Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Southern California United Food Pension Plan
Data updated 2026-08-06
- $928M
- Total assets
- 10,539
- Participants
- 98th
- Percentile by assets
- $88,009
- Avg per participant
Official DOL plan name: Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund · Sponsored by Board of Trustees, Southern California United Food · California · Retail Trade
$928M in assets, 10,539 participants
Board of Trustees, Southern California United Food's Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund reported $928M in total assets and 10,539 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 116,472 plans)
Coverage in California
Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund covers 10,539 participants in California, 17x the typical California plan (state average ~637 per filing). Assets: $928M.
- $928M
- total plan assets (2024 EOY)
- 10,539
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $88,009
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund reported net income fell from $86M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund reported participants fell from 11,230 in the plan year 2023 filing to 10,539 in the plan year 2024 filing.
- Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund end-of-year assets rose from $884M in the plan year 2023 filing to $928M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund reports 10,539 participants - 17x that state average ($928M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $884M |
|---|---|
| Net Assets (End of Year) | $926M |
| Net Income | $43M |
| Employer EIN | 516029925 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Southern California United Food)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11,420 | $798M |
| 2023 | 1 | 11,230 | $884M |
| 2024 | 1 | 10,539 | $928M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Disney Salaried Pension Plan D $10.4B · 9,984
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund by total assets, not by location.
- Meba Pension Trust-Defined Benefit Plan (MD) $928M · 2,257
- Westinghouse Electric Company Pension Plan (PA) $924M · 2,390
- Electrical Workers Pension Trust Fund of Local Union No. 58 - IBEW (MI) $923M · 3,028
- Agere Systems Pension Plan (PA) $922M · 128
Frequently Asked Questions
How did Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund assets move in 2024? ▼
How have Board of Trustees, Southern California United Food plan assets changed over time? ▼
Where does Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund? ▼
Next read for Southern California United Food and Comm…
Filing takeaways
Ways to act on Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund's numbers.
- By total assets, Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Board of Trustees, Southern California United Food's sponsor-wide assets have grown 16.2% since 2022 across 3 plan years on file. More Retail Trade plans
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 516029925.
Read our methodology - how this data is sourced, computed, and verified.