Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Siu Pacific District Pension Plan Pension Plan

Data updated 2026-08-11

$119M
Total assets: 771
Participants: 92nd
Percentile by assets: $153,957
Avg per participant

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.

92nd percentile by assets (of 123,622 plans)
#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.

$119M
total plan assets (2024 EOY): 771
covered participants: 92nd
percentile by assets (of 123,622 plans): $153,957
avg assets per participant

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 →

State

California

Industry

Transportation & Warehousing

Siu Pacific District Pension Plan vs the 2024 asset distribution

By assets, Siu Pacific District Pension Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$115M
Net Assets (End of Year)	$119M
Net Income	$4M
Employer EIN	946061923
Plan Effective Date	1957-07-31
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Board of Trustees, Siu Pacific District Pension Plan plans on file

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

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

Compare Siu Pacific District Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Siu Pacific District Pension Plan by total assets, not by location.

IBEW Local Union No. 98, Zone 2 Pension Trust Fund (PA) $119M · 598
R.B. Pamplin Corporation and Subsidiaries Pension Plan and Trust (OR) $119M · 176
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust (KY) $119M · 204
Herc Rentals Pension Plan (FL) $118M · 1,054

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).

Next read for Siu Pacific District Pension Plan

Scale reading

Ways to act on Siu Pacific District Pension Plan's numbers.

By total assets, Siu Pacific District Pension Plan ranks in the top 10% 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, Siu Pacific District Pension Plan's sponsor-wide assets have grown 8.7% since 2022 across 2 plan years on file. More Transportation & Warehousing plans

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.