Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Ilwu-Pma Pension Plan Pension Plan
Data updated 2026-08-11
- $10.8B
- Total assets
- 15,833
- Participants
- 100th
- Percentile by assets
- $682,027
- Avg per participant
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.
- 100th percentile by assets (of 123,622 plans)
- #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.
- $10.8B
- total plan assets (2024 EOY)
- 15,833
- covered participants
- 100th
- percentile by assets (of 123,622 plans)
- $682,027
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Ilwu-Pma Pension Plan reports 15,833 participants - 25x that state average ($10.8B EOY assets).
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)
| 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.
Ilwu-Pma Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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 |
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ilwu-Pma Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Ilwu-Pma Pension Plan assets move in 2024? ▼
How have Trustees of Ilwu-Pma Pension Plan plan assets changed over time? ▼
Where does Ilwu-Pma Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ilwu-Pma Pension Plan? ▼
Next read for Ilwu-Pma Pension Plan
Filing takeaways
Ways to act on Ilwu-Pma Pension Plan's numbers.
- By total assets, Ilwu-Pma Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Trustees of Ilwu-Pma Pension Plan's sponsor-wide assets have grown 24.1% since 2022 across 3 plan years on file. More Transportation & Warehousing plans