Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Southern California United Food Pension Plan
Data updated 2026-08-11
- $798M
- Total assets
- 11,420
- Participants
- 99th
- Percentile by assets
- $69,880
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $798M
- total plan assets (2022 EOY)
- 11,420
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $69,880
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund reports 11,420 participants - 18x that state average ($798M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $797M |
| Net Income | -$222M |
| Employer EIN | 516029925 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING 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 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
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
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 (Defined Benefit (Pension), $928M, 10,539 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund by total assets, not by location.
Frequently Asked Questions
How did Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund assets move in 2022? ▼
How have Board of Trustees, Southern California United Food plan assets changed over time? ▼
Where does Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund? ▼
Next read for Southern California United Food and Comm…
Filing takeaways
Ways to act on Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund's numbers.
- By total assets, Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Board of Trustees, Southern California United Food's sponsor-wide assets have grown 16.2% since 2022 across 3 plan years on file. More Retail Trade plans