Defined Benefit (Pension) · DOL Form 5500 · 2022
Ufcw Union & Participating Food Industry Employers Tri-State Pension F Pension Plan
Data updated 2026-08-25
- $267M
- Total assets Near avg plan size
- 5,533
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $48,346
- Avg per participant Low balance/head
Official DOL plan name: Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund · Sponsored by Ufcw Union & Participating Food Industry Employers Tri-State Pension F · Pennsylvania · Retail Trade
$267M in assets, 5,533 participants
Ufcw Union & Participating Food Industry Employers Tri-State Pension F's Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund reported $267M in total assets and 5,533 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #9,335 in Retail Trade (9,519 peers)
Coverage in Pennsylvania
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund covers 5,533 participants in Pennsylvania, 6.7x the typical Pennsylvania plan (state average ~822 per filing). Assets: $267M.
- #9,335
- in Retail Trade (9,519 peers)
- -23.7%
- assets change YoY
- 2.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $82M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund's outsized position by total assets
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$267,499,256 Top 3% higher than 97% 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
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund'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. Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund lands in the large band (5,533 participants).
Published 5500 schedule card
Filing strip 236396097 · Ufcw Union & Participating Food Industry Employers Tri-State Pension F PY 2022 · Defined Benefit (Pension)
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund · $267M · 5,533 · 97th
- SCH $267M
- EBSA 5,533
- PART 97th
- TYPE Defined Benefit (Pension)
- NET near Wci Steel/Pyro/Baron Retirement Plan
- BOOK ind #9335
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 Pennsylvania →
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $350M |
|---|---|
| Net Assets (End of Year) | $267M |
| Net Income | -$82M |
| Employer EIN | 236396097 |
| Plan Effective Date | 1958-10-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ufcw Union & Participating Food Industry Employers Tri-State Pension F)
Sponsor-wide plan assets over time
All Ufcw Union & Participating Food Industry Employers Tri-State Pension F plans reported in each filing year
- Latest sponsor-wide plan assets
- $872M 225.97650813653104% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,533 | $267M |
| 2023 | 1 | 5,055 | $235M |
| 2024 | 1 | 4,402 | $872M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
Scale composition for Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund reports $267M in end-of-year assets across 5,533 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $48,346 per participant (35% of the national average assets-per-participant) . Net income for plan year 2022 was -$82M.
This plan identity (EIN 236396097, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $267M to $872M (+226.0%) while covered participants moved from 5,533 to 4,402 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,533 | $267M | This page |
| 2023 | 5,055 | $235M | Open filing |
| 2024 · index core | 4,402 | $872M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund (Defined Benefit (Pension), $872M, 4,402 participants)
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Wci Steel/Pyro/Baron Retirement Plan in NY ($267M); by covered participants it is Usg Corporation Retirement Plan in IL (5,527 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($267M here).
- Wci Steel/Pyro/Baron Retirement Plan (NY) $267M · N/A
- British Airways PLC Pension Plan (U.S.a.) (NY) $267M · 231
- Hotel Industry-Ilwu Pension Plan (HI) $269M · 5,828
- Local Union 212 IBEW Pension Trust Fund (OH) $266M · 1,218
Similar participant headcount
Nearest other-state filings by covered participants (5,533 participants); asset peers above are excluded.
- Usg Corporation Retirement Plan (IL) 5,527 · 6 off
- North Central States Regional Council of Carpenters Pension Fund (WI) 5,543 · 10 off
- Ufcw- Giant Excess Supplemental Benefit Fund (MD) 5,546 · 13 off
- Puget Sound Electrical Workers Pension Plan (WA) 5,519 · 14 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.