Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Steelworkers Western Independent Pension Plan
Data updated 2026-08-25
- $132M
- Total assets Near avg plan size
- 505
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $260,682
- Avg per participant Above avg balance/head
Official DOL plan name: Steelworkers Western Independent Shops Pension Plan · Sponsored by Board of Trustees, Steelworkers Western Independent · California · Manufacturing
$132M in assets, 505 participants
Board of Trustees, Steelworkers Western Independent's Steelworkers Western Independent Shops Pension Plan reported $132M in total assets and 505 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.
- #15,713 in Manufacturing (17,777 peers)
Where Steelworkers Western Independent Shops Pension Plan sits by assets
Steelworkers Western Independent Shops Pension Plan sits in the top 10% of all filed plans by assets, $132M for 505 participants (~$260,682/participant), up 6.6% in 2024.
- #15,713
- in Manufacturing (17,777 peers)
- +6.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Steelworkers Western Independent Shops Pension Plan's outsized position by total assets
Steelworkers Western Independent Shops Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$131,644,494 Top 8% higher than 92% 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
Steelworkers Western Independent Shops Pension Plan 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. Steelworkers Western Independent Shops Pension Plan sits mid-pack in the medium band (505 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Steelworkers Western Independent Shops Pension Plan reported net income fell from $13M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Steelworkers Western Independent Shops Pension Plan reported participants rose from 471 in the plan year 2023 filing to 505 in the plan year 2024 filing.
- Steelworkers Western Independent Shops Pension Plan end-of-year assets rose from $124M in the plan year 2023 filing to $132M in the plan year 2024 filing.
DOL schedule card
Filing strip 900169564 · Board of Trustees, Steelworkers Western Independent PY 2024 · Defined Benefit (Pension)
Steelworkers Western Independent Shops Pension Plan · $132M · 505 · 92nd
- BOY $132M
- BOY 505
- BOY 92nd
- BOY Defined Benefit (Pension)
- BOY near Clopay Ames Pension Plan
- BOY ind #15713
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 →
Steelworkers Western Independent Shops Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $131M |
| Net Income | $8M |
| Employer EIN | 900169564 |
| Plan Effective Date | 1967-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Steelworkers Western Independent)
Sponsor-wide plan assets over time
All Board of Trustees, Steelworkers Western Independent plans reported in each filing year
- Latest sponsor-wide plan assets
- $132M 18.650237925082592% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 416 | $111M |
| 2023 | 1 | 471 | $124M |
| 2024 | 1 | 505 | $132M |
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
Steelworkers Western Independent Shops Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Clopay Ames Pension Plan in FL ($132M); by covered participants it is Automotive Machinists Pension Plan in WA (505 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($132M here).
Similar participant headcount
Nearest other-state filings by covered participants (505 participants); asset peers above are excluded.
- Automotive Machinists Pension Plan (WA) 505 · 0 off
- Rheem Consolidated Pension Plan (GA) 504 · 1 off
- Richmond Univ Medical Center Pension Plan for Employees Represented by Nysna (NY) 506 · 1 off
- Plumbers Local Union No. 16 Pension Plan (NE) 506 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.