Defined Benefit (Pension) · DOL Form 5500 · 2024

Forest Lawn Memorial-Park Assoc Pension Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
976
Participants Near avg headcount
89th
Percentile by assets National rank
$86,809
Avg per participant Below avg balance/head
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Official DOL plan name: Forest Lawn Retirement Plan · Sponsored by Forest Lawn Memorial-Park Assoc · California · Other Services

$85M in assets, 976 participants

Forest Lawn Memorial-Park Assoc's Forest Lawn Retirement Plan reported $85M in total assets and 976 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.

  • #7,397 in Other Services (7,719 peers)

Where Forest Lawn Retirement Plan sits by assets

Forest Lawn Retirement Plan sits in the top quartile of all filed plans by assets, $85M for 976 participants (~$86,809/participant), up 5.1% in 2024.

#7,397
in Other Services (7,719 peers)
+5.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Forest Lawn Retirement Plan's outsized position by total assets

Forest Lawn Retirement Plan vs every filed plan by assets

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

$84,725,984 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

Forest Lawn Retirement Plan 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. Forest Lawn Retirement Plan sits mid-pack in the medium band (976 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forest Lawn Retirement Plan end-of-year assets rose from $81M in the plan year 2023 filing to $85M in the plan year 2024 filing.
  • Forest Lawn Retirement Plan reported participants rose from 931 in the plan year 2023 filing to 976 in the plan year 2024 filing.
  • Forest Lawn Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 950743320 · Forest Lawn Memorial-Park Assoc PY 2024 · Defined Benefit (Pension)

Forest Lawn Retirement Plan · $85M · 976 · 89th

  • PART $85M
  • TYPE 976
  • NET 89th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Spire Missouri West Retirement Income Plan
  • BOY ind #7397

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 →

Forest Lawn Retirement Plan in the asset neighbourhood

N.E.C.a.-I.B.E.W. Local Union No. 35 Pension FundN.E.C.a.-I.B.E.W. Local Unio…$85MOhio Education Association Union Pension PlanOhio Education Association U…$85MSpire Missouri West Retirement Income PlanSpire Missouri West Retireme…$85MForest Lawn Retirement Plan$85MAmerican Society of Composers, Authors and Publishers Employees' Pension PlanAmerican Society of Composer…$85M
End-of-year total assets ($M) among Forest Lawn Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$85M
Net Income$4M
Employer EIN950743320
Plan Effective Date1953-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Forest Lawn Memorial-Park Assoc)

Sponsor-wide plan assets over time

All Forest Lawn Memorial-Park Assoc plans reported in each filing year

Latest sponsor-wide plan assets
$235M 28.16164904384276% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $183M $235M ▲ +28.2%
Year Plans Participants Total Assets
2022 2 1,942 $183M
2023 2 2,010 $208M
2024 2 2,074 $235M

Nearby Defined Benefit (Pension) Plans in California

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

Forest Lawn Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Forest Lawn Retirement Plan, Total assets ($B): 0.084725984 · Participants: 976Forest Lawn Retirement PlanKaiser 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
Forest Lawn Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Forest Lawn Retirement Plan side-by-side with 3 peers →

Forest Lawn Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Spire Missouri West Retirement Income Plan in MO ($85M); by covered participants it is Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates in KS (975 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (976 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 Forest Lawn Retirement Plan assets move in 2024? ▼
Forest Lawn Retirement Plan grew at a solid clip - up 5.1% during 2024, from $81M to $85M. Reported net income was $4M.
How have Forest Lawn Memorial-Park Assoc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forest Lawn Memorial-Park Assoc's sponsor-wide assets grew 28.2%, from $183M to $235M.
Where does Forest Lawn Retirement Plan rank by assets among Form 5500 filers? ▼
Forest Lawn Retirement Plan 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 Forest Lawn Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Spire Missouri West Retirement Income Plan in MO ($85M, 141 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Forest Lawn Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates in KS (975 participants, $498M 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 950743320.

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.