Money Purchase · DOL Form 5500 · 2022
Board of Trustees Ufcw No. California F Joint Individual Account Plan Money Purchase Plan
Data updated 2026-08-25
- $246M
- Total assets Near avg plan size
- 11,684
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $21,012
- Avg per participant Low balance/head
Official DOL plan name: Ufcw No. California Food Employers Joint Individual Account Plan · Sponsored by Board of Trustees Ufcw No. California F Joint Individual Account Plan · California · Retail Trade
$246M in assets, 11,684 participants
Board of Trustees Ufcw No. California F Joint Individual Account Plan's Ufcw No. California Food Employers Joint Individual Account Plan reported $246M in total assets and 11,684 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #9,322 in Retail Trade (9,519 peers)
Coverage in California
Ufcw No. California Food Employers Joint Individual Account Plan covers 11,684 participants in California, 19x the typical California plan (state average ~630 per filing). Assets: $246M.
- #9,322
- in Retail Trade (9,519 peers)
- -15.8%
- assets change YoY
- 2.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ufcw No. California Food Employers Joint Individual Account Plan's outsized position by total assets
Ufcw No. California Food Employers Joint Individual Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$245,504,918 Top 4% higher than 96% 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
Ufcw No. California Food Employers Joint Individual Account 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. Ufcw No. California Food Employers Joint Individual Account Plan is a mega filing (11,684 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 680161773 · Board of Trustees Ufcw No. California F Joint Individual Account Plan PY 2022 · Money Purchase
Ufcw No. California Food Employers Joint Individual Account Plan · $246M · 11,684 · 96th
- TYPE $246M
- TYPE 11,684
- TYPE 96th
- TYPE Money Purchase
- TYPE near Samaritan Health Services Retirement Plan
- TYPE ind #9322
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 California →
Ufcw No. California Food Employers Joint Individual Account Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $291M |
|---|---|
| Net Assets (End of Year) | $245M |
| Net Income | -$45M |
| Employer EIN | 680161773 |
| Plan Effective Date | 1987-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ufcw No. California F Joint Individual Account Plan)
Sponsor-wide plan assets over time
All Board of Trustees Ufcw No. California F Joint Individual Account Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $267M 8.811254445012787% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11,684 | $246M |
| 2023 | 1 | 22,868 | $254M |
| 2024 | 1 | 24,156 | $267M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Scale composition for Ufcw No. California Food Employers Joint Individual Account Plan
Ufcw No. California Food Employers Joint Individual Account Plan reports $246M in end-of-year assets across 11,684 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $21,012 per participant (15% of the national average assets-per-participant) . Net income for plan year 2022 was -$45M.
This plan identity (EIN 680161773, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $246M to $267M (+8.8%) while covered participants moved from 11,684 to 24,156 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,684 | $246M | This page |
| 2023 | 22,868 | $254M | Open filing |
| 2024 · index core | 24,156 | $267M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ufcw No. California Food Employers Joint Individual Account Plan (Money Purchase, $267M, 24,156 participants)
Ufcw No. California Food Employers Joint Individual Account Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Samaritan Health Services Retirement Plan in OR ($245M); by covered participants it is Tiaa Retirement Plan in NY (11,825 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($246M here).
- Samaritan Health Services Retirement Plan (OR) $245M · 5,816
- National Hockey League Players Pension Plan () $243M · 17
- Local Union 400 IBEW Joint Annuity Plan (NJ) $250M · 677
- Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund (NY) $250M · 1,488
Similar participant headcount
Nearest other-state filings by covered participants (11,684 participants); asset peers above are excluded.
- Tiaa Retirement Plan (NY) 11,825 · 141 off
- Massachusetts Laborers' Annuity Fund (MA) 11,530 · 154 off
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan (NY) 11,845 · 161 off
- The Mitre Corporation Qualified Retirement Plan (MA) 12,021 · 337 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.