Other Plans
Largest Other plans by total assets. Source: DOL Form 5500, 2024 plan year.
What the Data Shows About Other Plans
Other retirement plan types include various hybrid and specialized plans filed with the DOL. This page ranks the 50 largest Other plans in the dataset by end-of-year total assets. Together the plans listed here hold $393.6B in aggregate assets and cover 2,094,265 participants, a mix of active employees, separated workers with remaining balances, and retirees receiving benefits.
The largest plan in this category, Western Conference of Teamsters Pension Plan (Western Conference of Teamsters Pension Trust Fund Board of Trustees, WA), reports $56.4B in assets with 231,156 participants. Within Other plans, size reflects a combination of workforce scale, employer contribution rates, employee deferral rates, and long-term investment performance, not a quality rating. Larger plans often benefit from lower per-participant fees, broader investment menus, and more sophisticated administration, but participant outcomes depend on contribution behavior and investment selection. Ranking tables below link to each plan's detail page for EIN, filing status, effective date, and net income.
All figures come from Form 5500 annual returns for the 2024 plan year, filed with the DOL's EBSA and released through EFAST2. Totals reflect a single year-end snapshot and fluctuate with markets and plan activity. This page is informational only, it summarizes public regulatory filings for research and educational purposes, and is not retirement, tax, legal, or financial advice. Before relying on any figure to evaluate an employer's Other plan or make retirement decisions, verify the underlying filing directly on EFAST2 and consult a qualified professional.
| # | Plan Name | Sponsor | State | Participants | Total Assets |
|---|---|---|---|---|---|
| 1 | Western Conference of Teamsters Pension Plan | Western Conference of Teamsters Pension Trust Fund Board of Trustees | WA | 231,156 | $56.4B |
| 2 | Central States, Southeast & Southwest Areas Pension Plan | Trustees of Central States, Se and Sw Areas Pension Fund | IL | 36,799 | $48.2B |
| 3 | Sammons Enterprises, Inc. Employee Stock Ownership Plan | Sammons Enterprises, Inc. | TX | 3,284 | $23.9B |
| 4 | The Pension Value Plan for Employees of the Boeing Company | The Boeing Co. and Consolidated Subsidiaries | WA | 29,538 | $23.3B |
| 5 | National Electrical Benefit Fund | Trustees of the National Electrical Benefit Fund | MD | 332,362 | $20.4B |
| 6 | Iam National Pension Fund | Board of Trustees of the I.a.M. National Pension Fund | DC | 102,493 | $15.0B |
| 7 | Western States Carpenters Pension Plan | Joint Board of Trustees Western States Carpenters Pension Plan | CA | 48,582 | $11.3B |
| 8 | Northwell Health 403(b) Plan | Northwell Health, Inc. | NY | 44,511 | $10.9B |
| 9 | Fca US LLC UAW Pension Agreement | Fca US LLC | MI | 12,752 | $10.3B |
| 10 | Sheet Metal Workers' National Pension Fund | Bd of Trustees Sheet Metal Workers' National Pension Fund | VA | 63,530 | $8.9B |
| 11 | Wells Fargo & Company Cash Balance Plan | Wells Fargo & Company | MN | 46,875 | $8.3B |
| 12 | Bakery & Confectionery Union & Industry International Pension Fund | Joint Board of Trustees, Bakery & Confectionery Union & Industry | MD | 14,954 | $6.6B |
| 13 | Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund | Board of Trustees, So Ca Ufcw Unions & Food Employers | CA | 54,456 | $6.5B |
| 14 | Midwest Operating Engineers Pension Trust Fund | Trustees of the Midwest Operating Engineers Pension Trust Fund | IL | 13,118 | $6.0B |
| 15 | Motion Picture Industry Pension Plan | Board of Directors, Motion Picture Industry Pension | CA | 62,656 | $5.9B |
| 16 | Retirement Plan for Officers of Columbia University | Trustees of Columbia University | NY | 14,399 | $5.6B |
| 17 | Wawa, Inc. Employee Stock Ownership Plan | Wawa, Inc. | PA | 37,745 | $5.5B |
| 18 | Pension Trust Fund for Operating Engineers | Board of Trustees, Pension Trust Fund for Operating | CA | 20,372 | $5.4B |
| 19 | N. Atlantic States Carp. Pension Fund | Bot of the North Atlantic States Carpenters Pension Fund | MA | 16,946 | $5.1B |
| 20 | Parsons Employee Stock Ownership Plan | Parsons Corporation | CA | 8,040 | $5.0B |
