Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Southern California Lumber Pension Plan
Data updated 2026-08-25
- $205M
- Total assets Near avg plan size
- 951
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $215,265
- Avg per participant Above avg balance/head
Official DOL plan name: Southern California Lumber Industry Retirement Fund · Sponsored by Board of Trustees, Southern California Lumber · California · Manufacturing
$205M in assets, 951 participants
Board of Trustees, Southern California Lumber's Southern California Lumber Industry Retirement Fund reported $205M in total assets and 951 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #16,248 in Manufacturing (17,777 peers)
Where Southern California Lumber Industry Retirement Fund sits by assets
Southern California Lumber Industry Retirement Fund sits in the top 10% of all filed plans by assets, $205M for 951 participants (~$215,265/participant), up 1.4% in 2024.
- #16,248
- in Manufacturing (17,777 peers)
- +1.4%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Southern California Lumber Industry Retirement Fund's outsized position by total assets
Southern California Lumber Industry Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$204,716,962 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Southern California Lumber Industry Retirement 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 Lumber Industry Retirement Fund sits mid-pack in the medium band (951 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern California Lumber Industry Retirement Fund reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Southern California Lumber Industry Retirement Fund reported participants fell from 1,004 in the plan year 2023 filing to 951 in the plan year 2024 filing.
- Southern California Lumber Industry Retirement Fund end-of-year assets rose from $202M in the plan year 2023 filing to $205M in the plan year 2024 filing.
DOL schedule card
Filing strip 956035266 · Board of Trustees, Southern California Lumber PY 2024 · Defined Benefit (Pension)
Southern California Lumber Industry Retirement Fund · $205M · 951 · 94th
- PART $205M
- TYPE 951
- NET 94th
- BOOK Defined Benefit (Pension)
- VS-ST near Alaska United Food and Commercial Workers Pension Trust
- BOY ind #16248
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 Manufacturing retirement plans → · Plans in California →
Southern California Lumber Industry Retirement Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $202M |
|---|---|
| Net Assets (End of Year) | $205M |
| Net Income | $3M |
| Employer EIN | 956035266 |
| Plan Effective Date | 1957-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Southern California Lumber)
Sponsor-wide plan assets over time
All Board of Trustees, Southern California Lumber plans reported in each filing year
- Latest sponsor-wide plan assets
- $205M 2.9011942465998772% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 980 | $199M |
| 2023 | 1 | 1,004 | $202M |
| 2024 | 1 | 951 | $205M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
- Ilwu-Pma Pension Plan $10.8B · 15,833
Southern California Lumber Industry Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Alaska United Food and Commercial Workers Pension Trust in OR ($206M); by covered participants it is Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan in ND (951 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($205M here).
- Alaska United Food and Commercial Workers Pension Trust (OR) $206M · 1,622
- Covestro LLC Pension Plan (PA) $206M · 588
- Insulators Local No. 2 Pension Plan (PA) $206M · 458
- Painters Union Pension Plan (MI) $204M · 757
Similar participant headcount
Nearest other-state filings by covered participants (951 participants); asset peers above are excluded.
- Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan (ND) 951 · 0 off
- First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan (NC) 950 · 1 off
- Jones Day Qualified Defined Benefit Plan (OH) 949 · 2 off
- Southwest Retirement and Cash Balance Plan (OH) 953 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.