Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees Ufcw Local 1262 Pension Fund Pension Plan
Data updated 2026-08-11
- $960M
- Total assets
- 5,855
- Participants
- 99th
- Percentile by assets
- $163,949
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $960M
- total plan assets (2022 EOY)
- 5,855
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $163,949
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Ufcw Local 1262 & Employers Pension Fund reports 5,855 participants - 6.9x that state average ($960M EOY assets).
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)
| 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.
Ufcw Local 1262 & Employers Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ufcw Local 1262 & Employers Pension Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Ufcw Local 1262 & Employers Pension Fund assets move in 2022? ▼
How have Trustees Ufcw Local 1262 Pension Fund plan assets changed over time? ▼
Where does Ufcw Local 1262 & Employers Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ufcw Local 1262 & Employers Pension Fund? ▼
Next read for Ufcw Local 1262 & Employers Pension Fund
Filing takeaways
Ways to act on Ufcw Local 1262 & Employers Pension Fund's numbers.
- By total assets, Ufcw Local 1262 & Employers Pension Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
- Trustees Ufcw Local 1262 Pension Fund's sponsor-wide assets have grown 4.3% since 2022 across 3 plan years on file. More Retail Trade plans