Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Southern California General Sales Employers Pension Plan
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 137
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $646,210
- Avg per participant High balance/head
Official DOL plan name: Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund · Sponsored by Board of Trustees, Southern California General Sales Employers · California · Retail Trade
$89M in assets, 137 participants
Board of Trustees, Southern California General Sales Employers's Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund reported $89M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #9,110 in Retail Trade (9,519 peers)
Coverage in California
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $89M.
- #9,110
- in Retail Trade (9,519 peers)
- -20.2%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund's outsized position by total assets
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$88,530,710 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund 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. Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund sits mid-pack in the medium band (137 participants).
Form 5500 schedule snapshot
Filing strip 516029991 · Board of Trustees, Southern California General Sales Employers PY 2022 · Defined Benefit (Pension)
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund · $89M · 137 · 92nd
- NET $89M
- BOOK 137
- VS-ST 92nd
- BOY Defined Benefit (Pension)
- SCH near Orange Regional Medical Center Employees' Retirement Plan
- EBSA ind #9110
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 General Sales Employers and United Food and Commercial Workers Unions Pension Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | -$23M |
| Employer EIN | 516029991 |
| Plan Effective Date | 1964-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Southern California General Sales Employers)
Sponsor-wide plan assets over time
All Board of Trustees, Southern California General Sales Employers plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 3.9533626241108877% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 137 | $89M |
| 2023 | 1 | 143 | $89M |
| 2024 | 1 | 135 | $85M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Orange Regional Medical Center Employees' Retirement Plan in NY ($89M); by covered participants it is Albemarle Corporation Pension Plan for Represented Employees in Houston, Tx. in NC (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
- Orange Regional Medical Center Employees' Retirement Plan (NY) $89M · 84
- Laborers Local 235 Pension Fund (NY) $88M · 323
- Good Shepherd Rehabilitation Hospital Employees' Pension Plan (PA) $89M · 159
- Retirement Benefit Plan of Gciu Detroit Newspaper Union 13n with Detroit Area Newspaper Publishers (MI) $89M · 1
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
- Albemarle Corporation Pension Plan for Represented Employees in Houston, Tx. (NC) 137 · 0 off
- Pension Plan of Volvo Cars of North America, LLC (NJ) 137 · 0 off
- Abx Air, Inc Pilots Minimum Monthly Retirement Income Plan (OH) 137 · 0 off
- Tam International, Inc. Defined Benefit Pension Plan (TX) 137 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.