Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, Southern California United Food Pension Plan

Data updated 2026-08-25

$798M
Total assets Above avg plan size
11,420
Participants Very large workforce
99th
Percentile by assets National rank
$69,880
Avg per participant Below avg balance/head
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Official DOL plan name: Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund · Sponsored by Board of Trustees, Southern California United Food · California · Retail Trade

$798M in assets, 11,420 participants

Board of Trustees, Southern California United Food's Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund reported $798M in total assets and 11,420 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #9,440 in Retail Trade (9,519 peers)

Coverage in California

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund covers 11,420 participants in California, 18x the typical California plan (state average ~630 per filing). Assets: $798M.

#9,440
in Retail Trade (9,519 peers)
-22.6%
assets change YoY
8.0×
vs typical plan assets (national mean)

The plan reported a net loss of $222M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund's outsized position by total assets

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund vs every filed plan by assets

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

$798,024,958 Top 1% higher than 99% 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

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund is a mega filing (11,420 participants), the rightmost band on the breakdown.

Plan-year Form 5500 strip

Filing strip 516029925 · Board of Trustees, Southern California United Food PY 2022 · Defined Benefit (Pension)

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund · $798M · 11,420 · 99th

  • PART $798M
  • PART 11,420
  • PART 99th
  • PART Defined Benefit (Pension)
  • PART near Electrical Workers Pension Trust Fund of Local Union No. 58 - IBEW
  • PART ind #9440

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 Retail Trade retirement plans → · Plans in California →

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund in the asset neighbourhood

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008Lincoln National Corporation…$802MElectrical Workers Pension Trust Fund of Local Union No. 58 - IBEWElectrical Workers Pension T…$800MSouthern California United Food and Commercial Workers Unions and Drug Employers Pension FundSouthern California United F…$798MTalen Energy Retirement Plan$796MBaystate Health, Inc. Retirement ProgramBaystate Health, Inc. Retire…$795M
End-of-year total assets ($M) among Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$797M
Net Income-$222M
Employer EIN516029925
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Southern California United Food)

Sponsor-wide plan assets over time

All Board of Trustees, Southern California United Food plans reported in each filing year

Latest sponsor-wide plan assets
$928M 16.228166513057854% vs 2022
2024 filing year
$750M$800M$850M$900M$950M 202220232024 $798M $928M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 11,420 $798M
2023 1 11,230 $884M
2024 1 10,539 $928M

Nearby Defined Benefit (Pension) Plans in California

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

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -10010203040 Total assets ($B) Participants Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund, Total assets ($B): 0.798024958 · Participants: 11420Southern California United Food and Commercial Workers Unions and Drug Employers Pension FundKaiser 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
Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund side-by-side with 3 peers →

Scale composition for Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund reports $798M in end-of-year assets across 11,420 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $69,880 per participant (51% of the national average assets-per-participant) . Net income for plan year 2022 was -$222M.

This plan identity (EIN 516029925, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $798M to $928M (+16.2%) while covered participants moved from 11,420 to 10,539 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,420 $798M This page
2023 11,230 $884M Open filing
2024 · index core 10,539 $928M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Electrical Workers Pension Trust Fund of Local Union No. 58 - IBEW in MI ($800M); by covered participants it is Phillips 66 Retirement Plan in TX (11,398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11,420 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 Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund assets move in 2022? ▼
Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund declined sharply - down 22.6% during 2022, from $1.0B to $798M. Reported net income was -$222M.
How have Board of Trustees, Southern California United Food plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Southern California United Food's sponsor-wide assets grew 16.2%, from $798M to $928M.
Where does Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund rank by assets among Form 5500 filers? ▼
Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Electrical Workers Pension Trust Fund of Local Union No. 58 - IBEW in MI ($800M, 2,913 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Phillips 66 Retirement Plan in TX (11,398 participants, $2.1B 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 516029925.

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.