Other
2022 plan-year Other DOL Form 5500

Southern California Lumber Industry Retirement Fund

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

Sponsored by Board of Trustees, Southern California Lumber · California · Manufacturing

What the 2023 filing shows

Southern California Lumber Industry Retirement Fund holds $199M for 980 participants — about $203,005 per participant, down 19.8% over the 2022 plan year.

$199M
total plan assets (2022 EOY)
980
covered participants
$203,005
avg assets per participant
-19.8%
assets change YoY

The plan reported a net loss of $49M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$199M
Participants
980
State
Industry
Manufacturing

What the Filing Says About Southern California Lumber Industry Retirement Fund

Southern California Lumber Industry Retirement Fund is a Other retirement plan sponsored by Board of Trustees, Southern California Lumber, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $199M in total end-of-year assets and covers 980 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 956035266, and the plan has been effective since 1957-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $248M at the beginning of 2022 to $199M at year-end — a decline of 19.8%. Net assets (after liabilities) closed the year at $199M, with reported net income of $-48,903,402 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)$248M
Total Assets (End of Year)$199M
Net Assets (End of Year)$199M
Net Income$-48,903,402
Plan TypeOther
Employer EIN956035266
Plan Effective Date1957-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Southern California Lumber)

Year Plans Participants Total Assets
2022 1 980 $199M
2023 1 1,004 $202M
2024 1 951 $205M

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 Lumber Industry Retirement Fund?
As of the 2022 Form 5500 filing, Southern California Lumber Industry Retirement Fund holds $199M in total assets with 980 participants. It is sponsored by Board of Trustees, Southern California Lumber.
What type of plan is Southern California Lumber Industry Retirement Fund?
Southern California Lumber Industry Retirement Fund is a Other plan. It has been effective since 1957-05-01. The plan is filed with the U.S. Department of Labor under EIN 956035266.
Who sponsors the Southern California Lumber Industry Retirement Fund?
Southern California Lumber Industry Retirement Fund is sponsored by Board of Trustees, Southern California Lumber, located in California. The sponsor's EIN is 956035266 and the plan operates in the Manufacturing industry.
How did Southern California Lumber Industry Retirement Fund perform in 2022?
Southern California Lumber Industry Retirement Fund declined by 19.8% during 2022, moving from $248M to $199M in total assets. Net income was $-48,903,402.
Where can I find official filings for Southern California Lumber Industry Retirement Fund?
Official Form 5500 filings for Southern California Lumber Industry Retirement Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 956035266 or plan name at efast.dol.gov.
How does Southern California Lumber Industry Retirement Fund compare to other plans?
You can compare Southern California Lumber Industry Retirement 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 956035266.

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.