Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Opeiu Locals 30 & 537 Pension Plan
Data updated 2026-08-25
- $152M
- Total assets Near avg plan size
- 578
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $262,370
- Avg per participant High balance/head
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.
- #4,213 in Administrative & Support Services (4,368 peers)
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.
- #4,213
- in Administrative & Support Services (4,368 peers)
- +10.6%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Opeiu Locals 30 & 537 Retirement Fund's outsized position by total assets
Opeiu Locals 30 & 537 Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$151,649,794 Top 7% higher than 93% 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
Opeiu Locals 30 & 537 Retirement Fund 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. Opeiu Locals 30 & 537 Retirement Fund sits mid-pack in the medium band (578 participants).
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.
Plan-year Form 5500 strip
Filing strip 956072309 · Board of Trustees, Opeiu Locals 30 & 537 PY 2024 · Defined Benefit (Pension)
Opeiu Locals 30 & 537 Retirement Fund · $152M · 578 · 93rd
- PART $152M
- TYPE 578
- NET 93rd
- BOOK Defined Benefit (Pension)
- VS-ST near I.B.E.W. Local Union # 654 - Defined Benefit Pension Plan
- BOY ind #4213
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 →
Opeiu Locals 30 & 537 Retirement Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, Opeiu Locals 30 & 537 plans reported in each filing year
- Latest sponsor-wide plan assets
- $152M 13.918116748357424% vs 2022
- 2024 filing year
| 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.
- 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
Opeiu Locals 30 & 537 Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is I.B.E.W. Local Union # 654 - Defined Benefit Pension Plan in NJ ($152M); by covered participants it is Liberty Utilities Defined Benefit Pension Plan in AZ (578 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($152M here).
Similar participant headcount
Nearest other-state filings by covered participants (578 participants); asset peers above are excluded.
- Liberty Utilities Defined Benefit Pension Plan (AZ) 578 · 0 off
- The Dun & Bradstreet Corporation Retirement Account (FL) 578 · 0 off
- Buffalo Laborers Pension Fund (NY) 579 · 1 off
- Meritor, Inc. Retirement Plan (IN) 579 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.