Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, California Labor Federation AFL-CIO Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
12
Participants Small participant base
71st
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of California Labor Federation AFL-CIO · Sponsored by Board of Trustees, California Labor Federation AFL-CIO · California · Other Services

$21M in assets, 12 participants

Board of Trustees, California Labor Federation AFL-CIO's Pension Plan for Employees of California Labor Federation AFL-CIO reported $21M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,493 in Other Services (7,719 peers)

Board of Trustees, California Labor Federation AFL-CIO multi-year trail

Board of Trustees, California Labor Federation AFL-CIO's plans moved +20.9% in assets from 2022 to 2024; this filing shows Pension Plan for Employees of California Labor Federation AFL-CIO at $21M / 12 participants.

#6,493
in Other Services (7,719 peers)
+11.6%
assets growth YoY

Pension Plan for Employees of California Labor Federation AFL-CIO's outsized position by total assets

Pension Plan for Employees of California Labor Federation AFL-CIO vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,835,396 Top 29% higher than 71% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Pension Plan for Employees of California Labor Federation AFL-CIO among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of California Labor Federation AFL-CIO is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan for Employees of California Labor Federation AFL-CIO reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Pension Plan for Employees of California Labor Federation AFL-CIO end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 940362030 · Board of Trustees, California Labor Federation AFL-CIO PY 2024 · Defined Benefit (Pension)

Pension Plan for Employees of California Labor Federation AFL-CIO · $21M · 12 · 71st

  • RANK $21M
  • PHOTO 12
  • IND 71st
  • EOY Defined Benefit (Pension)
  • 5500 near Sbera Pension Plan as Adopted by Winchester Savings Bank
  • ASSETS ind #6493

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 Other Services retirement plans → · Plans in California →

Pension Plan for Employees of California Labor Federation AFL-CIO in the asset neighbourhood

Sbera Pension Plan as Adopted by Winchester Savings BankSbera Pension Plan as Adopte…$21MPension Plan for Employees of California Labor Federation AFL-CIOPension Plan for Employees o…$21MRetirement Plan a for Employees of United Sugar Producers and Refiners CooperativeRetirement Plan a for Employ…$21MTarkett Retirement Plan$21MInternational Union of Bricklayers and Allied Craftsmen Local #8 Pension PlanInternational Union of Brick…$21M
End-of-year total assets ($M) among Pension Plan for Employees of California Labor Federation AFL-CIO and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Board of Trustees, California Labor Federation AFL-CIO multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees, California Labor Federation AFL-CIO plans reported in each filing year

Latest sponsor-wide plan assets
$21M 20.8653200741154% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.2M $20.8M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 17 $17M
2023 1 12 $19M
2024 1 12 $21M

Board of Trustees, California Labor Federation AFL-CIO filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN940362030
Plan Effective Date1955-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Employees of California Labor Federation AFL-CIO vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pension Plan for Employees of California Labor Federation AFL-CIO, Total assets ($B): 0.020835396 · Participants: 12Pension Plan for Employees of California Labor Federation AFL-CIOKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Pension Plan for Employees of California Labor Federation AFL-CIO vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Pension Plan for Employees of California Labor Federation AFL-CIO's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by Winchester Savings Bank in MA ($21M); by covered participants it is Employees' Retirement Plan of Galion Community Hospital in OH (12 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pension Plan for Employees of California Labor Federation AFL-CIO assets move in 2024?
Pension Plan for Employees of California Labor Federation AFL-CIO grew at a solid clip - up 11.6% during 2024, from $19M to $21M. Reported net income was $2M.
How have Board of Trustees, California Labor Federation AFL-CIO plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees, California Labor Federation AFL-CIO's sponsor-wide assets grew 20.9%, from $17M to $21M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of California Labor Federation AFL-CIO?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sbera Pension Plan as Adopted by Winchester Savings Bank in MA ($21M, 50 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of California Labor Federation AFL-CIO?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Galion Community Hospital in OH (12 participants, N/A in assets).