Defined Benefit (Pension) · DOL Form 5500 · 2022
Forest Lawn Memorial-Park Assoc Pension Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 901
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $84,981
- Avg per participant Below avg balance/head
Official DOL plan name: Forest Lawn Retirement Plan · Sponsored by Forest Lawn Memorial-Park Assoc · California · Other Services
$77M in assets, 901 participants
Forest Lawn Memorial-Park Assoc's Forest Lawn Retirement Plan reported $77M in total assets and 901 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #8,105 in Other Services (8,398 peers)
Where Forest Lawn Retirement Plan sits by assets
Forest Lawn Retirement Plan sits in the top 10% of all filed plans by assets, $77M for 901 participants (~$84,981/participant), down 15.8% in 2022.
- #8,105
- in Other Services (8,398 peers)
- -15.8%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Forest Lawn Retirement Plan's outsized position by total assets
Forest Lawn Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$76,567,712 Top 9% higher than 91% 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
Forest Lawn Retirement Plan 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. Forest Lawn Retirement Plan sits mid-pack in the medium band (901 participants).
Published 5500 schedule card
Filing strip 950743320 · Forest Lawn Memorial-Park Assoc PY 2022 · Defined Benefit (Pension)
Forest Lawn Retirement Plan · $77M · 901 · 91st
- VS-ST $77M
- VS-ST 901
- VS-ST 91st
- VS-ST Defined Benefit (Pension)
- VS-ST near Plumbers, Pipefitters & Apprentices Local 112 Pension Plan
- VS-ST ind #8105
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 Other Services retirement plans → · Plans in California →
Forest Lawn Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $91M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | -$14M |
| Employer EIN | 950743320 |
| Plan Effective Date | 1953-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forest Lawn Memorial-Park Assoc)
Sponsor-wide plan assets over time
All Forest Lawn Memorial-Park Assoc plans reported in each filing year
- Latest sponsor-wide plan assets
- $235M 28.16164904384276% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,942 | $183M |
| 2023 | 2 | 2,010 | $208M |
| 2024 | 2 | 2,074 | $235M |
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
Forest Lawn Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Plumbers, Pipefitters & Apprentices Local 112 Pension Plan in NY ($77M); by covered participants it is Pension Plan for Bargaining Employees of Evraz Rocky Mountain Steel in IL (902 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
Similar participant headcount
Nearest other-state filings by covered participants (901 participants); asset peers above are excluded.
- Pension Plan for Bargaining Employees of Evraz Rocky Mountain Steel (IL) 902 · 1 off
- International Union of Operating Engineers Local 14-14b Pension Fd (NY) 900 · 1 off
- Bridgestone Americas, Inc. Salaried Employees Retirement Plan (TN) 902 · 1 off
- Akron General Medical Center Retirement Income Plan (OH) 898 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.