Other
2022 plan-year Other DOL Form 5500

Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund

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

Sponsored by Board of Trustees, Southern California General Sales Employers · California · Retail Trade

What the 2023 filing shows

Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund holds $89M for 137 participants — about $646,210 per participant, down 20.2% over the 2022 plan year.

$89M
total plan assets (2022 EOY)
137
covered participants
$646,210
avg assets per participant
-20.2%
assets change YoY

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.

Total Assets (2023)
$89M
Participants
137
State
Industry
Retail Trade

What the Filing Says About Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund

Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund is a Other retirement plan sponsored by Board of Trustees, Southern California General Sales Employers, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $89M in total end-of-year assets and covers 137 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 516029991, and the plan has been effective since 1964-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $111M at the beginning of 2022 to $89M at year-end — a decline of 20.2%. Net assets (after liabilities) closed the year at $88M, with reported net income of $-22,566,185 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)$111M
Total Assets (End of Year)$89M
Net Assets (End of Year)$88M
Net Income$-22,566,185
Plan TypeOther
Employer EIN516029991
Plan Effective Date1964-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Southern California General Sales Employers)

Year Plans Participants Total Assets
2022 1 137 $89M
2023 1 143 $89M
2024 1 135 $85M

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 General Sales Employers and United Food and Commercial Workers Unions Pension Fund?
As of the 2022 Form 5500 filing, Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund holds $89M in total assets with 137 participants. It is sponsored by Board of Trustees, Southern California General Sales Employers.
What type of plan is Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund?
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund is a Other plan. It has been effective since 1964-07-01. The plan is filed with the U.S. Department of Labor under EIN 516029991.
Who sponsors the Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund?
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund is sponsored by Board of Trustees, Southern California General Sales Employers, located in California. The sponsor's EIN is 516029991 and the plan operates in the Retail Trade industry.
How did Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund perform in 2022?
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund declined by 20.2% during 2022, moving from $111M to $89M in total assets. Net income was $-22,566,185.
Where can I find official filings for Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund?
Official Form 5500 filings for Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 516029991 or plan name at efast.dol.gov.
How does Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund compare to other plans?
You can compare Southern California General Sales Employers and United Food and Commercial Workers Unions 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 516029991.

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.