Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Siu Pacific District Pension Plan Pension Plan

Data updated 2026-08-25

$119M
Total assets Near avg plan size
771
Participants Near avg headcount
92nd
Percentile by assets National rank
$153,957
Avg per participant Above avg balance/head
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Official DOL plan name: Siu Pacific District Pension Plan · Sponsored by Board of Trustees, Siu Pacific District Pension Plan · California · Transportation & Warehousing

$119M in assets, 771 participants

Board of Trustees, Siu Pacific District Pension Plan's Siu Pacific District Pension Plan reported $119M in total assets and 771 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #2,957 in Transportation & Warehousing (3,299 peers)

Where Siu Pacific District Pension Plan sits by assets

Siu Pacific District Pension Plan sits in the top 10% of all filed plans by assets, $119M for 771 participants (~$153,957/participant), up 3.1% in 2024.

#2,957
in Transportation & Warehousing (3,299 peers)
+3.1%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Siu Pacific District Pension Plan's outsized position by total assets

Siu Pacific District Pension Plan vs every filed plan by assets

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

$118,701,094 Top 8% higher than 92% 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

Siu Pacific District Pension 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. Siu Pacific District Pension Plan sits mid-pack in the medium band (771 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Siu Pacific District Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2024 filing.
  • Siu Pacific District Pension Plan end-of-year assets rose from $109M in the plan year 2022 filing to $119M in the plan year 2024 filing.
  • Siu Pacific District Pension Plan reported participants rose from 748 in the plan year 2022 filing to 771 in the plan year 2024 filing.

See the national 2022→2024 release diff →

EBSA filing schedule strip

Filing strip 946061923 · Board of Trustees, Siu Pacific District Pension Plan PY 2024 · Defined Benefit (Pension)

Siu Pacific District Pension Plan · $119M · 771 · 92nd

  • ASSETS $119M
  • PCT 771
  • EIN 92nd
  • RANK Defined Benefit (Pension)
  • PHOTO near IBEW Local Union No. 98, Zone 2 Pension Trust Fund
  • IND ind #2957

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 Transportation & Warehousing retirement plans → · Plans in California →

Siu Pacific District Pension Plan in the asset neighbourhood

Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and TrustKentucky Farm Bureau Mutual …$119MIBEW Local Union No. 98, Zone 2 Pension Trust FundIBEW Local Union No. 98, Zon…$119MSiu Pacific District Pension PlanSiu Pacific District Pension…$119MR.B. Pamplin Corporation and Subsidiaries Pension Plan and TrustR.B. Pamplin Corporation and…$119MHerc Rentals Pension Plan$118M
End-of-year total assets ($M) among Siu Pacific District Pension 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)$115M
Net Assets (End of Year)$119M
Net Income$4M
Employer EIN946061923
Plan Effective Date1957-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Siu Pacific District Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees, Siu Pacific District Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$119M 8.685631539418894% vs 2022
2024 filing year
$105M$110M$115M$120M 20222024 $109M $119M ▲ +8.7%
Year Plans Participants Total Assets
2022 1 748 $109M
2024 1 771 $119M

Nearby Defined Benefit (Pension) Plans in California

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

Siu Pacific District Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Siu Pacific District Pension Plan, Total assets ($B): 0.118701094 · Participants: 771Siu Pacific District Pension 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
Siu Pacific District Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Siu Pacific District Pension Plan side-by-side with 3 peers →

Siu Pacific District Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is IBEW Local Union No. 98, Zone 2 Pension Trust Fund in PA ($119M); by covered participants it is American Cast Iron Pipe Company Pension Plan in AL (773 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (771 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 Siu Pacific District Pension Plan assets move in 2024? ▼
Siu Pacific District Pension Plan edged up modestly - up 3.1% during 2024, from $115M to $119M. Reported net income was $4M.
How have Board of Trustees, Siu Pacific District Pension Plan plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Board of Trustees, Siu Pacific District Pension Plan's sponsor-wide assets grew 8.7%, from $109M to $119M.
Where does Siu Pacific District Pension Plan rank by assets among Form 5500 filers? ▼
Siu Pacific District Pension Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Siu Pacific District Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local Union No. 98, Zone 2 Pension Trust Fund in PA ($119M, 598 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Siu Pacific District Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Cast Iron Pipe Company Pension Plan in AL (773 participants, $427M 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 946061923.

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.