Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Desert States Employers & Ufcw Pension Plan
Data updated 2026-08-11
- $960M
- Total assets
- 25,673
- Participants
- 99th
- Percentile by assets
- $37,407
- Avg per participant
Official DOL plan name: Desert States Employers & Ufcw Unions Pension Plan · Sponsored by Board of Trustees, Desert States Employers & Ufcw · Arizona · Retail Trade
$960M in assets, 25,673 participants
Board of Trustees, Desert States Employers & Ufcw's Desert States Employers & Ufcw Unions Pension Plan reported $960M in total assets and 25,673 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)
- #9,455 in Retail Trade (9,519 peers)
Coverage in Arizona
Desert States Employers & Ufcw Unions Pension Plan covers 25,673 participants in Arizona, 46x the typical Arizona plan (state average ~564 per filing). Assets: $960M.
- $960M
- total plan assets (2022 EOY)
- 25,673
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $37,407
- avg assets per participant
The plan reported a net loss of $139M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Desert States Employers & Ufcw Unions Pension Plan reports 25,673 participants - 46x that state average ($960M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $951M |
| Net Income | -$139M |
| Employer EIN | 846277982 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Desert States Employers & Ufcw)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25,673 | $960M |
| 2023 | 1 | 19,139 | $1.0B |
| 2024 | 1 | 24,099 | $1.0B |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Desert States Employers & Ufcw Unions Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
- Pinnacle West Capital Corporation Retirement Plan $3.2B · 5,840
- Salt River Project Employees' Retirement Plan $2.5B · 4,802
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,788
- Avnet Pension Plan $591M · 2,609
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. $417M · 608
Scale composition for Desert States Employers & Ufcw Unions Pension Plan
Desert States Employers & Ufcw Unions Pension Plan reports $960M in end-of-year assets across 25,673 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.027% of 93,925,755 covered participants) - about $37,407 per participant (27% of the national average assets-per-participant) . Net income for plan year 2022 was -$139M.
This plan identity (EIN 846277982, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $960M to $1.0B (+8.1%) while covered participants moved from 25,673 to 24,099 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 25,673 | $960M | This page |
| 2023 | 19,139 | $1.0B | Open filing |
| 2024 · index core | 24,099 | $1.0B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Desert States Employers & Ufcw Unions Pension Plan (Defined Benefit (Pension), $1.0B, 24,099 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Desert States Employers & Ufcw Unions Pension Plan by total assets, not by location.
- Ufcw Local 1262 & Employers Pension Fund (NJ) $960M · 5,855
- Group Retirement Income Plan No.16 (IL) $960M · 3,722
- Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada (CA) $957M · 4,520
- Western Metal Industry Pension Plan (WA) $964M · 1,773
Frequently Asked Questions
How did Desert States Employers & Ufcw Unions Pension Plan assets move in 2022? ▼
How have Board of Trustees, Desert States Employers & Ufcw plan assets changed over time? ▼
Where does Desert States Employers & Ufcw Unions Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Desert States Employers & Ufcw Unions Pension Plan? ▼
Next read for Desert States Employers & Ufcw Unions Pe…
Filing takeaways
Ways to act on Desert States Employers & Ufcw Unions Pension Plan's numbers.
- By total assets, Desert States Employers & Ufcw Unions Pension Plan 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 Arizona. Compare plans
- Board of Trustees, Desert States Employers & Ufcw's sponsor-wide assets have grown 8.1% since 2022 across 3 plan years on file. More Retail Trade plans