Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Ufcw Local 1500 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $25M
- Total assets
- 7,268
- Participants
- 81st
- Percentile by assets
- $3,463
- Avg per participant
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.
- 81st percentile by assets (of 139,126 plans)
- #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.
- $25M
- total plan assets (2022 EOY)
- 7,268
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $3,463
- avg assets per participant
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. United Food and Commercial Workers Local 1500 Annuity Plan reports 7,268 participants - 9.1x that state average ($25M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $7M |
| Employer EIN | 475675902 |
| Plan Effective Date | 2015-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ufcw Local 1500 Annuity Fund)
| 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
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to United Food and Commercial Workers Local 1500 Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did United Food and Commercial Workers Local 1500 Annuity Plan assets move in 2022? ▼
How have Board of Trustees Ufcw Local 1500 Annuity Fund plan assets changed over time? ▼
Where does United Food and Commercial Workers Local 1500 Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to United Food and Commercial Workers Local 1500 Annuity Plan? ▼
Next read for United Food and Commercial Workers Local…
Filing takeaways
Ways to act on United Food and Commercial Workers Local 1500 Annuity Plan's numbers.
- By total assets, United Food and Commercial Workers Local 1500 Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Board of Trustees Ufcw Local 1500 Annuity Fund's sponsor-wide assets have grown 86.9% since 2022 across 3 plan years on file. More Other Services plans