Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, Southwest Marine Pension Trust Pension Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
172
Participants Small participant base
86th
Percentile by assets National rank
$229,505
Avg per participant Above avg balance/head
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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.

  • #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.

#3,298
in Transportation & Warehousing (3,876 peers)
-19.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Southwest Marine Pension Trust's outsized position 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 $2,050,000,000 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

Southwest Marine Pension Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Marine Pension Trust sits mid-pack in the medium band (172 participants).

DOL schedule card

Filing strip 956123404 · Board of Trustees, Southwest Marine Pension Trust PY 2022 · Defined Benefit (Pension)

Southwest Marine Pension Trust · $39M · 172 · 86th

  • BOOK $39M
  • BOOK 172
  • BOOK 86th
  • BOOK Defined Benefit (Pension)
  • BOOK near The Belt Railway Company of Chicago Pension Plan for Non-Schedule Employees
  • BOOK ind #3298

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 Transportation & Warehousing retirement plans → · Plans in California →

Southwest Marine Pension Trust in the asset neighbourhood

Gehl Company Retirement Income Plan BGehl Company Retirement Inco…$40MHourly Employees Pension Plan (Multiplant)Hourly Employees Pension Pla…$40MSouthwest Marine Pension TrustSouthwest Marine Pension Tru…$39MThe Belt Railway Company of Chicago Pension Plan for Non-Schedule EmployeesThe Belt Railway Company of …$39MDominion Energy Kewaunee Union Pension PlanDominion Energy Kewaunee Uni…$39M
End-of-year total assets ($M) among Southwest Marine Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Board of Trustees, Southwest Marine Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$54M 36.03322809433202% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $39.5M $53.7M ▲ +36.1%
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 ($B) Participants Southwest Marine Pension Trust, Total assets ($B): 0.039474909 · Participants: 172Southwest Marine Pension TrustKaiser 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
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 →

Southwest Marine Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Belt Railway Company of Chicago Pension Plan for Non-Schedule Employees in IL ($39M); by covered participants it is Plan De Pensiones Cooperativa De Seguros Multiples in PR (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southwest Marine Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plan De Pensiones Cooperativa De Seguros Multiples in PR (172 participants, $54M in assets).

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.