Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, Southwest Marine Pension Trust Pension Plan

Data updated 2026-08-11

$39M
Total assets
172
Participants
86th
Percentile by assets
$229,505
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Southwest Marine Pension Trust · Sponsored by Board of Trustees, Southwest Marine Pension Trust · California · Transportation & Warehousing

$39M in assets, 172 participants

Board of Trustees, Southwest Marine Pension Trust's Southwest Marine Pension Trust reported $39M in total assets and 172 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 139,126 plans)
  • #3,298 in Transportation & Warehousing (3,876 peers)

Coverage in California

Southwest Marine Pension Trust covers 172 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $39M.

$39M
total plan assets (2022 EOY)
172
covered participants
86th
percentile by assets (of 139,126 plans)
$229,505
avg assets per participant

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Southwest Marine Pension Trust sits by total assets

Southwest Marine Pension Trust vs every filed plan by assets

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

$39,474,909 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Transportation & Warehousing

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Southwest Marine Pension Trust reports 172 participants - about 27% of that state average ($39M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$39M
Net Income-$10M
Employer EIN956123404
Plan Effective Date1957-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Southwest Marine Pension Trust)

$35M$40M$45M$50M$55M$60M 202220232024 $39.5M $53.7M ▲ +36.1%
Total plan assets by year, all Board of Trustees, Southwest Marine Pension Trust plans on file
Year Plans Participants Total Assets
2022 1 172 $39M
2023 1 139 $51M
2024 1 112 $54M

Nearby Defined Benefit (Pension) Plans in California

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

Southwest Marine Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Southwest Marine Pen…, Total assets ($B): 0.039474909 · Participants: 172Southwest Marine Pen…Kaiser Permanente Re…, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Re…Pacific Gas and Elec…, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Elec…Retirement Plan for …, Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for …Disney Salaried Pens…, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pens…Wells Fargo & Compan…, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Compan…
Southwest Marine Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Southwest Marine Pension Trust side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Southwest Marine Pension Trust by total assets, not by location.

Frequently Asked Questions

How did Southwest Marine Pension Trust assets move in 2022? ▼
Southwest Marine Pension Trust declined sharply - down 19.7% during 2022, from $49M to $39M. Reported net income was -$10M.
How have Board of Trustees, Southwest Marine Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Southwest Marine Pension Trust's sponsor-wide assets grew 36.0%, from $39M to $54M.
Where does Southwest Marine Pension Trust rank by assets among Form 5500 filers? ▼
Southwest Marine Pension Trust ranks in the 86th 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 Southwest Marine Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Belt Railway Company of Chicago Pension Plan for Non-Schedule Employees in IL ($39M, 49 participants).

Next read for Southwest Marine Pension Trust

Filing takeaways

Ways to act on Southwest Marine Pension Trust's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 956123404.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.