Profit Sharing · DOL Form 5500 · 2022

Board of Trustees Ufcw Local 1500 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
7,268
Participants Very large workforce
81st
Percentile by assets National rank
$3,463
Avg per participant Low balance/head
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Official DOL plan name: United Food and Commercial Workers Local 1500 Annuity Plan · Sponsored by Board of Trustees Ufcw Local 1500 Annuity Fund · New York · Other Services

$25M in assets, 7,268 participants

Board of Trustees Ufcw Local 1500 Annuity Fund's United Food and Commercial Workers Local 1500 Annuity Plan reported $25M in total assets and 7,268 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,554 in Other Services (8,398 peers)

Coverage in New York

United Food and Commercial Workers Local 1500 Annuity Plan covers 7,268 participants in New York, 9.1x the typical New York plan (state average ~798 per filing). Assets: $25M.

#7,554
in Other Services (8,398 peers)
+36.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

United Food and Commercial Workers Local 1500 Annuity Plan's outsized position by total assets

United Food and Commercial Workers Local 1500 Annuity Plan vs every filed plan by assets

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

$25,170,964 Top 19% higher than 81% 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

United Food and Commercial Workers Local 1500 Annuity 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. United Food and Commercial Workers Local 1500 Annuity Plan lands in the large band (7,268 participants).

Form 5500 schedule snapshot

Filing strip 475675902 · Board of Trustees Ufcw Local 1500 Annuity Fund PY 2022 · Profit Sharing

United Food and Commercial Workers Local 1500 Annuity Plan · $25M · 7,268 · 81st

  • EBSA $25M
  • EBSA 7,268
  • EBSA 81st
  • EBSA Profit Sharing
  • EBSA near Warren General Hospital Salaried Employees 403(b) Plan
  • EBSA ind #7554

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 Other Services retirement plans → · Plans in New York →

United Food and Commercial Workers Local 1500 Annuity Plan in the asset neighbourhood

Wmu Homer Stryker M.D. School of Medicine Employees' Retirement PlanWmu Homer Stryker M.D. Schoo…$25MUnited Food and Commercial Workers Local 1500 Annuity PlanUnited Food and Commercial W…$25MWarren General Hospital Salaried Employees 403(b) PlanWarren General Hospital Sala…$25MDesco Industries, Inc. Profit Sharing PlanDesco Industries, Inc. Profi…$25MMicrowave Transmission Systems, Inc. Profit Sharing Plan & TrustMicrowave Transmission Syste…$25M
End-of-year total assets ($M) among United Food and Commercial Workers Local 1500 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$25M
Net Income$7M
Employer EIN475675902
Plan Effective Date2015-12-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Ufcw Local 1500 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Ufcw Local 1500 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$47M 86.9247518688597% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $25.2M $47.1M ▲ +86.9%
Year Plans Participants Total Assets
2022 1 7,268 $25M
2023 1 6,904 $37M
2024 1 6,996 $47M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

United Food and Commercial Workers Local 1500 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants United Food and Commercial Workers Local 1500 Annuity Plan, Total assets ($B): 0.025170964 · Participants: 7268United Food and Commercial Workers Local 1500 Annuity PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
United Food and Commercial Workers Local 1500 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare United Food and Commercial Workers Local 1500 Annuity Plan side-by-side with 3 peers →

United Food and Commercial Workers Local 1500 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Warren General Hospital Salaried Employees 403(b) Plan in PA ($25M); by covered participants it is Care New England 403(b) Match & Savings Plan in RI (7,302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,268 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 United Food and Commercial Workers Local 1500 Annuity Plan assets move in 2022? ▼
United Food and Commercial Workers Local 1500 Annuity Plan surged - up 36.7% during 2022, from $18M to $25M. Reported net income was $7M.
How have Board of Trustees Ufcw Local 1500 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Ufcw Local 1500 Annuity Fund's sponsor-wide assets grew 86.9%, from $25M to $47M.
Where does United Food and Commercial Workers Local 1500 Annuity Plan rank by assets among Form 5500 filers? ▼
United Food and Commercial Workers Local 1500 Annuity Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to United Food and Commercial Workers Local 1500 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Warren General Hospital Salaried Employees 403(b) Plan in PA ($25M, 137 participants).
Which Profit Sharing plans cover a similar participant headcount to United Food and Commercial Workers Local 1500 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Care New England 403(b) Match & Savings Plan in RI (7,302 participants, $427M 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 475675902.

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.