Other
2023 plan-year Other DOL Form 5500

Butcher and Provision Workers Pension Fund of Southern California

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

Sponsored by Board of Trustees, Butcher and Provision Workers · Arizona · Manufacturing

What the 2023 filing shows

Butcher and Provision Workers Pension Fund of Southern California holds $12M for N/A participants, down 5.7% over the 2023 plan year.

$12M
total plan assets (2023 EOY)
N/A
covered participants
-5.7%
assets change YoY

The plan reported a net loss of $8M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$12M
Participants
N/A
State
Industry
Manufacturing

What the Filing Says About Butcher and Provision Workers Pension Fund of Southern California

Butcher and Provision Workers Pension Fund of Southern California is a Other retirement plan sponsored by Board of Trustees, Butcher and Provision Workers, headquartered in Arizona. As of the 2023 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers N/A participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 956035330, and the plan has been effective since 1957-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2023 to $12M at year-end — a decline of 5.7%. Net assets (after liabilities) closed the year at $-6,028,755, with reported net income of $-7,844,329 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 1 prior plan-year filing 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)$13M
Total Assets (End of Year)$12M
Net Assets (End of Year)$-6,028,755
Net Income$-7,844,329
Plan TypeOther
Employer EIN956035330
Plan Effective Date1957-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Butcher and Provision Workers)

Year Plans Participants Total Assets
2022 1 N/A $13M
2023 1 N/A $12M

Nearby Other Plans in Arizona

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

Frequently Asked Questions

How much money is in the Butcher and Provision Workers Pension Fund of Southern California?
As of the 2023 Form 5500 filing, Butcher and Provision Workers Pension Fund of Southern California holds $12M in total assets with N/A participants. It is sponsored by Board of Trustees, Butcher and Provision Workers.
What type of plan is Butcher and Provision Workers Pension Fund of Southern California?
Butcher and Provision Workers Pension Fund of Southern California is a Other plan. It has been effective since 1957-07-01. The plan is filed with the U.S. Department of Labor under EIN 956035330.
Who sponsors the Butcher and Provision Workers Pension Fund of Southern California?
Butcher and Provision Workers Pension Fund of Southern California is sponsored by Board of Trustees, Butcher and Provision Workers, located in Arizona. The sponsor's EIN is 956035330 and the plan operates in the Manufacturing industry.
How did Butcher and Provision Workers Pension Fund of Southern California perform in 2023?
Butcher and Provision Workers Pension Fund of Southern California declined by 5.7% during 2023, moving from $13M to $12M in total assets. Net income was $-7,844,329.
Where can I find official filings for Butcher and Provision Workers Pension Fund of Southern California?
Official Form 5500 filings for Butcher and Provision Workers Pension Fund of Southern California are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 956035330 or plan name at efast.dol.gov.
How does Butcher and Provision Workers Pension Fund of Southern California compare to other plans?
You can compare Butcher and Provision Workers Pension Fund of Southern California against other Other plans on the plan type page, or view plans in Arizona 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 956035330.

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.