Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Southern California General Sales Employers Pension Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
135
Participants Small participant base
89th
Percentile by assets National rank
$629,858
Avg per participant High balance/head
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Official DOL plan name: Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund · Sponsored by Board of Trustees, Southern California General Sales Employers · California · Retail Trade

$85M in assets, 135 participants

Board of Trustees, Southern California General Sales Employers's Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund reported $85M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,567 in Retail Trade (8,048 peers)

Coverage in California

Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund covers 135 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $85M.

#7,567
in Retail Trade (8,048 peers)
-4.3%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund's outsized position by total assets

Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund vs every filed plan by assets

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

$85,030,770 Top 11% higher than 89% 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

Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund reported net income fell from $383K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund reported participants fell from 143 in the plan year 2023 filing to 135 in the plan year 2024 filing.
  • Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund end-of-year assets fell from $89M in the plan year 2023 filing to $85M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 516029991 · Board of Trustees, Southern California General Sales Employers PY 2024 · Defined Benefit (Pension)

Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund · $85M · 135 · 89th

  • SCH $85M
  • EBSA 135
  • PART 89th
  • TYPE Defined Benefit (Pension)
  • NET near The Manitowoc Company, Inc. Pension Plan
  • BOOK ind #7567

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 Retail Trade retirement plans → · Plans in California →

Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund in the asset neighbourhood

The Children's Aid Society Retirement PlanThe Children's Aid Society R…$85MSouthern California General Sales Employers and United Food and Commercial Workers Unions Pension FundSouthern California General …$85MThe Manitowoc Company, Inc. Pension PlanThe Manitowoc Company, Inc. …$85MI B E W Local 673 Pension PlanI B E W Local 673 Pension Pl…$85MN.E.C.a.-I.B.E.W. Local Union No. 35 Pension FundN.E.C.a.-I.B.E.W. Local Unio…$85M
End-of-year total assets ($M) among Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$85M
Net Income-$4M
Employer EIN516029991
Plan Effective Date1964-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Southern California General Sales Employers)

Sponsor-wide plan assets over time

All Board of Trustees, Southern California General Sales Employers plans reported in each filing year

Latest sponsor-wide plan assets
$85M 3.9533626241108877% vs 2022
2024 filing year
$84M$86M$88M$90M 202220232024 $88.5M $85M ▼ -4.0%
Year Plans Participants Total Assets
2022 1 137 $89M
2023 1 143 $89M
2024 1 135 $85M

Nearby Defined Benefit (Pension) Plans in California

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

Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund, Total assets ($B): 0.08503077 · Participants: 135Southern California General Sales Employers and United Food and Commercial Workers Unions Pension FundKaiser 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
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund side-by-side with 3 peers →

Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Manitowoc Company, Inc. Pension Plan in WI ($85M); by covered participants it is Sappi North America, Inc. Cumberland Mills Hourly Employees' Retirement Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.

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 Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund assets move in 2024? ▼
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund edged down modestly - down 4.3% during 2024, from $89M to $85M. Reported net income was -$4M.
How have Board of Trustees, Southern California General Sales Employers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Southern California General Sales Employers's sponsor-wide assets declined 4.0%, from $89M to $85M.
Where does Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund rank by assets among Form 5500 filers? ▼
Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Manitowoc Company, Inc. Pension Plan in WI ($85M, 251 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sappi North America, Inc. Cumberland Mills Hourly Employees' Retirement Plan in MA (135 participants, $41M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 516029991.

Read our methodology - how this data is sourced, computed, and verified.

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