| 21 | Eastern Atlantic States Carpenters Pension Fund | Board of Trustees Eastern Atlantic States Carpenters Pension Fund | PA | 12,421 | $5.0B |
| 22 | National Automatic Sprinkler Industry Pension Fund | National Automatic Sprinkler Industry Pension Fund Jt Board of Trustee | MD | 15,964 | $4.8B |
| 23 | Major League Baseball Players Pension Plan | Pension Committee of Mlb Players Benefit Plan | MD | 1,091 | $4.8B |
| 24 | Columbia University Voluntary Retirement Savings Plan | Trustees of Columbia University | NY | 25,394 | $4.7B |
| 25 | Duke Energy Retirement Cash Balance Plan | Duke Energy Corporation | NC | 13,576 | $4.7B |
| 26 | International Painters and Allied Trades Industry Pension Plan | Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees | MD | 45,029 | $4.5B |
| 27 | Lucent Technologies Inc. Pension Plan | Nokia of America Corporation | NJ | N/A | $4.0B |
| 28 | Bert Bell/Pete Rozelle Nfl Player Retirement Plan | Retirement Board of Bert Bell/Pete Rozelle Nfl Player Retirement Plan | MD | 2,463 | $4.0B |
| 29 | N. Atlantic States Carp. Guaranteed Annuity Fund | Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund | MA | 10,943 | $3.8B |
| 30 | Fca US LLC Pension Plan | Fca US LLC | MI | 2,267 | $3.7B |
| 31 | Construction Laborers Pension Trust Fund for Southern California | Board of Trustees,Construction Laborers Pension Trust for Southern Cal | CA | 23,933 | $3.7B |
| 32 | Western Unite Here and Employers Pension Fund | Board of Trustees, Western Unite Here and Employers | CA | 71,253 | $3.7B |
| 33 | The University of Pennsylvania Health System 403(b) Retirement Savings Plan | Trustees of the Univ. of Penn | PA | 43,405 | $3.6B |
| 34 | Carpenters Pension Trust Fund of St. Louis | Trustees of Carpenters Benefit Plans of St. Louis | MO | 11,832 | $3.4B |
| 35 | Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan | Board of Trustees, Locals 302 & 612 of the Iuoe - | WA | 8,695 | $3.3B |
| 36 | Minnesota Laborers Pension Fund | Board of Trustees of Minnesota Laborers Pension Fund | MN | 10,089 | $3.2B |
| 37 | Georgia-Pacific LLC Hourly Pension Plan | Georgia-Pacific LLC | GA | 7,127 | $3.2B |
| 38 | Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan | Schweitzer Engineering Laboratories, Inc. | WA | 4,281 | $3.2B |
| 39 | Operating Engineers Pension Trust | Board of Trustees, Operating Engineers Pension Trust | CA | 11,247 | $3.1B |
| 40 | Excavators Union Local 731 Pension Fund | Excavators Union Pension Fund Loca | NY | 5,257 | $3.0B |
| 41 | Pipe Fitters Retirement Fund, Local 597 | Trustees of Pipe Fitters Retirement Fund Local 597 | IL | 6,435 | $3.0B |
| 42 | Consolidated Roche Retirement Plan | Hoffmann-La Roche Inc. | NJ | 1,965 | $2.9B |
| 43 | Ufcw No. California Employers Joint Pension Plan | Board of Trustees, Ufcw No. California Employers Joint Pension Plan | CA | 43,053 | $2.9B |
| 44 | Pace Industry Union-Management Pension Fund | Pace Industry Union-Management Pension Fund | TN | 3,134 | $2.8B |
| 45 | New York State Teamsters Conference Pension & Retirement Fund | Trustees of Nys Teamsters Conference | NY | 9,522 | $2.8B |
| 46 | Int'l Brotherhood of Electrical Workers' Pension Benefit Fund | International Brotherhood of Electrical Workers' Pension Benefit Fund | DC | 450,729 | $2.8B |
| 47 | Laborers District Council & Contractors Pension Fund of Ohio | Bd of Trustees, Laborers Dist Council & Constrs Pension Fund | OH | 14,573 | $2.7B |
| 48 | Teamsters Pension Trust Fund of Philadelphia & Vic | Board of Trustees of Teamsters Pension Trust Fund of Philadelphia & VI | NJ | 8,608 | $2.7B |
| 49 | New York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund | Board of Trustees | NY | 25,208 | $2.6B |
| 50 | Massachusetts Laborers' Pension Fund | Board of Trustees of Massachusetts Laborers' Pension Fund | MA | 10,203 | $2.5B |
Nearby Plan Types
Other employer-sponsored retirement plan categories filed on Form 5500.
Frequently Asked Questions
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Source: U.S. Department of Labor, EBSA Form 5500 public disclosure dataset. Plan year 2024. This page aggregates plans where the filer coded the plan as Other.
Source: DOL EFAST2 filing system (efast.dol.gov) - plan type classification reflects the code selected by the plan administrator at filing time.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.