Plan5500

California Ironworkers Field Pension Trust — Form 5500 plan (Board Of Trustees, California Ironworkers Field Pension Trust Fun)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, California Ironworkers Field Pension Trust is a benefit plan reported by Board Of Trustees, California Ironworkers Field Pension Trust Fun under EIN 95-6042866 and plan number 001. The latest loaded filing year is 2023. The filing reports 21,784 participants and $3,308,526,816 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.3BPlan net assets, end of year$3,268,808,994
Participants21.8KCovered participants reported21,784
Assets / participant$151.9KComputed: assets ÷ participants$151,879 (computed)
Provider compensation$11.7M42 Schedule C provider row(s)$11,707,654
Plan sponsor
Board Of Trustees, California Ironworkers Field Pension Trust Fun
EIN
95-6042866
Plan number
001
Plan type
1
Location
Pasadena, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    21,784 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.3B total assets
Net assets$3.3BLiabilities$39.7M
Money in vs. money out
Total income / additions$506.9M
Total expenses$208.6M
Benefits paid / distributions$194.1M
Contributions
Employer$138.7M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$3,308,526,816
Total liabilities (EOY)
$39,717,822
Net assets (EOY)
$3,268,808,994
Net assets (BOY)
$2,970,445,244

Income & contributions

Employer contributions
$138,677,295
Total contributions
$138,677,295
Total income / additions
$506,920,129

Expenses & distributions

Benefits paid
$194,099,575
Administrative expenses
$14,456,804
Total expenses
$208,556,379
Net increase / (decrease)
$298,363,750
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Ironworkers Employees Benefit Corp.$2.6M
    NONE · Direct $2.6M
  2. 2
    Arrowstreet Capital$2.1M
    NONE · Direct $2.1M
  3. 3
    Asb Capital Management LLC$769K
    NONE · Direct $769K
  4. 4
    Champlain Investment Partners$630K
    NONE · Direct $630K · Indirect $0
  5. 5
    Jennison Associates LLC$628.7K
    NONE · Direct $628.7K · Indirect $0
  6. 6
    Newton Investment Management North$628.4K
    NONE · Direct $628.4K · Indirect $0
  7. 7
    Aristotle Capital Boston LLC$524.5K
    NONE · Direct $524.5K · Indirect $0
  8. 8
    Schroder Investment Mgmt$513.7K
    NONE · Direct $513.7K
  9. 9
    Pimco$497.7K
    NONE · Direct $497.7K · Indirect $0
  10. 10
    Dodge & Cox$425.4K
    NONE · Direct $425.4K · Indirect $0
  11. 11
    The Bank Of New York Mellon Trust C$336.5K
    NONE · Direct $336.5K · Indirect $0
  12. 12
    Blackrock Financial Management$332.5K
    NONE · Direct $332.5K
  13. 13
    Milliman, Inc$303.6K
    NONE · Direct $303.6K
  14. 14
    Rvk, Inc.$251K
    NONE · Direct $251K
  15. 15
    Kraw Law Group, Apc$235.4K
    NONE · Direct $235.4K
  16. 16
    Withumsmith+Brown, Pc$101.3K
    NONE · Direct $101.3K
  17. 17
    Top Tier Resources, Inc.$101K
    NONE · Direct $101K
  18. 18
    Hbk-Multi Strategy Offshore Fund Lt$92.7K
    NONE · Direct $0 · Indirect $92.7K
  19. 19
    Marsh Mclennan Companies, Inc.$81.2K
    NONE · Direct $0 · Indirect $81.2K
  20. 20
    Roth Staffing Companies, Lp$72K
    NONE · Direct $72K
  21. 21
    Logicalis, Inc.$67.7K
    NONE · Direct $67.7K
  22. 22
    Wells Fargo Bank, N.A.$60.7K
    NONE · Direct $60.7K
  23. 23
    Mellon Capital Mgmt Corp$54.1K
    NONE · Direct $54.1K · Indirect $0
  24. 24
    Level 3 Financing, Inc$31.1K
    NONE · Direct $31.1K
  25. 25
    Olympic Staffing Services$28.8K
    NONE · Direct $28.8K
  26. 26
    Nth Generation Computing, Inc.$21.5K
    NONE · Direct $21.5K
  27. 27
    Iron Mountain, Inc.$20.9K
    NONE · Direct $20.9K
  28. 28
    Life Status 360, LLC$18.7K
    NONE · Direct $18.7K
  29. 29
    Ecs Imaging, Inc.$16.8K
    NONE · Direct $16.8K
  30. 30
    Newmark Partners Lp$9.5K
    NONE · Direct $9.5K
  31. 31
    House Of Printing, Inc.$9.4K
    NONE · Direct $9.4K
  32. 32
    Goldman Sachs & Co, Ny$8.3K
    NONE · Direct $8.3K
  33. 33
    Merrill Lynch Intl London Equities$7.1K
    NONE · Direct $7.1K
  34. 34
    Ubs Securities LLC, Stamford$6.6K
    NONE · Direct $6.6K
  35. 35
    Rbc Capital Markets LLC, New York$6.4K
    NONE · Direct $6.4K
  36. 36
    Stericycle, Inc$6K
    NONE · Direct $6K
  37. 37
    Robert Half International, Inc$6K
    NONE · Direct $6K
  38. 38
    Aston Carter, Inc.$5.8K
    NONE · Direct $5.8K
  39. 39
    Wells Fargo Securities, LLC$5.8K
    NONE · Direct $5.8K
  40. 40
    Quadient Cxm Usa Inc$5.7K
    NONE · Direct $5.7K
  41. 41
    Itad Usa Holdings, LLC$5.5K
    NONE · Direct $5.5K
  42. 42
    Vergent LLC$5.3K
    NONE · Direct $5.3K

What to inspect next

Frequently asked questions

Who sponsors the California Ironworkers Field Pension Trust?
California Ironworkers Field Pension Trust is reported as sponsored by Board Of Trustees, California Ironworkers Field Pension Trust Fun (EIN 95-6042866, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for California Ironworkers Field Pension Trust?
The latest Form 5500 filing year loaded for California Ironworkers Field Pension Trust is 2023.
How many participants does California Ironworkers Field Pension Trust report?
California Ironworkers Field Pension Trust reports 21,784 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for California Ironworkers Field Pension Trust?
California Ironworkers Field Pension Trust reports $3,308,526,816 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages