Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Western Conference of Teamsters Pension Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
9,871
Participants Very large workforce
89th
Percentile by assets National rank
$7,918
Avg per participant Low balance/head
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Official DOL plan name: Western Conference of Teamsters Supp Benefit Plan · Sponsored by Board of Trustees, Western Conference of Teamsters · California · Transportation & Warehousing

$78M in assets, 9,871 participants

Board of Trustees, Western Conference of Teamsters's Western Conference of Teamsters Supp Benefit Plan reported $78M in total assets and 9,871 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,848 in Transportation & Warehousing (3,299 peers)

Coverage in California

Western Conference of Teamsters Supp Benefit Plan covers 9,871 participants in California, 16x the typical California plan (state average ~630 per filing). Assets: $78M.

#2,848
in Transportation & Warehousing (3,299 peers)
-15.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western Conference of Teamsters Supp Benefit Plan's outsized position by total assets

Western Conference of Teamsters Supp Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$78,160,127 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Western Conference of Teamsters Supp Benefit Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Conference of Teamsters Supp Benefit Plan lands in the large band (9,871 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western Conference of Teamsters Supp Benefit Plan reported net income fell from $7M in the plan year 2023 filing to -$12M in the plan year 2024 filing.
  • Western Conference of Teamsters Supp Benefit Plan end-of-year assets fell from $93M in the plan year 2023 filing to $78M in the plan year 2024 filing.
  • Western Conference of Teamsters Supp Benefit Plan reported participants fell from 10,355 in the plan year 2023 filing to 9,871 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 953746907 · Board of Trustees, Western Conference of Teamsters PY 2024 · Defined Benefit (Pension)

Western Conference of Teamsters Supp Benefit Plan · $78M · 9,871 · 89th

  • NET $78M
  • NET 9,871
  • NET 89th
  • NET Defined Benefit (Pension)
  • NET near Its, Inc. Pension Plan
  • NET ind #2848

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 Transportation & Warehousing retirement plans → · Plans in California →

Western Conference of Teamsters Supp Benefit Plan in the asset neighbourhood

The Jewish Home & Hospital Retirement PlanThe Jewish Home & Hospital R…$78MIts, Inc. Pension Plan$78MWestern Conference of Teamsters Supp Benefit PlanWestern Conference of Teamst…$78MBeneficial Bank Consolidated Pension PlanBeneficial Bank Consolidated…$78MAssa Abloy Inc. U.S. Intruder Group Pension Plan for Salaried EmployeesAssa Abloy Inc. U.S. Intrude…$78M
End-of-year total assets ($M) among Western Conference of Teamsters Supp Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$74M
Net Income-$12M
Employer EIN953746907
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Western Conference of Teamsters)

Sponsor-wide plan assets over time

All Board of Trustees, Western Conference of Teamsters plans reported in each filing year

Latest sponsor-wide plan assets
$78M 8.955467437782474% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $85.9M $78.2M ▼ -9.0%
Year Plans Participants Total Assets
2022 1 10,846 $86M
2023 1 10,355 $93M
2024 1 9,871 $78M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Western Conference of Teamsters Supp Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -10010203040 Total assets ($B) Participants Western Conference of Teamsters Supp Benefit Plan, Total assets ($B): 0.078160127 · Participants: 9871Western Conference of Teamsters Supp Benefit PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Western Conference of Teamsters Supp Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Western Conference of Teamsters Supp Benefit Plan side-by-side with 3 peers →

Scale composition for Western Conference of Teamsters Supp Benefit Plan

Western Conference of Teamsters Supp Benefit Plan reports $78M in end-of-year assets across 9,871 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $7,918 per participant (6% of the national average assets-per-participant) . Net income for plan year 2024 was -$12M.

This plan identity (EIN 953746907, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $86M to $78M (-9.0%) while covered participants moved from 10,846 to 9,871 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,846 $86M Open filing
2023 10,355 $93M Open filing
2024 · index core 9,871 $78M This page

Western Conference of Teamsters Supp Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Its, Inc. Pension Plan in IA ($78M); by covered participants it is Honeywell Retirement Earnings Plan in NC (9,923 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,871 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.

Frequently Asked Questions

How did Western Conference of Teamsters Supp Benefit Plan assets move in 2024? ▼
Western Conference of Teamsters Supp Benefit Plan declined sharply - down 15.6% during 2024, from $93M to $78M. Reported net income was -$12M.
How have Board of Trustees, Western Conference of Teamsters plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Western Conference of Teamsters's sponsor-wide assets declined 9.0%, from $86M to $78M.
Where does Western Conference of Teamsters Supp Benefit Plan rank by assets among Form 5500 filers? ▼
Western Conference of Teamsters Supp Benefit Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Western Conference of Teamsters Supp Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Its, Inc. Pension Plan in IA ($78M, 208 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Western Conference of Teamsters Supp Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Honeywell Retirement Earnings Plan in NC (9,923 participants, $16.6B in assets).

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 953746907.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.