
Opeiu Locals 30 & 537 Retirement Fund sits in the top 10% of all filed plans by assets, $152M for 578 participants (~$262,370/participant), up 10.6% in 2024.
- $152M
- total plan assets (2024 EOY)
- 578
- covered participants
- 93rd
- percentile by assets (of 116,472 plans)
- $262,370
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Opeiu Locals 30 & 537 Retirement Fund reported net income rose from $4M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Opeiu Locals 30 & 537 Retirement Fund end-of-year assets rose from $137M in the plan year 2023 filing to $152M in the plan year 2024 filing.
- Opeiu Locals 30 & 537 Retirement Fund reported participants fell from 627 in the plan year 2023 filing to 578 in the plan year 2024 filing.
Opeiu Locals 30 & 537 Retirement Fund vs the 2024 asset distribution
By assets, Opeiu Locals 30 & 537 Retirement Fund outranks 93% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | $15M |
| Employer EIN | 956072309 |
| Plan Effective Date | 1962-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Opeiu Locals 30 & 537)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 601 | $133M |
| 2023 | 1 | 627 | $137M |
| 2024 | 1 | 578 | $152M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Opeiu Locals 30 & 537 Retirement Fund 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
- Disney Salaried Pension Plan D $10.4B · 9,984
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Opeiu Locals 30 & 537 Retirement Fund by total assets, not by location.
Frequently Asked Questions
How did Opeiu Locals 30 & 537 Retirement Fund assets move in 2024? ▼
How have Board of Trustees, Opeiu Locals 30 & 537 plan assets changed over time? ▼
Where does Opeiu Locals 30 & 537 Retirement Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Opeiu Locals 30 & 537 Retirement Fund? ▼
Next read for Opeiu Locals 30 & 537 Retirement Fund
Scale reading
Ways to act on Opeiu Locals 30 & 537 Retirement Fund's numbers.
- By total assets, Opeiu Locals 30 & 537 Retirement Fund ranks in the top 10% 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
- Board of Trustees, Opeiu Locals 30 & 537's sponsor-wide assets have grown 13.9% since 2022 across 3 plan years on file. More Administrative & Support Services plans
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 956072309.
Read our methodology - how this data is sourced, computed, and verified.