Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees Ufcw Local 1262 Pension Fund Pension Plan
Data updated 2026-08-25
- $960M
- Total assets Above avg plan size
- 5,855
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $163,949
- Avg per participant Above avg balance/head
Official DOL plan name: Ufcw Local 1262 & Employers Pension Fund · Sponsored by Trustees Ufcw Local 1262 Pension Fund · New Jersey · Retail Trade
$960M in assets, 5,855 participants
Trustees Ufcw Local 1262 Pension Fund's Ufcw Local 1262 & Employers Pension Fund reported $960M in total assets and 5,855 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,453 in Retail Trade (9,519 peers)
Coverage in New Jersey
Ufcw Local 1262 & Employers Pension Fund covers 5,855 participants in New Jersey, 6.9x the typical New Jersey plan (state average ~844 per filing). Assets: $960M.
- #9,453
- in Retail Trade (9,519 peers)
- -14.2%
- assets change YoY
- 9.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $159M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ufcw Local 1262 & Employers Pension Fund's outsized position by total assets
Ufcw Local 1262 & Employers Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$959,924,032 Top 1% higher than 99% 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 Local 1262 & Employers 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 Local 1262 & Employers Pension Fund lands in the large band (5,855 participants).
Form 5500 schedule snapshot
Filing strip 226074414 · Trustees Ufcw Local 1262 Pension Fund PY 2022 · Defined Benefit (Pension)
Ufcw Local 1262 & Employers Pension Fund · $960M · 5,855 · 99th
- PART $960M
- PART 5,855
- PART 99th
- PART Defined Benefit (Pension)
- PART near Group Retirement Income Plan No.16
- PART ind #9453
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 1262 & Employers Pension Fund in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $959M |
| Net Income | -$159M |
| Employer EIN | 226074414 |
| Plan Effective Date | 1964-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees Ufcw Local 1262 Pension Fund)
Sponsor-wide plan assets over time
All Trustees Ufcw Local 1262 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 4.284825322510521% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,855 | $960M |
| 2023 | 1 | 5,385 | $971M |
| 2024 | 1 | 4,882 | $1.0B |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $19.8B · 38,100
- JPMorgan Chase Retirement Plan $14.8B · 102,340
- Nokia Retirement Income Plan $14.5B · 7,413
- The Prudential Merged Retirement Plan $12.3B · 17,538
- Verizon Pension Plan for Associates $10.9B · 25,746
Scale composition for Ufcw Local 1262 & Employers Pension Fund
Ufcw Local 1262 & Employers Pension Fund reports $960M in end-of-year assets across 5,855 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $163,949 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was -$159M.
This plan identity (EIN 226074414, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $960M to $1.0B (+4.3%) while covered participants moved from 5,855 to 4,882 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,855 | $960M | This page |
| 2023 | 5,385 | $971M | Open filing |
| 2024 · index core | 4,882 | $1.0B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ufcw Local 1262 & Employers Pension Fund (Defined Benefit (Pension), $1.0B, 4,882 participants)
Ufcw Local 1262 & Employers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Group Retirement Income Plan No.16 in IL ($960M); by covered participants it is Retirement Benefit Accumulation Plan for Employees of Pwc LLP in FL (5,861 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($960M here).
- Group Retirement Income Plan No.16 (IL) $960M · 3,722
- Desert States Employers & Ufcw Unions Pension Plan (AZ) $960M · 25,673
- Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada (CA) $957M · 4,520
- International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware (PA) $956M · 2,860
Similar participant headcount
Nearest other-state filings by covered participants (5,855 participants); asset peers above are excluded.
- Retirement Benefit Accumulation Plan for Employees of Pwc LLP (FL) 5,861 · 6 off
- The University of Chicago Pension Plan for Staff Employees (IL) 5,866 · 11 off
- Pinnacle West Capital Corporation Retirement Plan (AZ) 5,840 · 15 off
- Hotel Industry-Ilwu Pension Plan (HI) 5,828 · 27 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.