Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, Southern California United Food Pension Plan

Data updated 2026-08-25

$884M
Total assets Above avg plan size
11,230
Participants Very large workforce
98th
Percentile by assets National rank
$78,708
Avg per participant Below avg balance/head
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Official DOL plan name: Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund · Sponsored by Board of Trustees, Southern California United Food · California · Retail Trade

$884M in assets, 11,230 participants

Board of Trustees, Southern California United Food's Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund reported $884M in total assets and 11,230 participants in its 2023 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.

  • #8,329 in Retail Trade (8,414 peers)

Coverage in California

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund covers 11,230 participants in California, 18x the typical California plan (state average ~630 per filing). Assets: $884M.

#8,329
in Retail Trade (8,414 peers)
+10.8%
assets growth YoY
8.9×
vs typical plan assets (national mean)

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund's outsized position by total assets

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$883,887,339 Top 2% higher than 98% of 127,068 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 2023

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund's mega-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 United Food and Commercial Workers Unions and Drug Employers Pension Fund is a mega filing (11,230 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund reported net income rose from -$222M in the plan year 2022 filing to $86M in the plan year 2023 filing.
  • Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund end-of-year assets rose from $798M in the plan year 2022 filing to $884M in the plan year 2023 filing.
  • Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund reported participants fell from 11,420 in the plan year 2022 filing to 11,230 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 516029925 · Board of Trustees, Southern California United Food PY 2023 · Defined Benefit (Pension)

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund · $884M · 11,230 · 98th

  • RANK $884M
  • RANK 11,230
  • RANK 98th
  • RANK Defined Benefit (Pension)
  • RANK near Laborers District Council of W PA Pension Fund
  • RANK ind #8329

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 United Food and Commercial Workers Unions and Drug Employers Pension Fund in the asset neighbourhood

Southern California United Food and Commercial Workers Unions and Drug Employers Pension FundSouthern California United F…$884MLaborers District Council of W PA Pension FundLaborers District Council of…$883MAmeriprise Financial Retirement PlanAmeriprise Financial Retirem…$881MEmployees' Retirement Plan of the National Education AssociationEmployees' Retirement Plan o…$881MUfcw Local 1500 Pension Plan$880M
End-of-year total assets ($M) among Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$798M
Net Assets (End of Year)$883M
Net Income$86M
Employer EIN516029925
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Southern California United Food)

Sponsor-wide plan assets over time

All Board of Trustees, Southern California United Food plans reported in each filing year

Latest sponsor-wide plan assets
$928M 16.228166513057854% vs 2022
2024 filing year
$750M$800M$850M$900M$950M 202220232024 $798M $928M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 11,420 $798M
2023 1 11,230 $884M
2024 1 10,539 $928M

Nearby Defined Benefit (Pension) Plans in California

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

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -10010203040 Total assets ($B) Participants Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund, Total assets ($B): 0.883887339 · Participants: 11230Southern California United Food and Commercial Workers Unions and Drug Employers Pension FundKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund side-by-side with 3 peers →

Scale composition for Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund reports $884M in end-of-year assets across 11,230 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $78,708 per participant (57% of the national average assets-per-participant) . Net income for plan year 2023 was $86M.

This plan identity (EIN 516029925, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $798M to $928M (+16.2%) while covered participants moved from 11,420 to 10,539 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,420 $798M Open filing
2023 11,230 $884M This page
2024 · index core 10,539 $928M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Laborers District Council of W PA Pension Fund in PA ($883M); by covered participants it is Deseret Mutual Master Retirement Plan in UT (11,210 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($884M here).

Similar participant headcount

Nearest other-state filings by covered participants (11,230 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.

Frequently Asked Questions

How did Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund assets move in 2023? ▼
Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund grew at a solid clip - up 10.8% during 2023, from $798M to $884M. Reported net income was $86M.
How have Board of Trustees, Southern California United Food plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Southern California United Food's sponsor-wide assets grew 16.2%, from $798M to $928M.
Where does Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund rank by assets among Form 5500 filers? ▼
Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laborers District Council of W PA Pension Fund in PA ($883M, 7,100 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Deseret Mutual Master Retirement Plan in UT (11,210 participants, $7.7B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 516029925.

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.