Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Southern California United Food Pension Plan

Data updated 2026-08-25

$928M
Total assets Above avg plan size
10,539
Participants Very large workforce
98th
Percentile by assets National rank
$88,009
Avg per participant Below avg balance/head
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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.

  • #7,956 in Retail Trade (8,048 peers)

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 ~630 per filing). Assets: $928M.

#7,956
in Retail Trade (8,048 peers)
+4.9%
assets growth YoY
9.3×
vs typical plan assets (national mean)

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

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

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

$927,529,777 Top 2% higher than 98% 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 United Food and Commercial Workers Unions and Drug Employers Pension Fund's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund is a mega filing (10,539 participants), the rightmost band on the breakdown.

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 516029925 · Board of Trustees, Southern California United Food PY 2024 · Defined Benefit (Pension)

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund · $928M · 10,539 · 98th

  • EOY $928M
  • EOY 10,539
  • EOY 98th
  • EOY Defined Benefit (Pension)
  • EOY near Meba Pension Trust-Defined Benefit Plan
  • EOY ind #7956

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 United Food and Commercial Workers Unions and Drug Employers Pension Fund in the asset neighbourhood

The Campbell's Company Retirement and Pension PlanThe Campbell's Company Retir…$931MMeba Pension Trust-Defined Benefit PlanMeba Pension Trust-Defined B…$928MSouthern California United Food and Commercial Workers Unions and Drug Employers Pension FundSouthern California United F…$928MWestinghouse Electric Company Pension PlanWestinghouse Electric Compan…$924MAshland Hercules Pension Plan$924M
End-of-year total assets ($M) among Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$884M
Net Assets (End of Year)$926M
Net Income$43M
Employer EIN516029925
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Southern California United Food)

Sponsor-wide plan assets over time

All Board of Trustees, Southern California United Food plans reported in each filing year

Latest sponsor-wide plan assets
$928M 16.228166513057854% vs 2022
2024 filing year
$750M$800M$850M$900M$950M 202220232024 $798M $928M ▲ +16.2%
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 Scatter plot of 6 data points. 050000100000150000 -10010203040 Total assets ($B) Participants Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund, Total assets ($B): 0.927529777 · Participants: 10539Southern California United Food and Commercial Workers Unions and Drug Employers 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 United Food and Commercial Workers Unions and Drug Employers Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund side-by-side with 3 peers →

Scale composition for Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund

Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund reports $928M in end-of-year assets across 10,539 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $88,009 per participant (64% of the national average assets-per-participant) . Net income for plan year 2024 was $43M.

This plan identity (EIN 516029925, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $798M to $928M (+16.2%) while covered participants moved from 11,420 to 10,539 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,420 $798M Open filing
2023 11,230 $884M Open filing
2024 · index core 10,539 $928M This page

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

Outside California, the nearest Defined Benefit (Pension) by assets is Meba Pension Trust-Defined Benefit Plan in MD ($928M); by covered participants it is Westrock Company Consolidated Pension Plan in GA (10,530 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($928M here).

Similar participant headcount

Nearest other-state filings by covered participants (10,539 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 United Food and Commercial Workers Unions and Drug Employers Pension Fund assets move in 2024? ▼
Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund edged up modestly - up 4.9% during 2024, from $884M to $928M. Reported net income was $43M.
How have Board of Trustees, Southern California United Food plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Southern California United Food's sponsor-wide assets grew 16.2%, from $798M to $928M.
Where does Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund rank by assets among Form 5500 filers? ▼
Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Meba Pension Trust-Defined Benefit Plan in MD ($928M, 2,257 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Westrock Company Consolidated Pension Plan in GA (10,530 participants, N/A 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 516029925.

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.