Other
2022 plan-year Other DOL Form 5500

Ufcw Union Local No. 655, Food Employer's Joint Pe

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of Ufcw Local 655, Food Employers Joint Pension Plan · Missouri · Retail Trade

What the 2023 filing shows

Ufcw Union Local No. 655, Food Employer's Joint Pe holds $749M for 7,606 participants — about $98,471 per participant, down 17.3% over the 2022 plan year.

$749M
total plan assets (2022 EOY)
7,606
covered participants
$98,471
avg assets per participant
-17.3%
assets change YoY

The plan reported a net loss of $155M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$749M
Participants
7,606
State
Industry
Retail Trade

What the Filing Says About Ufcw Union Local No. 655, Food Employer's Joint Pe

Ufcw Union Local No. 655, Food Employer's Joint Pe is a Other retirement plan sponsored by Board of Trustees of Ufcw Local 655, Food Employers Joint Pension Plan, headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports $749M in total end-of-year assets and covers 7,606 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 436058365, and the plan has been effective since 1963-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $906M at the beginning of 2022 to $749M at year-end — a decline of 17.3%. Net assets (after liabilities) closed the year at $747M, with reported net income of $-155,225,682 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$906M
Total Assets (End of Year)$749M
Net Assets (End of Year)$747M
Net Income$-155,225,682
Plan TypeOther
Employer EIN436058365
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Ufcw Local 655, Food Employers Joint Pension Plan)

Year Plans Participants Total Assets
2022 1 7,606 $749M
2023 1 7,157 $765M
2024 1 6,550 $780M

Nearby Other Plans in Missouri

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Ufcw Union Local No. 655, Food Employer's Joint Pe?
As of the 2022 Form 5500 filing, Ufcw Union Local No. 655, Food Employer's Joint Pe holds $749M in total assets with 7,606 participants. It is sponsored by Board of Trustees of Ufcw Local 655, Food Employers Joint Pension Plan.
What type of plan is Ufcw Union Local No. 655, Food Employer's Joint Pe?
Ufcw Union Local No. 655, Food Employer's Joint Pe is a Other plan. It has been effective since 1963-01-01. The plan is filed with the U.S. Department of Labor under EIN 436058365.
Who sponsors the Ufcw Union Local No. 655, Food Employer's Joint Pe?
Ufcw Union Local No. 655, Food Employer's Joint Pe is sponsored by Board of Trustees of Ufcw Local 655, Food Employers Joint Pension Plan, located in Missouri. The sponsor's EIN is 436058365 and the plan operates in the Retail Trade industry.
How did Ufcw Union Local No. 655, Food Employer's Joint Pe perform in 2022?
Ufcw Union Local No. 655, Food Employer's Joint Pe declined by 17.3% during 2022, moving from $906M to $749M in total assets. Net income was $-155,225,682.
Where can I find official filings for Ufcw Union Local No. 655, Food Employer's Joint Pe?
Official Form 5500 filings for Ufcw Union Local No. 655, Food Employer's Joint Pe are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 436058365 or plan name at efast.dol.gov.
How does Ufcw Union Local No. 655, Food Employer's Joint Pe compare to other plans?
You can compare Ufcw Union Local No. 655, Food Employer's Joint Pe against other Other plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 436058365.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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