Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Siu Pacific District Pension Pension Plan

Data updated 2026-08-11

$109M
Total assets
748
Participants
93rd
Percentile by assets
$146,009
Avg per participant
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Official DOL plan name: Siu Pacific District Pension Plan · Sponsored by Board of Trustees of Siu Pacific District Pension · California · Transportation & Warehousing

$109M in assets, 748 participants

Board of Trustees of Siu Pacific District Pension's Siu Pacific District Pension Plan reported $109M in total assets and 748 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #3,574 in Transportation & Warehousing (3,876 peers)

Where Siu Pacific District Pension Plan sits by assets

Siu Pacific District Pension Plan sits in the top 10% of all filed plans by assets, $109M for 748 participants (~$146,009/participant), down 0.9% in 2022.

$109M
total plan assets (2022 EOY)
748
covered participants
93rd
percentile by assets (of 139,126 plans)
$146,009
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Siu Pacific District Pension Plan vs the 2022 asset distribution

By assets, Siu Pacific District Pension Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$109M
Net Income-$1M
Employer EIN946061923
Plan Effective Date1957-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Siu Pacific District Pension)

$105M$110M$115M$120M 20222024 $109M $119M ▲ +8.7%
Total plan assets by year, all Board of Trustees of Siu Pacific District Pension plans on file
Year Plans Participants Total Assets
2022 1 748 $109M
2024 1 771 $119M

Nearby Defined Benefit (Pension) Plans in California

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

Siu Pacific District Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Siu Pacific District Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Siu Pacific District…Kaiser Permanente Re…Pacific Gas and Elec…Retirement Plan for …Disney Salaried Pens…Wells Fargo & Compan…
Siu Pacific District Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Siu Pacific District Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Siu Pacific District Pension Plan assets move in 2022?
Siu Pacific District Pension Plan held essentially flat - down 0.9% during 2022, from $110M to $109M. Reported net income was -$1M.
How have Board of Trustees of Siu Pacific District Pension plan assets changed over time?
Across 2 plan years on file (2022-2024), Board of Trustees of Siu Pacific District Pension's sponsor-wide assets grew 8.7%, from $109M to $119M.
Where does Siu Pacific District Pension Plan rank by assets among Form 5500 filers?
Siu Pacific District Pension Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Siu Pacific District Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southwest Power Pool, Inc. Retirement Plan in AR ($109M, 632 participants).

Scale reading

Ways to act on Siu Pacific District Pension Plan's numbers.