Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, Southern California Local 831 - Pension Plan

Data updated 2026-08-25

$431M
Total assets Above avg plan size
494
Participants Below avg headcount
98th
Percentile by assets National rank
$872,554
Avg per participant High balance/head
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Official DOL plan name: Southern California Local 831 - Employer Pension Fund · Sponsored by Board of Trustees, Southern California Local 831 - · California · Construction

$431M in assets, 494 participants

Board of Trustees, Southern California Local 831 -'s Southern California Local 831 - Employer Pension Fund reported $431M in total assets and 494 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #9,665 in Construction (9,927 peers)

Where Southern California Local 831 - Employer Pension Fund sits by assets

Southern California Local 831 - Employer Pension Fund sits in the top 5% of all filed plans by assets, $431M for 494 participants (~$872,554/participant), down 15.3% in 2022.

#9,665
in Construction (9,927 peers)
-15.3%
assets change YoY
4.3×
vs typical plan assets (national mean)

The plan reported a net loss of $78M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern California Local 831 - Employer Pension Fund's outsized position by total assets

Southern California Local 831 - Employer Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$431,041,819 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Southern California Local 831 - Employer 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 Local 831 - Employer Pension Fund sits mid-pack in the medium band (494 participants).

EBSA filing schedule strip

Filing strip 956376874 · Board of Trustees, Southern California Local 831 - PY 2022 · Defined Benefit (Pension)

Southern California Local 831 - Employer Pension Fund · $431M · 494 · 98th

  • BOY $431M
  • BOY 494
  • BOY 98th
  • BOY Defined Benefit (Pension)
  • BOY near Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust
  • BOY ind #9665

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 Construction retirement plans → · Plans in California →

Southern California Local 831 - Employer Pension Fund in the asset neighbourhood

American Cast Iron Pipe Company Pension PlanAmerican Cast Iron Pipe Comp…$432MColumbia Bank Retirement Plan$432MUnited Mine Workers of America 1985 Construction Workers Pension PlanUnited Mine Workers of Ameri…$432MSouthern California Local 831 - Employer Pension FundSouthern California Local 83…$431MPension Plan of the Oregon Sheet Metal Workers Master Retirement TrustPension Plan of the Oregon S…$431M
End-of-year total assets ($M) among Southern California Local 831 - Employer Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$509M
Net Assets (End of Year)$428M
Net Income-$78M
Employer EIN956376874
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Southern California Local 831 -)

Sponsor-wide plan assets over time

All Board of Trustees, Southern California Local 831 - plans reported in each filing year

Latest sponsor-wide plan assets
$489M 13.50919480042376% vs 2022
2024 filing year
$420M$440M$460M$480M$500M 202220232024 $431M $489M ▲ +13.5%
Year Plans Participants Total Assets
2022 1 494 $431M
2023 1 1,042 $459M
2024 1 1,127 $489M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southern California Local 831 - Employer Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Southern California Local 831 - Employer Pension Fund, Total assets ($B): 0.431041819 · Participants: 494Southern California Local 831 - Employer Pension FundKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Southern California Local 831 - Employer Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Southern California Local 831 - Employer Pension Fund side-by-side with 3 peers →

Southern California Local 831 - Employer Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust in OR ($431M); by covered participants it is Trusted Media Brands, Inc. Cash Balance Plan in NY (494 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (494 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern California Local 831 - Employer Pension Fund assets move in 2022? ▼
Southern California Local 831 - Employer Pension Fund declined sharply - down 15.3% during 2022, from $509M to $431M. Reported net income was -$78M.
How have Board of Trustees, Southern California Local 831 - plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Southern California Local 831 -'s sponsor-wide assets grew 13.5%, from $431M to $489M.
Where does Southern California Local 831 - Employer Pension Fund rank by assets among Form 5500 filers? ▼
Southern California Local 831 - Employer Pension Fund ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Southern California Local 831 - Employer Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust in OR ($431M, 1,589 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern California Local 831 - Employer Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Trusted Media Brands, Inc. Cash Balance Plan in NY (494 participants, $49M in assets).

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 956376874.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.