Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Ilwu-Pma Pension Plan Pension Plan
Data updated 2026-08-25
- $10.8B
- Total assets Mega-plan scale
- 15,833
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $682,027
- Avg per participant High balance/head
Official DOL plan name: Ilwu-Pma Pension Plan · Sponsored by Trustees of Ilwu-Pma Pension Plan · California · Transportation & Warehousing
$10.8B in assets, 15,833 participants
Trustees of Ilwu-Pma Pension Plan's Ilwu-Pma Pension Plan reported $10.8B in total assets and 15,833 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #3,285 in Transportation & Warehousing (3,299 peers)
Coverage in California
Ilwu-Pma Pension Plan covers 15,833 participants in California, 25x the typical California plan (state average ~630 per filing). Assets: $10.8B.
- #3,285
- in Transportation & Warehousing (3,299 peers)
- +11.2%
- assets growth YoY
- 108×
- vs typical plan assets (national mean)
Ilwu-Pma Pension Plan's outsized position by total assets
Ilwu-Pma Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,798,538,721 Highest reported value at or above every one 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
Ilwu-Pma Pension Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ilwu-Pma Pension Plan is a mega filing (15,833 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ilwu-Pma Pension Plan end-of-year assets rose from $9.7B in the plan year 2023 filing to $10.8B in the plan year 2024 filing.
- Ilwu-Pma Pension Plan reported net income rose from $1.0B in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
- Ilwu-Pma Pension Plan reported participants fell from 16,365 in the plan year 2023 filing to 15,833 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 946068576 · Trustees of Ilwu-Pma Pension Plan PY 2024 · Defined Benefit (Pension)
Ilwu-Pma Pension Plan · $10.8B · 15,833 · 100th
- EIN $10.8B
- EIN 15,833
- EIN 100th
- EIN Defined Benefit (Pension)
- EIN near Dow Employees' Pension Plan
- EIN ind #3285
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 →
Ilwu-Pma Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9.7B |
|---|---|
| Net Assets (End of Year) | $10.7B |
| Net Income | $1.1B |
| Employer EIN | 946068576 |
| Plan Effective Date | 1951-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Ilwu-Pma Pension Plan)
Sponsor-wide plan assets over time
All Trustees of Ilwu-Pma Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $10.8B 24.062960318634588% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16,522 | $8.7B |
| 2023 | 1 | 16,365 | $9.7B |
| 2024 | 1 | 15,833 | $10.8B |
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
- Disney Salaried Pension Plan D $10.4B · 9,984
Scale composition for Ilwu-Pma Pension Plan
Ilwu-Pma Pension Plan reports $10.8B in end-of-year assets across 15,833 participants (0.088% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $682,027 per participant (4.9x the national average assets-per-participant) . Net income for plan year 2024 was $1.1B.
This plan identity (EIN 946068576, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.7B to $10.8B (+24.1%) while covered participants moved from 16,522 to 15,833 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 16,522 | $8.7B | Open filing |
| 2023 | 16,365 | $9.7B | Open filing |
| 2024 · index core | 15,833 | $10.8B | This page |
Ilwu-Pma Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Dow Employees' Pension Plan in MI ($10.9B); by covered participants it is Time Warner Cable Pension Plan in NC (15,757 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10.8B here).
- Dow Employees' Pension Plan (MI) $10.9B · 6,888
- Pension and Retirement Plan (DE) $10.4B · 2,351
- Fca US LLC UAW Pension Agreement (MI) $10.3B · 12,752
- Retirement Security Plan (VA) $11.5B · 56,633
Similar participant headcount
Nearest other-state filings by covered participants (15,833 participants); asset peers above are excluded.
- Time Warner Cable Pension Plan (NC) 15,757 · 76 off
- National Automatic Sprinkler Industry Pension Fund (MD) 15,964 · 131 off
- Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct (NY) 15,968 · 135 off
- General Motors Hourly-Rate Employees Pension Plan (MI) 15,648 · 185 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.