Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Siu Pacific District Pension Pension Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
748
Participants Near avg headcount
93rd
Percentile by assets National rank
$146,009
Avg per participant Above avg balance/head
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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.

  • #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.

#3,574
in Transportation & Warehousing (3,876 peers)
-0.9%
assets change YoY
1.1×
vs typical plan assets (national mean)

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's outsized position by total assets

Siu Pacific District Pension Plan vs every filed plan by assets

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

$109,215,075 Top 7% higher than 93% 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

Siu Pacific District Pension 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. Siu Pacific District Pension Plan sits mid-pack in the medium band (748 participants).

Published 5500 schedule card

Filing strip 946061923 · Board of Trustees of Siu Pacific District Pension PY 2022 · Defined Benefit (Pension)

Siu Pacific District Pension Plan · $109M · 748 · 93rd

  • NET $109M
  • BOOK 748
  • VS-ST 93rd
  • BOY Defined Benefit (Pension)
  • SCH near Southwest Power Pool, Inc. Retirement Plan
  • EBSA ind #3574

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 Transportation & Warehousing retirement plans → · Plans in California →

Siu Pacific District Pension Plan in the asset neighbourhood

IBEW Local 129 Pension Fund Pension PlanIBEW Local 129 Pension Fund …$109MThe Fifth Third Bancorp Master Retirement PlanThe Fifth Third Bancorp Mast…$109MSiu Pacific District Pension PlanSiu Pacific District Pension…$109MSouthwest Power Pool, Inc. Retirement PlanSouthwest Power Pool, Inc. R…$109MEmblemhealth Services Company, LLC Employees' Retirement Plan and Trust IIEmblemhealth Services Compan…$109M
End-of-year total assets ($M) among Siu Pacific District Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Board of Trustees of Siu Pacific District Pension plans reported in each filing year

Latest sponsor-wide plan assets
$119M 8.685631539418894% vs 2022
2024 filing year
$105M$110M$115M$120M 20222024 $109M $119M ▲ +8.7%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Siu Pacific District Pension Plan, Total assets ($B): 0.109215075 · Participants: 748Siu Pacific District Pension PlanKaiser 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
Siu Pacific District Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Siu Pacific District Pension Plan side-by-side with 3 peers →

Siu Pacific District Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Southwest Power Pool, Inc. Retirement Plan in AR ($109M); by covered participants it is Graphic Communications Conference National Pension Fund in IL (747 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (748 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Siu Pacific District Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Graphic Communications Conference National Pension Fund in IL (747 participants, $1.6B 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 946061923.

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.