401(k) · DOL Form 5500 · 2022

Board of Trustees, Ufcw Local 152 Saving 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
17,164
Participants Very large workforce
84th
Percentile by assets National rank
$1,942
Avg per participant Low balance/head
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Official DOL plan name: Ufcw Local 152 Savings Plan · Sponsored by Board of Trustees, Ufcw Local 152 Saving · New Jersey · Retail Trade

$33M in assets, 17,164 participants

Board of Trustees, Ufcw Local 152 Saving's Ufcw Local 152 Savings Plan reported $33M in total assets and 17,164 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #8,675 in Retail Trade (9,519 peers)

Coverage in New Jersey

Ufcw Local 152 Savings Plan covers 17,164 participants in New Jersey, 20x the typical New Jersey plan (state average ~844 per filing). Assets: $33M.

#8,675
in Retail Trade (9,519 peers)
-7.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ufcw Local 152 Savings Plan's outsized position by total assets

Ufcw Local 152 Savings Plan vs every filed plan by assets

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

$33,335,507 Top 16% higher than 84% 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 152 Savings Plan's mega-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 152 Savings Plan is a mega filing (17,164 participants), the rightmost band on the breakdown.

Plan-year Form 5500 strip

Filing strip 236421914 · Board of Trustees, Ufcw Local 152 Saving PY 2022 · 401(k)

Ufcw Local 152 Savings Plan · $33M · 17,164 · 84th

  • VS-ST $33M
  • VS-ST 17,164
  • VS-ST 84th
  • VS-ST 401(k)
  • VS-ST near Eau Claire Co-Op Oil Company 401(k) Plan
  • VS-ST ind #8675

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 Jersey →

Ufcw Local 152 Savings Plan in the asset neighbourhood

Ufcw Local 152 Savings Plan$33M403(b) Thrift Plan for Employees of Lone Star Legal Aid403(b) Thrift Plan for Emplo…$33MCorrugated Supplies Company, LLC 401(k) PlanCorrugated Supplies Company,…$33MEau Claire Co-Op Oil Company 401(k) PlanEau Claire Co-Op Oil Company…$33MQubicaamf Worldwide, LLC 401(k) PlanQubicaamf Worldwide, LLC 401…$33M
End-of-year total assets ($M) among Ufcw Local 152 Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$33M
Net Income-$3M
Employer EIN236421914
Plan Effective Date1966-09-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Ufcw Local 152 Saving)

Sponsor-wide plan assets over time

All Board of Trustees, Ufcw Local 152 Saving plans reported in each filing year

Latest sponsor-wide plan assets
$33M 1.6812373665113296% vs 2022
2024 filing year
$32.6M$32.8M$33M$33.2M$33.4M 202220232024 $33.3M $32.8M ▼ -1.7%
Year Plans Participants Total Assets
2022 1 17,164 $33M
2023 1 17,604 $33M
2024 1 18,121 $33M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ufcw Local 152 Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000 -10010203040 Total assets ($B) Participants Ufcw Local 152 Savings Plan, Total assets ($B): 0.033335507 · Participants: 17164Ufcw Local 152 Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Ufcw Local 152 Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Ufcw Local 152 Savings Plan side-by-side with 3 peers →

Ufcw Local 152 Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Eau Claire Co-Op Oil Company 401(k) Plan in WI ($33M); by covered participants it is Berry Global Employees 401(k) Retirement Plan in IN (17,147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17,164 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 152 Savings Plan assets move in 2022? ▼
Ufcw Local 152 Savings Plan pulled back noticeably - down 7.7% during 2022, from $36M to $33M. Reported net income was -$3M.
How have Board of Trustees, Ufcw Local 152 Saving plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Ufcw Local 152 Saving's sponsor-wide assets declined 1.7%, from $33M to $33M.
Where does Ufcw Local 152 Savings Plan rank by assets among Form 5500 filers? ▼
Ufcw Local 152 Savings Plan ranks in the 84th 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 401(k) plans are similar in size to Ufcw Local 152 Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eau Claire Co-Op Oil Company 401(k) Plan in WI ($33M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Ufcw Local 152 Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berry Global Employees 401(k) Retirement Plan in IN (17,147 participants, $1.0B 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 236421914.

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.