Other
2023 plan-year Other DOL Form 5500

Southern California Local 831 - Employer Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, Southern California Local 831 - · California · Construction

What the 2023 filing shows

Southern California Local 831 - Employer Pension Fund holds $459M for 1,042 participants — about $440,692 per participant, up 6.5% over the 2023 plan year.

$459M
total plan assets (2023 EOY)
1,042
covered participants
$440,692
avg assets per participant
+6.5%
assets growth YoY
Total Assets (2023)
$459M
Participants
1,042
State
Industry
Construction

What the Filing Says About Southern California Local 831 - Employer Pension Fund

Southern California Local 831 - Employer Pension Fund is a Other retirement plan sponsored by Board of Trustees, Southern California Local 831 -, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $459M in total end-of-year assets and covers 1,042 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 956376874, and the plan has been effective since 1957-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $431M at the beginning of 2023 to $459M at year-end — a gain of 6.5%. Net assets (after liabilities) closed the year at $455M, with reported net income of $28M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$431M
Total Assets (End of Year)$459M
Net Assets (End of Year)$455M
Net Income$28M
Plan TypeOther
Employer EIN956376874
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Southern California Local 831 -)

Year Plans Participants Total Assets
2022 1 494 $431M
2023 1 1,042 $459M
2024 1 1,127 $489M

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Southern California Local 831 - Employer Pension Fund?
As of the 2023 Form 5500 filing, Southern California Local 831 - Employer Pension Fund holds $459M in total assets with 1,042 participants. It is sponsored by Board of Trustees, Southern California Local 831 -.
What type of plan is Southern California Local 831 - Employer Pension Fund?
Southern California Local 831 - Employer Pension Fund is a Other plan. It has been effective since 1957-01-01. The plan is filed with the U.S. Department of Labor under EIN 956376874.
Who sponsors the Southern California Local 831 - Employer Pension Fund?
Southern California Local 831 - Employer Pension Fund is sponsored by Board of Trustees, Southern California Local 831 -, located in California. The sponsor's EIN is 956376874 and the plan operates in the Construction industry.
How did Southern California Local 831 - Employer Pension Fund perform in 2023?
Southern California Local 831 - Employer Pension Fund grew by 6.5% during 2023, moving from $431M to $459M in total assets. Net income was $28M.
Where can I find official filings for Southern California Local 831 - Employer Pension Fund?
Official Form 5500 filings for Southern California Local 831 - Employer Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 956376874 or plan name at efast.dol.gov.
How does Southern California Local 831 - Employer Pension Fund compare to other plans?
You can compare Southern California Local 831 - Employer Pension Fund against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.