Defined Benefit (Pension) · DOL Form 5500 · 2024

Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension Pension Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
100
Participants Small participant base
92nd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Cmta-Gmpp & Allied Workers Local 164b Pension Trust · Sponsored by Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension · California · Manufacturing

$118M in assets, 100 participants

Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension's Cmta-Gmpp & Allied Workers Local 164b Pension Trust reported $118M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,543 in Manufacturing (17,777 peers)

Coverage in California

Cmta-Gmpp & Allied Workers Local 164b Pension Trust covers 100 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $118M.

#15,543
in Manufacturing (17,777 peers)
+5.1%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Cmta-Gmpp & Allied Workers Local 164b Pension Trust's outsized position by total assets

Cmta-Gmpp & Allied Workers Local 164b Pension Trust vs every filed plan by assets

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

$117,755,579 Top 8% higher than 92% 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

Cmta-Gmpp & Allied Workers Local 164b Pension Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cmta-Gmpp & Allied Workers Local 164b Pension Trust is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cmta-Gmpp & Allied Workers Local 164b Pension Trust reported net income fell from $23M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Cmta-Gmpp & Allied Workers Local 164b Pension Trust reported participants fell from 115 in the plan year 2023 filing to 100 in the plan year 2024 filing.
  • Cmta-Gmpp & Allied Workers Local 164b Pension Trust end-of-year assets rose from $112M in the plan year 2023 filing to $118M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 946129501 · Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension PY 2024 · Defined Benefit (Pension)

Cmta-Gmpp & Allied Workers Local 164b Pension Trust · $118M · 100 · 92nd

  • TYPE $118M
  • TYPE 100
  • TYPE 92nd
  • TYPE Defined Benefit (Pension)
  • TYPE near Lear Combined Pension Plan
  • TYPE ind #15543

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 →

Cmta-Gmpp & Allied Workers Local 164b Pension Trust in the asset neighbourhood

Cmta-Gmpp & Allied Workers Local 164b Pension TrustCmta-Gmpp & Allied Workers L…$118MLear Combined Pension Plan$118MLaborers Local 785 Pension PlanLaborers Local 785 Pension P…$118MI.a. of M. Motor City Pension FundI.a. of M. Motor City Pensio…$117MPension Plan for Collectively Bargained Employees of NutrienPension Plan for Collectivel…$117M
End-of-year total assets ($M) among Cmta-Gmpp & Allied Workers Local 164b Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$118M
Net Income$6M
Employer EIN946129501
Plan Effective Date1960-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension)

Sponsor-wide plan assets over time

All Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension plans reported in each filing year

Latest sponsor-wide plan assets
$118M 31.49291467109334% vs 2022
2024 filing year
$80M$90M$100M$110M$120M$130M 202220232024 $89.6M $118M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 103 $90M
2023 1 115 $112M
2024 1 100 $118M

Nearby Defined Benefit (Pension) Plans in California

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

Cmta-Gmpp & Allied Workers Local 164b Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Cmta-Gmpp & Allied Workers Local 164b Pension Trust, Total assets ($B): 0.117755579 · Participants: 100Cmta-Gmpp & Allied Workers Local 164b Pension TrustKaiser 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
Cmta-Gmpp & Allied Workers Local 164b Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Cmta-Gmpp & Allied Workers Local 164b Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Lear Combined Pension Plan in MI ($118M); by covered participants it is American Postal Workers Union Officers' Qualified Retirement Plan in DC (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($118M here).

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Cmta-Gmpp & Allied Workers Local 164b Pension Trust assets move in 2024? ▼
Cmta-Gmpp & Allied Workers Local 164b Pension Trust grew at a solid clip - up 5.1% during 2024, from $112M to $118M. Reported net income was $6M.
How have Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jt. Board of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension's sponsor-wide assets grew 31.5%, from $90M to $118M.
Where does Cmta-Gmpp & Allied Workers Local 164b Pension Trust rank by assets among Form 5500 filers? ▼
Cmta-Gmpp & Allied Workers Local 164b Pension Trust ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Cmta-Gmpp & Allied Workers Local 164b Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lear Combined Pension Plan in MI ($118M, 655 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cmta-Gmpp & Allied Workers Local 164b Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Postal Workers Union Officers' Qualified Retirement Plan in DC (100 participants, $120M in assets).