Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Southern California Local 831 - Pension Plan
Data updated 2026-08-11
- $489M
- Total assets
- 1,127
- Participants
- 97th
- Percentile by assets
- $434,137
- Avg per participant
Official DOL plan name: Southern California Local 831 - Employer Pension Fund · Sponsored by Board of Trustees, Southern California Local 831 - · California · Construction
$489M in assets, 1,127 participants
Board of Trustees, Southern California Local 831 -'s Southern California Local 831 - Employer Pension Fund reported $489M in total assets and 1,127 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #8,755 in Construction (9,039 peers)
Where Southern California Local 831 - Employer Pension Fund sits by assets
Southern California Local 831 - Employer Pension Fund sits in the top 5% of all filed plans by assets, $489M for 1,127 participants (~$434,137/participant), up 6.5% in 2024.
- $489M
- total plan assets (2024 EOY)
- 1,127
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $434,137
- avg assets per participant
Where Southern California Local 831 - Employer Pension Fund sits by total assets
Southern California Local 831 - Employer Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$489,272,098 Top 3% higher than 97% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern California Local 831 - Employer Pension Fund reported net income rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Southern California Local 831 - Employer Pension Fund reported participants rose from 1,042 in the plan year 2023 filing to 1,127 in the plan year 2024 filing.
- Southern California Local 831 - Employer Pension Fund end-of-year assets rose from $459M in the plan year 2023 filing to $489M in the plan year 2024 filing.
Southern California Local 831 - Employer Pension Fund vs the 2024 asset distribution
By assets, Southern California Local 831 - Employer Pension Fund outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $459M |
|---|---|
| Net Assets (End of Year) | $485M |
| Net Income | $30M |
| Employer EIN | 956376874 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Southern California Local 831 -)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 494 | $431M |
| 2023 | 1 | 1,042 | $459M |
| 2024 | 1 | 1,127 | $489M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Southern California Local 831 - Employer 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
- Ilwu-Pma Pension Plan $10.8B · 15,833
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Southern California Local 831 - Employer Pension Fund by total assets, not by location.
- Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies (TX) $489M · 1,570
- Munich Reinsurance America, Inc. Pension Plan (NJ) $489M · 303
- Pipefitters Local 636 Defined Benefit Pension Fund (MI) $489M · 1,399
- Morgan, Lewis & Bockius LLP Cash Balance Plan (PA) $487M · 903
Frequently Asked Questions
How did Southern California Local 831 - Employer Pension Fund assets move in 2024? ▼
How have Board of Trustees, Southern California Local 831 - plan assets changed over time? ▼
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Ways to act on Southern California Local 831 - Employer Pension Fund's numbers.
- By total assets, Southern California Local 831 - Employer 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 Local 831 -'s sponsor-wide assets have grown 13.5% since 2022 across 3 plan years on file. More Construction plans