Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, Southern California Local 831 - Pension Plan

Data updated 2026-08-11

$459M
Total assets: 1,042
Participants: 97th
Percentile by assets: $440,692
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$459M
total plan assets (2023 EOY): 1,042
covered participants: 97th
percentile by assets (of 127,072 plans): $440,692
avg assets per participant

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.

See the national 2022→2023 release diff →

State

California

Industry

Construction

Southern California Local 831 - Employer Pension Fund vs the 2023 asset distribution

By assets, Southern California Local 831 - Employer Pension Fund outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.6x the national average plan size of $100M (721 average participants).

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 -)

Total plan assets by year, all Board of Trustees, Southern California Local 831 - plans on file

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.

Southern California Local 831 - Employer 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

Compare Southern California Local 831 - Employer… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Southern California Local 831 - Employer Pension Fund by total assets, not by location.

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

Frequently Asked Questions

How did Southern California Local 831 - Employer Pension Fund assets move in 2023? ▼

Southern California Local 831 - Employer Pension Fund grew at a solid clip - up 6.5% during 2023, from $431M to $459M. Reported net income was $28M.

How have Board of Trustees, Southern California Local 831 - plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, Southern California Local 831 -'s sponsor-wide assets grew 13.5%, from $431M to $489M.

Where does Southern California Local 831 - Employer Pension Fund rank by assets among Form 5500 filers? ▼

Southern California Local 831 - Employer Pension Fund ranks in the 97th 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 Local 831 - Employer Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Pipefitters Local 636 Defined Benefit Pension Fund in MI ($459M, 1,378 participants).

Next read for Southern California Local 831 - Employer…

Scale reading

Ways to act on Southern California Local 831 - Employer Pension Fund's numbers.

By total assets, Southern California Local 831 - Employer 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 Local 831 -'s sponsor-wide assets have grown 13.5% since 2022 across 3 plan years on file. More Construction plans

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 956376874.