Money Purchase · DOL Form 5500 · 2022
Board of Trustees Ufcw No. California F Joint Individual Account Plan Money Purchase Plan
Data updated 2026-08-11
- $246M
- Total assets
- 11,684
- Participants
- 96th
- Percentile by assets
- $21,012
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $246M
- total plan assets (2022 EOY)
- 11,684
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $21,012
- avg assets per participant
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.
Where Ufcw No. California Food Employers Joint Individual Account Plan sits 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
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Ufcw No. California Food Employers Joint Individual Account Plan reports 11,684 participants - 19x that state average ($246M EOY assets).
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)
| 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.
Ufcw No. California Food Employers Joint Individual Account Plan vs. nearby Money Purchase plans in California, assets vs. participants
- 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)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Ufcw No. California Food Employers Joint Individual Account Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Ufcw No. California Food Employers Joint Individual Account Plan assets move in 2022? ▼
How have Board of Trustees Ufcw No. California F Joint Individual Account Plan plan assets changed over time? ▼
Where does Ufcw No. California Food Employers Joint Individual Account Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Ufcw No. California Food Employers Joint Individual Account Plan? ▼
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Filing takeaways
Ways to act on Ufcw No. California Food Employers Joint Individual Account Plan's numbers.
- By total assets, Ufcw No. California Food Employers Joint Individual Account Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees Ufcw No. California F Joint Individual Account Plan's sponsor-wide assets have grown 8.8% since 2022 across 3 plan years on file. More Retail Trade plans