Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S Pension Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 39,196
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $31,840
- Avg per participant Low balance/head
Official DOL plan name: Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan · Sponsored by Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S · Colorado · Retail Trade
$1.2B in assets, 39,196 participants
Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S's Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan reported $1.2B in total assets and 39,196 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.
- #9,470 in Retail Trade (9,519 peers)
Coverage in Colorado
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan covers 39,196 participants in Colorado, 104x the typical Colorado plan (state average ~376 per filing). Assets: $1.2B.
- #9,470
- in Retail Trade (9,519 peers)
- -14.5%
- assets change YoY
- 13×
- vs typical plan assets (national mean)
The plan reported a net loss of $211M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan's outsized position by total assets
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,247,990,437 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
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension 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. Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan is a mega filing (39,196 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 846045986 · Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S PY 2022 · Defined Benefit (Pension)
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan · $1.2B · 39,196 · 99th
- BOY $1.2B
- BOY 39,196
- BOY 99th
- BOY Defined Benefit (Pension)
- BOY near Central Pennsylvania Teamsters Defined Benefit Plan
- BOY ind #9470
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 Colorado →
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$211M |
| Employer EIN | 846045986 |
| Plan Effective Date | 1965-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S)
Sponsor-wide plan assets over time
All Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 3.4087233955303136% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39,196 | $1.2B |
| 2023 | 1 | 39,434 | $1.3B |
| 2024 | 1 | 38,340 | $1.3B |
Nearby Defined Benefit (Pension) Plans in Colorado
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Ball Pension Plan $950M · 1,920
- Pcs U.S. Employees' Pension Plan $848M · 1,472
- Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc. $394M · 265
- National Renewable Energy Laboratory Shared Security Pension Plan $385M · 2,480
- Ssl Pension Plan $347M · 556
Scale composition for Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan reports $1.2B in end-of-year assets across 39,196 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.042% of 93,925,755 covered participants) - about $31,840 per participant (23% of the national average assets-per-participant) . Net income for plan year 2022 was -$211M.
This plan identity (EIN 846045986, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.3B (+3.4%) while covered participants moved from 39,196 to 38,340 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 39,196 | $1.2B | This page |
| 2023 | 39,434 | $1.3B | Open filing |
| 2024 · index core | 38,340 | $1.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan (Defined Benefit (Pension), $1.3B, 38,340 participants)
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Colorado, the nearest Defined Benefit (Pension) by assets is Central Pennsylvania Teamsters Defined Benefit Plan in PA ($1.2B); by covered participants it is The Adjustable Plan of the Unite Here Retirement in NY (39,683 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Central Pennsylvania Teamsters Defined Benefit Plan (PA) $1.2B · 5,925
- Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada (CA) $1.2B · 5,414
- Bosch Pension Plan (MI) $1.3B · 3,898
- Constellation Employee Pension Plan (PA) $1.2B · 1,041
Similar participant headcount
Nearest other-state filings by covered participants (39,196 participants); asset peers above are excluded.
- The Adjustable Plan of the Unite Here Retirement (NY) 39,683 · 487 off
- 1199seiu Home Care Employees Pension Fund (NY) 38,318 · 878 off
- Retirement Plan of Johnson and Johnson (NJ) 38,100 · 1,096 off
- Truist Financial Corporation Pension Plan (NC) 37,931 · 1,265 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.