Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Southern California General Sales Employers Pension Plan
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 143
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $621,487
- Avg per participant High balance/head
Official DOL plan name: Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund · Sponsored by Board of Trustees, Southern California General Sales Employers · California · Retail Trade
$89M in assets, 143 participants
Board of Trustees, Southern California General Sales Employers's Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund reported $89M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,966 in Retail Trade (8,414 peers)
Coverage in California
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund covers 143 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $89M.
- #7,966
- in Retail Trade (8,414 peers)
- +0.4%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund's outsized position by total assets
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$88,872,631 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund reported net income rose from -$23M in the plan year 2022 filing to $383K in the plan year 2023 filing.
- Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund reported participants rose from 137 in the plan year 2022 filing to 143 in the plan year 2023 filing.
- Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund end-of-year assets rose from $89M in the plan year 2022 filing to $89M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 516029991 · Board of Trustees, Southern California General Sales Employers PY 2023 · Defined Benefit (Pension)
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund · $89M · 143 · 90th
- EOY $89M
- EOY 143
- EOY 90th
- EOY Defined Benefit (Pension)
- EOY near Secura Employees' Pension Plan
- EOY ind #7966
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 Retail Trade retirement plans → · Plans in California →
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | $383K |
| Employer EIN | 516029991 |
| Plan Effective Date | 1964-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Southern California General Sales Employers)
Sponsor-wide plan assets over time
All Board of Trustees, Southern California General Sales Employers plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 3.9533626241108877% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 137 | $89M |
| 2023 | 1 | 143 | $89M |
| 2024 | 1 | 135 | $85M |
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 $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Secura Employees' Pension Plan in WI ($89M); by covered participants it is Local 153-Ghi Pension Plan in NY (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
- Secura Employees' Pension Plan (WI) $89M · 159
- Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln (IL) $89M · 1,010
- The Connecticut Water Company Employees' Retirement Plan (CT) $89M · 88
- Indiana Teamsters Pension Plan (IN) $89M · 1,100
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.