Defined Benefit (Pension) · DOL Form 5500 · 2024
Iron Workers Regional Shop Local Union 855 Pension Trust Pension Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 272
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $283,775
- Avg per participant High balance/head
Official DOL plan name: Iron Workers Regional Shop Local Union No 855 Pension Trust · Sponsored by Iron Workers Regional Shop Local Union 855 Pension Trust · California · Manufacturing
$77M in assets, 272 participants
Iron Workers Regional Shop Local Union 855 Pension Trust's Iron Workers Regional Shop Local Union No 855 Pension Trust reported $77M in total assets and 272 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #14,763 in Manufacturing (17,777 peers)
Coverage in California
Iron Workers Regional Shop Local Union No 855 Pension Trust covers 272 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $77M.
- #14,763
- in Manufacturing (17,777 peers)
- +3.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Iron Workers Regional Shop Local Union No 855 Pension Trust's outsized position by total assets
Iron Workers Regional Shop Local Union No 855 Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$77,186,829 Top 12% higher than 88% 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
Iron Workers Regional Shop Local Union No 855 Pension Trust 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. Iron Workers Regional Shop Local Union No 855 Pension Trust sits mid-pack in the medium band (272 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iron Workers Regional Shop Local Union No 855 Pension Trust reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Iron Workers Regional Shop Local Union No 855 Pension Trust reported participants fell from 338 in the plan year 2023 filing to 272 in the plan year 2024 filing.
- Iron Workers Regional Shop Local Union No 855 Pension Trust end-of-year assets rose from $75M in the plan year 2023 filing to $77M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 940012049 · Iron Workers Regional Shop Local Union 855 Pension Trust PY 2024 · Defined Benefit (Pension)
Iron Workers Regional Shop Local Union No 855 Pension Trust · $77M · 272 · 88th
- EBSA $77M
- PART 272
- TYPE 88th
- NET Defined Benefit (Pension)
- BOOK near Entergy Corporation Retirement Plan II for Non-Bargaining Employees
- VS-ST ind #14763
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 Manufacturing retirement plans → · Plans in California →
Iron Workers Regional Shop Local Union No 855 Pension Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $3M |
| Employer EIN | 940012049 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iron Workers Regional Shop Local Union 855 Pension Trust)
Sponsor-wide plan assets over time
All Iron Workers Regional Shop Local Union 855 Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 6.3211467241868515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,494 | $102M |
| 2023 | 2 | 2,440 | $104M |
| 2024 | 2 | 2,177 | $108M |
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
Iron Workers Regional Shop Local Union No 855 Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Entergy Corporation Retirement Plan II for Non-Bargaining Employees in LA ($77M); by covered participants it is Jarvis Pension Plan in CT (272 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- Entergy Corporation Retirement Plan II for Non-Bargaining Employees (LA) $77M · 200
- Third Federal Savings Retirement Plan (OH) $77M · 205
- Hollow Metal Pension Fund (NY) $77M · 394
- Pension Plan for Nylon Employees (TX) $77M · 431
Similar participant headcount
Nearest other-state filings by covered participants (272 participants); asset peers above are excluded.
- Jarvis Pension Plan (CT) 272 · 0 off
- Ubs Pension Plan (NJ) 273 · 1 off
- Mw&e Cash Balance Plan (IL) 271 · 1 off
- Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah (PA) 273 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.