Defined Benefit (Pension) · DOL Form 5500 · 2023

Forest Lawn Memorial-Park Assoc Pension Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
931
Participants Near avg headcount
90th
Percentile by assets National rank
$86,585
Avg per participant Below avg balance/head
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Official DOL plan name: Forest Lawn Retirement Plan · Sponsored by Forest Lawn Memorial-Park Assoc · California · Other Services

$81M in assets, 931 participants

Forest Lawn Memorial-Park Assoc's Forest Lawn Retirement Plan reported $81M in total assets and 931 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.

  • #7,537 in Other Services (7,857 peers)

Where Forest Lawn Retirement Plan sits by assets

Forest Lawn Retirement Plan sits in the top 10% of all filed plans by assets, $81M for 931 participants (~$86,585/participant), up 5.3% in 2023.

#7,537
in Other Services (7,857 peers)
+5.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Forest Lawn Retirement Plan's outsized position by total assets

Forest Lawn Retirement Plan vs every filed plan by assets

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

$80,611,072 Top 10% higher than 90% 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

Forest Lawn Retirement Plan 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. Forest Lawn Retirement Plan sits mid-pack in the medium band (931 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forest Lawn Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Forest Lawn Retirement Plan end-of-year assets rose from $77M in the plan year 2022 filing to $81M in the plan year 2023 filing.
  • Forest Lawn Retirement Plan reported participants rose from 901 in the plan year 2022 filing to 931 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 950743320 · Forest Lawn Memorial-Park Assoc PY 2023 · Defined Benefit (Pension)

Forest Lawn Retirement Plan · $81M · 931 · 90th

  • EBSA $81M
  • PART 931
  • TYPE 90th
  • NET Defined Benefit (Pension)
  • BOOK near Plumbers & Fitters Local 101 Restated Pension Plan
  • VS-ST ind #7537

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 Other Services retirement plans → · Plans in California →

Forest Lawn Retirement Plan in the asset neighbourhood

Wtb Financial Corporation Pension PlanWtb Financial Corporation Pe…$81MForest Lawn Retirement Plan$81MPlumbers & Fitters Local 101 Restated Pension PlanPlumbers & Fitters Local 101…$81MBricklayers & Allied Craftworkers Local No. 5 Pension PlanBricklayers & Allied Craftwo…$81MN.E.C.a.-I.B.E.W. Local Union No. 35 Pension FundN.E.C.a.-I.B.E.W. Local Unio…$80M
End-of-year total assets ($M) among Forest Lawn Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$80M
Net Income$4M
Employer EIN950743320
Plan Effective Date1953-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Forest Lawn Memorial-Park Assoc)

Sponsor-wide plan assets over time

All Forest Lawn Memorial-Park Assoc plans reported in each filing year

Latest sponsor-wide plan assets
$235M 28.16164904384276% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $183M $235M ▲ +28.2%
Year Plans Participants Total Assets
2022 2 1,942 $183M
2023 2 2,010 $208M
2024 2 2,074 $235M

Nearby Defined Benefit (Pension) Plans in California

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

Forest Lawn Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Forest Lawn Retirement Plan, Total assets ($B): 0.080611072 · Participants: 931Forest Lawn Retirement PlanKaiser 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
Forest Lawn Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Forest Lawn Retirement Plan side-by-side with 3 peers →

Forest Lawn Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Plumbers & Fitters Local 101 Restated Pension Plan in IL ($81M); by covered participants it is West Fraser, Inc. Pension Plan in TN (931 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (931 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 Forest Lawn Retirement Plan assets move in 2023? ▼
Forest Lawn Retirement Plan grew at a solid clip - up 5.3% during 2023, from $77M to $81M. Reported net income was $4M.
How have Forest Lawn Memorial-Park Assoc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forest Lawn Memorial-Park Assoc's sponsor-wide assets grew 28.2%, from $183M to $235M.
Where does Forest Lawn Retirement Plan rank by assets among Form 5500 filers? ▼
Forest Lawn Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Forest Lawn Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers & Fitters Local 101 Restated Pension Plan in IL ($81M, 202 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Forest Lawn Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is West Fraser, Inc. Pension Plan in TN (931 participants, $48M 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 950743320.

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.