Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Southern California, Arizona, Colorado, and Pension Plan
Data updated 2026-08-25
- $358M
- Total assets Above avg plan size
- 139
- Participants Small participant base
- 97th
- Percentile by assets National rank
- $2.6M
- Avg per participant High balance/head
Official DOL plan name: So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan · Sponsored by Board of Trustees, Southern California, Arizona, Colorado, and · California · Construction
$358M in assets, 139 participants
Board of Trustees, Southern California, Arizona, Colorado, and's So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan reported $358M in total assets and 139 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.
- #8,675 in Construction (9,030 peers)
Coverage in California
So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan covers 139 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $358M.
- #8,675
- in Construction (9,030 peers)
- +11938.6%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan's outsized position by total assets
So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$358,297,710 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
So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension 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. So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan reported net income rose from -$27K in the plan year 2022 filing to $344M in the plan year 2023 filing.
- So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $358M in the plan year 2023 filing.
- So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan reported participants fell from 184 in the plan year 2022 filing to 139 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 516030005 · Board of Trustees, Southern California, Arizona, Colorado, and PY 2023 · Defined Benefit (Pension)
So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan · $358M · 139 · 97th
- PCT $358M
- PCT 139
- PCT 97th
- PCT Defined Benefit (Pension)
- PCT near Nalc Annuity Trust Fund
- PCT ind #8675
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 →
So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $346M |
| Net Income | $344M |
| Employer EIN | 516030005 |
| Plan Effective Date | 1963-07-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Southern California, Arizona, Colorado, and)
Sponsor-wide plan assets over time
All Board of Trustees, Southern California, Arizona, Colorado, and plans reported in each filing year
- Latest sponsor-wide plan assets
- $321M 10692.653594428659% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 184 | $3M |
| 2023 | 1 | 139 | $358M |
| 2024 | 1 | 135 | $321M |
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
So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Nalc Annuity Trust Fund in VA ($359M); by covered participants it is The Farmers Bank Defined Benefit Pension Plan in TN (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($358M here).
- Nalc Annuity Trust Fund (VA) $359M · 563
- Ceridian Retirement Plan (MN) $358M · 58
- Metallus Inc. Bargaining Unit Pension Plan (OH) $360M · 1,120
- Rayonier Advanced Materials Inc. Retirement Plan (FL) $357M · 421
Similar participant headcount
Nearest other-state filings by covered participants (139 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.