Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, Desert States Employers & Ufcw Pension Plan

Data updated 2026-08-25

$960M
Total assets Above avg plan size
25,673
Participants Very large workforce
99th
Percentile by assets National rank
$37,407
Avg per participant Low balance/head
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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.

  • #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.

#9,455
in Retail Trade (9,519 peers)
-12.9%
assets change YoY
9.6×
vs typical plan assets (national mean)

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.

Desert States Employers & Ufcw Unions Pension Plan's outsized position by total assets

Desert States Employers & Ufcw Unions Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$960,339,940 Top 1% higher than 99% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Desert States Employers & Ufcw Unions 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. Desert States Employers & Ufcw Unions Pension Plan is a mega filing (25,673 participants), the rightmost band on the breakdown.

Form 5500 schedule snapshot

Filing strip 846277982 · Board of Trustees, Desert States Employers & Ufcw PY 2022 · Defined Benefit (Pension)

Desert States Employers & Ufcw Unions Pension Plan · $960M · 25,673 · 99th

  • IND $960M
  • IND 25,673
  • IND 99th
  • IND Defined Benefit (Pension)
  • IND near Ufcw Local 1262 & Employers Pension Fund
  • IND ind #9455

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 Arizona →

Desert States Employers & Ufcw Unions Pension Plan in the asset neighbourhood

Western Metal Industry Pension PlanWestern Metal Industry Pensi…$964MDesert States Employers & Ufcw Unions Pension PlanDesert States Employers & Uf…$960MUfcw Local 1262 & Employers Pension FundUfcw Local 1262 & Employers …$960MGroup Retirement Income Plan No.16Group Retirement Income Plan…$960MSheet Metal Workers' Pension Plan of Southern California Arizona and NevadaSheet Metal Workers' Pension…$957M
End-of-year total assets ($M) among Desert States Employers & Ufcw Unions Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$951M
Net Income-$139M
Employer EIN846277982
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Desert States Employers & Ufcw)

Sponsor-wide plan assets over time

All Board of Trustees, Desert States Employers & Ufcw plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 8.070823858476613% vs 2022
2024 filing year
$0.95B$1B$1.05B 202220232024 $0.96B $1.04B ▲ +8.3%
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 Scatter plot of 6 data points. -100000100002000030000 01234 Total assets ($B) Participants Desert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 0.96033994 · Participants: 25673Desert States Employers & Ufcw Unions Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.218517042 · Participants: 5840Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.527412379 · Participants: 4802Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.392187623 · Participants: 2788Freeport Minerals Corporation Retirement PlanAvnet Pension Plan, Total assets ($B): 0.591298167 · Participants: 2609Avnet Pension PlanNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc., Total assets ($B): 0.416860629 · Participants: 608Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.
Desert States Employers & Ufcw Unions Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Desert States Employers & Ufcw Unions Pension Plan side-by-side with 3 peers →

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's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Ufcw Local 1262 & Employers Pension Fund in NJ ($960M); by covered participants it is Disney Associated Companies' Retirement Plan in CA (25,666 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25,673 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Desert States Employers & Ufcw Unions Pension Plan assets move in 2022? ▼
Desert States Employers & Ufcw Unions Pension Plan pulled back noticeably - down 12.9% during 2022, from $1.1B to $960M. Reported net income was -$139M.
How have Board of Trustees, Desert States Employers & Ufcw plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Desert States Employers & Ufcw's sponsor-wide assets grew 8.1%, from $960M to $1.0B.
Where does Desert States Employers & Ufcw Unions Pension Plan rank by assets among Form 5500 filers? ▼
Desert States Employers & Ufcw Unions Pension Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Desert States Employers & Ufcw Unions Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ufcw Local 1262 & Employers Pension Fund in NJ ($960M, 5,855 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Desert States Employers & Ufcw Unions Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Disney Associated Companies' Retirement Plan in CA (25,666 participants, $1.8B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 846277982.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.