Other
2022 plan-year Other DOL Form 5500

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

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, Southern California United Food · California · Retail Trade

What the 2023 filing shows

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund holds $798M for 11,420 participants — about $69,880 per participant, down 22.6% over the 2022 plan year.

$798M
total plan assets (2022 EOY)
11,420
covered participants
$69,880
avg assets per participant
-22.6%
assets change YoY

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.

Total Assets (2023)
$798M
Participants
11,420
State
Industry
Retail Trade

What the Filing Says About 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 is a Other retirement plan sponsored by Board of Trustees, Southern California United Food, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $798M in total end-of-year assets and covers 11,420 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 516029925, and the plan has been effective since 1958-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.0B at the beginning of 2022 to $798M at year-end — a decline of 22.6%. Net assets (after liabilities) closed the year at $797M, with reported net income of $-221,675,427 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1.0B
Total Assets (End of Year)$798M
Net Assets (End of Year)$797M
Net Income$-221,675,427
Plan TypeOther
Employer EIN516029925
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

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

Year Plans Participants Total Assets
2022 1 11,420 $798M
2023 1 11,230 $884M
2024 1 10,539 $928M

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund?
As of the 2022 Form 5500 filing, Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund holds $798M in total assets with 11,420 participants. It is sponsored by Board of Trustees, Southern California United Food.
What type of plan is 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 is a Other plan. It has been effective since 1958-01-01. The plan is filed with the U.S. Department of Labor under EIN 516029925.
Who sponsors the 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 is sponsored by Board of Trustees, Southern California United Food, located in California. The sponsor's EIN is 516029925 and the plan operates in the Retail Trade industry.
How did Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund perform in 2022?
Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund declined by 22.6% during 2022, moving from $1.0B to $798M in total assets. Net income was $-221,675,427.
Where can I find official filings for Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund?
Official Form 5500 filings for Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 516029925 or plan name at efast.dol.gov.
How does Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund compare to other plans?
You can compare Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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