Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees U.F.C.W. Local 1500 Pension Fund Pension Plan

Data updated 2026-08-25

$817M
Total assets Above avg plan size
4,459
Participants Above avg headcount
99th
Percentile by assets National rank
$183,263
Avg per participant Above avg balance/head
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Official DOL plan name: Ufcw Local 1500 Pension Plan · Sponsored by Board of Trustees U.F.C.W. Local 1500 Pension Fund · New York · Retail Trade

$817M in assets, 4,459 participants

Board of Trustees U.F.C.W. Local 1500 Pension Fund's Ufcw Local 1500 Pension Plan reported $817M in total assets and 4,459 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #9,442 in Retail Trade (9,519 peers)

Coverage in New York

Ufcw Local 1500 Pension Plan covers 4,459 participants in New York, 5.6x the typical New York plan (state average ~798 per filing). Assets: $817M.

#9,442
in Retail Trade (9,519 peers)
-8.4%
assets change YoY
8.2×
vs typical plan assets (national mean)

The plan reported a net loss of $72M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ufcw Local 1500 Pension Plan's outsized position by total assets

Ufcw Local 1500 Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$817,168,755 Top 1% higher than 99% of 139,123 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 2022

Ufcw Local 1500 Pension Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufcw Local 1500 Pension Plan lands in the large band (4,459 participants).

EBSA filing schedule strip

Filing strip 237176372 · Board of Trustees U.F.C.W. Local 1500 Pension Fund PY 2022 · Defined Benefit (Pension)

Ufcw Local 1500 Pension Plan · $817M · 4,459 · 99th

  • EBSA $817M
  • PART 4,459
  • TYPE 99th
  • NET Defined Benefit (Pension)
  • BOOK near Ahold USA, Inc. Pension Plan
  • VS-ST ind #9442

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 Retail Trade retirement plans → · Plans in New York →

Ufcw Local 1500 Pension Plan in the asset neighbourhood

Washington Gas Light Company Employees' Pension PlanWashington Gas Light Company…$828MUfcw Local 1500 Pension Plan$817MAhold USA, Inc. Pension Plan$816MSiemens Medical Solutions USA, Inc. Pension PlanSiemens Medical Solutions US…$813MKeycorp Consolidated Cash Balance PlanKeycorp Consolidated Cash Ba…$813M
End-of-year total assets ($M) among Ufcw Local 1500 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$892M
Net Assets (End of Year)$816M
Net Income-$72M
Employer EIN237176372
Plan Effective Date1956-05-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees U.F.C.W. Local 1500 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees U.F.C.W. Local 1500 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$947M 15.936055093051129% vs 2022
2024 filing year
$800M$850M$900M$950M$1,000M 202220232024 $817M $947M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 4,459 $817M
2023 1 3,752 $880M
2024 1 3,749 $947M

Nearby Defined Benefit (Pension) Plans in New York

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

Ufcw Local 1500 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants Ufcw Local 1500 Pension Plan, Total assets ($B): 0.817168755 · Participants: 4459Ufcw Local 1500 Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Ufcw Local 1500 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Ufcw Local 1500 Pension Plan side-by-side with 3 peers →

Ufcw Local 1500 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Ahold USA, Inc. Pension Plan in MA ($816M); by covered participants it is Ufcw Union Local 919 & Contributing Employers' Food Pension Fund in CT (4,467 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($817M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,459 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ufcw Local 1500 Pension Plan assets move in 2022? ▼
Ufcw Local 1500 Pension Plan pulled back noticeably - down 8.4% during 2022, from $892M to $817M. Reported net income was -$72M.
How have Board of Trustees U.F.C.W. Local 1500 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees U.F.C.W. Local 1500 Pension Fund's sponsor-wide assets grew 15.9%, from $817M to $947M.
Where does Ufcw Local 1500 Pension Plan rank by assets among Form 5500 filers? ▼
Ufcw Local 1500 Pension Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Ufcw Local 1500 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ahold USA, Inc. Pension Plan in MA ($816M, 2,722 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Local 1500 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ufcw Union Local 919 & Contributing Employers' Food Pension Fund in CT (4,467 participants, $420M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237176372.

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.