Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Southern California Lumber Pension Plan
Data updated 2026-08-25
- $202M
- Total assets Near avg plan size
- 1,004
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $201,117
- Avg per participant Above avg balance/head
Official DOL plan name: Southern California Lumber Industry Retirement Fund · Sponsored by Board of Trustees, Southern California Lumber · California · Manufacturing
$202M in assets, 1,004 participants
Board of Trustees, Southern California Lumber's Southern California Lumber Industry Retirement Fund reported $202M in total assets and 1,004 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #17,197 in Manufacturing (18,722 peers)
Where Southern California Lumber Industry Retirement Fund sits by assets
Southern California Lumber Industry Retirement Fund sits in the top 5% of all filed plans by assets, $202M for 1,004 participants (~$201,117/participant), up 1.5% in 2023.
- #17,197
- in Manufacturing (18,722 peers)
- +1.5%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Southern California Lumber Industry Retirement Fund's outsized position by total assets
Southern California Lumber Industry Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$201,921,427 Top 5% higher than 95% 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 Lumber Industry Retirement Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern California Lumber Industry Retirement Fund lands in the large band (1,004 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern California Lumber Industry Retirement Fund reported net income rose from -$49M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Southern California Lumber Industry Retirement Fund reported participants rose from 980 in the plan year 2022 filing to 1,004 in the plan year 2023 filing.
- Southern California Lumber Industry Retirement Fund end-of-year assets rose from $199M in the plan year 2022 filing to $202M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 956035266 · Board of Trustees, Southern California Lumber PY 2023 · Defined Benefit (Pension)
Southern California Lumber Industry Retirement Fund · $202M · 1,004 · 95th
- 5500 $202M
- 5500 1,004
- 5500 95th
- 5500 Defined Benefit (Pension)
- 5500 near United Asso Journeymen & Apprnc Pension Fund
- 5500 ind #17197
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 Manufacturing retirement plans → · Plans in California →
Southern California Lumber Industry Retirement Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $199M |
|---|---|
| Net Assets (End of Year) | $202M |
| Net Income | $3M |
| Employer EIN | 956035266 |
| Plan Effective Date | 1957-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Southern California Lumber)
Sponsor-wide plan assets over time
All Board of Trustees, Southern California Lumber plans reported in each filing year
- Latest sponsor-wide plan assets
- $205M 2.9011942465998772% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 980 | $199M |
| 2023 | 1 | 1,004 | $202M |
| 2024 | 1 | 951 | $205M |
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 Lumber Industry Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is United Asso Journeymen & Apprnc Pension Fund in FL ($202M); by covered participants it is 32bj/Broadway League Pension Fund in NY (1,004 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($202M here).
- United Asso Journeymen & Apprnc Pension Fund (FL) $202M · 783
- Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates (UT) $202M · 684
- Cefcu Retirement Income Plan and Trust (IL) $201M · 827
- Link-Belt Construction Equipment Company Employees' Retirement Plan (KY) $202M · 98
Similar participant headcount
Nearest other-state filings by covered participants (1,004 participants); asset peers above are excluded.
- 32bj/Broadway League Pension Fund (NY) 1,004 · 0 off
- Modern Woodmen of America Employees' Retirement Plan (IL) 1,003 · 1 off
- Unicare Retirement Plan (NJ) 1,006 · 2 off
- Komatsu U.S. Pension Plan (WI) 1,006 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.