Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, California Labor Federation AFL-CIO Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
17
Participants Small participant base
75th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of California Labor Federation AFL-CIO · Sponsored by Board of Trustees, California Labor Federation AFL-CIO · California · Other Services

$17M in assets, 17 participants

Board of Trustees, California Labor Federation AFL-CIO's Pension Plan for Employees of California Labor Federation AFL-CIO reported $17M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,233 in Other Services (8,398 peers)

Where Pension Plan for Employees of California Labor Federation AFL-CIO sits by assets

Pension Plan for Employees of California Labor Federation AFL-CIO sits in the top quartile of all filed plans by assets, $17M for 17 participants (~$1.0M/participant), down 12.4% in 2022.

#7,233
in Other Services (8,398 peers)
-12.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for Employees of California Labor Federation AFL-CIO's outsized position by total assets

Pension Plan for Employees of California Labor Federation AFL-CIO vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,238,523 Top 25% higher than 75% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Pension Plan for Employees of California Labor Federation AFL-CIO among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of California Labor Federation AFL-CIO is a small filing (17 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 940362030 · Board of Trustees, California Labor Federation AFL-CIO PY 2022 · Defined Benefit (Pension)

Pension Plan for Employees of California Labor Federation AFL-CIO · $17M · 17 · 75th

  • BOOK $17M
  • BOOK 17
  • BOOK 75th
  • BOOK Defined Benefit (Pension)
  • BOOK near Nassau Candy Pension Plan
  • BOOK ind #7233

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 Other Services retirement plans → · Plans in California →

Pension Plan for Employees of California Labor Federation AFL-CIO in the asset neighbourhood

Paul Mueller Company Contract Employees Retirement PlanPaul Mueller Company Contrac…$17MPension Plan for Employees of California Labor Federation AFL-CIOPension Plan for Employees o…$17MNassau Candy Pension Plan$17MCommunications Workers of America Adjustable Pension PlanCommunications Workers of Am…$17MUnited Heritage Credit Union Defined Benefit Plan and TrustUnited Heritage Credit Union…$17M
End-of-year total assets ($M) among Pension Plan for Employees of California Labor Federation AFL-CIO and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN940362030
Plan Effective Date1955-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, California Labor Federation AFL-CIO)

Sponsor-wide plan assets over time

All Board of Trustees, California Labor Federation AFL-CIO plans reported in each filing year

Latest sponsor-wide plan assets
$21M 20.8653200741154% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.2M $20.8M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 17 $17M
2023 1 12 $19M
2024 1 12 $21M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Employees of California Labor Federation AFL-CIO vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pension Plan for Employees of California Labor Federation AFL-CIO, Total assets ($B): 0.017238523 · Participants: 17Pension Plan for Employees of California Labor Federation AFL-CIOKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Pension Plan for Employees of California Labor Federation AFL-CIO vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Pension Plan for Employees of California Labor Federation AFL-CIO's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Nassau Candy Pension Plan in NY ($17M); by covered participants it is Retirement Plan for Employees of San Jose Cattle Company in TX (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pension Plan for Employees of California Labor Federation AFL-CIO assets move in 2022?
Pension Plan for Employees of California Labor Federation AFL-CIO pulled back noticeably - down 12.4% during 2022, from $20M to $17M. Reported net income was -$2M.
How have Board of Trustees, California Labor Federation AFL-CIO plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees, California Labor Federation AFL-CIO's sponsor-wide assets grew 20.9%, from $17M to $21M.
Where does Pension Plan for Employees of California Labor Federation AFL-CIO rank by assets among Form 5500 filers?
Pension Plan for Employees of California Labor Federation AFL-CIO ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of California Labor Federation AFL-CIO?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nassau Candy Pension Plan in NY ($17M, 99 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of California Labor Federation AFL-CIO?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of San Jose Cattle Company in TX (17 participants, $4M in assets).