Defined Benefit (Pension) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$817M
Total assets
4,459
Participants
99th
Percentile by assets
$183,263
Avg per participant
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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.

  • 99th percentile by assets (of 139,126 plans)
  • #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.

$817M
total plan assets (2022 EOY)
4,459
covered participants
99th
percentile by assets (of 139,126 plans)
$183,263
avg assets per participant

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.

Where Ufcw Local 1500 Pension Plan sits 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 $2,010,000,000 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

State
New York
Industry
Retail Trade

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Ufcw Local 1500 Pension Plan reports 4,459 participants - 5.6x that state average ($817M EOY assets).

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)

$800M$850M$900M$950M$1,000M 202220232024 $817M $947M ▲ +15.9%
Total plan assets by year, all Board of Trustees U.F.C.W. Local 1500 Pension Fund plans on file
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

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 Pens…IBM Personal Pension…Consolidated Edison …Pepsico Employees Re…New York State Nurse…New York District Co…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Ufcw Local 1500 Pension Plan by total assets, not by location.

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).

Next read for Ufcw Local 1500 Pension Plan

Filing takeaways

Ways to act on Ufcw Local 1500 Pension Plan's numbers.

  • By total assets, Ufcw Local 1500 Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Board of Trustees U.F.C.W. Local 1500 Pension Fund's sponsor-wide assets have grown 15.9% since 2022 across 3 plan years on file. More Retail Trade plans

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.