Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Southern California Lumber Pension Plan
Data updated 2026-08-25
- $199M
- Total assets Near avg plan size
- 980
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $203,005
- Avg per participant Above avg balance/head
Official DOL plan name: Southern California Lumber Industry Retirement Fund · Sponsored by Board of Trustees, Southern California Lumber · California · Manufacturing
$199M in assets, 980 participants
Board of Trustees, Southern California Lumber's Southern California Lumber Industry Retirement Fund reported $199M in total assets and 980 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #19,174 in Manufacturing (20,602 peers)
Where Southern California Lumber Industry Retirement Fund sits by assets
Southern California Lumber Industry Retirement Fund sits in the top 5% of all filed plans by assets, $199M for 980 participants (~$203,005/participant), down 19.8% in 2022.
- #19,174
- in Manufacturing (20,602 peers)
- -19.8%
- assets change YoY
- 2.0×
- vs typical plan assets (national mean)
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.
Southern California Lumber Industry Retirement Fund's outsized position by total assets
Southern California Lumber Industry Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$198,945,176 Top 4% higher than 96% 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 Lumber Industry Retirement 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 Lumber Industry Retirement Fund sits mid-pack in the medium band (980 participants).
DOL schedule card
Filing strip 956035266 · Board of Trustees, Southern California Lumber PY 2022 · Defined Benefit (Pension)
Southern California Lumber Industry Retirement Fund · $199M · 980 · 96th
- ASSETS $199M
- PCT 980
- EIN 96th
- RANK Defined Benefit (Pension)
- PHOTO near 1199 SEIU Regional Pension Fund
- IND ind #19174
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 Manufacturing retirement plans → · Plans in California →
Southern California Lumber Industry Retirement Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $248M |
|---|---|
| Net Assets (End of Year) | $199M |
| Net Income | -$49M |
| Employer EIN | 956035266 |
| Plan Effective Date | 1957-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Southern California Lumber)
Sponsor-wide plan assets over time
All Board of Trustees, Southern California Lumber plans reported in each filing year
- Latest sponsor-wide plan assets
- $205M 2.9011942465998772% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 980 | $199M |
| 2023 | 1 | 1,004 | $202M |
| 2024 | 1 | 951 | $205M |
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 Lumber Industry Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is 1199 SEIU Regional Pension Fund in NY ($199M); by covered participants it is Cooper-Standard Automotive Inc. Salaried Retirement Plan in MI (980 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($199M here).
- 1199 SEIU Regional Pension Fund (NY) $199M · 5,168
- The Maersk Inc. Pension Plan (NJ) $199M · 123
- Wolverine Employees' Pension Plan (MI) $199M · 373
- Mcasf Local 725 Pension Plan (FL) $199M · 911
Similar participant headcount
Nearest other-state filings by covered participants (980 participants); asset peers above are excluded.
- Cooper-Standard Automotive Inc. Salaried Retirement Plan (MI) 980 · 0 off
- The Sherwin-Williams Company Employees' Pension Plan (OH) 981 · 1 off
- Jeld-Wen, Inc. Restated Pension Plan (NC) 981 · 1 off
- Roofers Local 149 Pension Fund (MI) 979 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.