Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Southern California United Food Pension Plan
Data updated 2026-08-11
- $884M
- Total assets
- 11,230
- Participants
- 98th
- Percentile by assets
- $78,708
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $884M
- total plan assets (2023 EOY)
- 11,230
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $78,708
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund reports 11,230 participants - 18x that state average ($884M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $798M |
|---|---|
| Net Assets (End of Year) | $883M |
| Net Income | $86M |
| Employer EIN | 516029925 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Southern California United Food)
| 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
- 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
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 (Defined Benefit (Pension), $928M, 10,539 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund by total assets, not by location.
- Laborers District Council of W PA Pension Fund (PA) $883M · 7,100
- Ameriprise Financial Retirement Plan (MN) $881M · 5,231
- Employees' Retirement Plan of the National Education Association (DC) $881M · 969
- Ufcw Local 1500 Pension Plan (NY) $880M · 3,752
Frequently Asked Questions
How did Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund assets move in 2023? ▼
How have Board of Trustees, Southern California United Food plan assets changed over time? ▼
Where does Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund? ▼
Next read for Southern California United Food and Comm…
Filing takeaways
Ways to act on Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund's numbers.
- By total assets, Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Board of Trustees, Southern California United Food's sponsor-wide assets have grown 16.2% since 2022 across 3 plan years on file. More Retail Trade plans