Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Southern California Local 831 - Pension Plan
Data updated 2026-08-25
- $459M
- Total assets Above avg plan size
- 1,042
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $440,692
- Avg per participant High balance/head
Official DOL plan name: Southern California Local 831 - Employer Pension Fund · Sponsored by Board of Trustees, Southern California Local 831 - · California · Construction
$459M in assets, 1,042 participants
Board of Trustees, Southern California Local 831 -'s Southern California Local 831 - Employer Pension Fund reported $459M in total assets and 1,042 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,751 in Construction (9,030 peers)
Where Southern California Local 831 - Employer Pension Fund sits by assets
Southern California Local 831 - Employer Pension Fund sits in the top 5% of all filed plans by assets, $459M for 1,042 participants (~$440,692/participant), up 6.5% in 2023.
- #8,751
- in Construction (9,030 peers)
- +6.5%
- assets growth YoY
- 4.6×
- vs typical plan assets (national mean)
Southern California Local 831 - Employer Pension Fund's outsized position by total assets
Southern California Local 831 - Employer Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$459,200,928 Top 3% higher than 97% 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 Local 831 - Employer Pension 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 Local 831 - Employer Pension Fund lands in the large band (1,042 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern California Local 831 - Employer Pension Fund reported net income rose from -$78M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Southern California Local 831 - Employer Pension Fund reported participants rose from 494 in the plan year 2022 filing to 1,042 in the plan year 2023 filing.
- Southern California Local 831 - Employer Pension Fund end-of-year assets rose from $431M in the plan year 2022 filing to $459M in the plan year 2023 filing.
DOL schedule card
Filing strip 956376874 · Board of Trustees, Southern California Local 831 - PY 2023 · Defined Benefit (Pension)
Southern California Local 831 - Employer Pension Fund · $459M · 1,042 · 97th
- 5500 $459M
- ASSETS 1,042
- PCT 97th
- EIN Defined Benefit (Pension)
- RANK near Pipefitters Local 636 Defined Benefit Pension Fund
- PHOTO ind #8751
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 Construction retirement plans → · Plans in California →
Southern California Local 831 - Employer Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $431M |
|---|---|
| Net Assets (End of Year) | $455M |
| Net Income | $28M |
| Employer EIN | 956376874 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Southern California Local 831 -)
Sponsor-wide plan assets over time
All Board of Trustees, Southern California Local 831 - plans reported in each filing year
- Latest sponsor-wide plan assets
- $489M 13.50919480042376% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 494 | $431M |
| 2023 | 1 | 1,042 | $459M |
| 2024 | 1 | 1,127 | $489M |
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 Local 831 - Employer Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Pipefitters Local 636 Defined Benefit Pension Fund in MI ($459M); by covered participants it is Sheet Metal Workers Local 85 Pension Fund in TN (1,041 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($459M here).
- Pipefitters Local 636 Defined Benefit Pension Fund (MI) $459M · 1,378
- Daimler Truck North America Pension Plan (OR) $460M · 1,665
- Long Island Electric Utility Servco LLC Retirement Income Plan (NY) $458M · 1,794
- Plumbers & Pipefitters Local No. 25 Pension Fund (IL) $461M · 894
Similar participant headcount
Nearest other-state filings by covered participants (1,042 participants); asset peers above are excluded.
- Sheet Metal Workers Local 85 Pension Fund (TN) 1,041 · 1 off
- Nustar Pension Plan (TX) 1,040 · 2 off
- Idaho National Laboratory Employee Retirement Plan (ID) 1,037 · 5 off
- Tropicana Products Defined Benefit Plan (IL) 1,036 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.