Defined Benefit (Pension) · DOL Form 5500 · 2022
Universal Leaf Tobacco Company Inc Pension Plan
Data updated 2026-08-25
- $207M
- Total assets Near avg plan size
- 374
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $554,277
- Avg per participant High balance/head
Official DOL plan name: Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos · Sponsored by Universal Leaf Tobacco Company Inc · Virginia · Wholesale Trade
$207M in assets, 374 participants
Universal Leaf Tobacco Company Inc's Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos reported $207M in total assets and 374 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #6,633 in Wholesale Trade (6,843 peers)
Coverage in Virginia
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos covers 374 participants in Virginia, about 48% of the average Virginia filer (state average ~782 per filing). Assets: $207M.
- #6,633
- in Wholesale Trade (6,843 peers)
- -23.5%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $64M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos's outsized position by total assets
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$207,299,601 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos sits mid-pack in the medium band (374 participants).
Published 5500 schedule card
Filing strip 540741848 · Universal Leaf Tobacco Company Inc PY 2022 · Defined Benefit (Pension)
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos · $207M · 374 · 96th
- BOOK $207M
- BOOK 374
- BOOK 96th
- BOOK Defined Benefit (Pension)
- BOOK near Paul Weiss Rifkind Wharton & Garrison LLP Employees' Pension & Retirement Plan
- BOOK ind #6633
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 Wholesale Trade retirement plans → · Plans in Virginia →
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $271M |
|---|---|
| Net Assets (End of Year) | $207M |
| Net Income | -$64M |
| Employer EIN | 540741848 |
| Plan Effective Date | 1948-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Universal Leaf Tobacco Company Inc)
Sponsor-wide plan assets over time
All Universal Leaf Tobacco Company Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $328M 14.869531765289024% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,468 | $285M |
| 2023 | 2 | 3,059 | $322M |
| 2024 | 2 | 2,400 | $328M |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $18.3B · 14,867
- Retirement Security Plan $9.4B · 54,531
- Ng Space&mission Systems Corp Salaried Pension Pla $8.1B · 7,799
- Dominion Energy Pension Plan $7.3B · 12,832
- Sheet Metal Workers' National Pension Fund $7.2B · 61,068
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is Paul Weiss Rifkind Wharton & Garrison LLP Employees' Pension & Retirement Plan in NY ($208M); by covered participants it is Boulder Community Health Retirement Plan and Trust in CO (374 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($207M here).
Similar participant headcount
Nearest other-state filings by covered participants (374 participants); asset peers above are excluded.
- Boulder Community Health Retirement Plan and Trust (CO) 374 · 0 off
- IBEW Local 531 & NECA Pension Plan (IN) 374 · 0 off
- Wolverine Employees' Pension Plan (MI) 373 · 1 off
- Imerys USA Pension Plan (GA) 372 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.