401(k) · DOL Form 5500 · 2022

Board of Trustees, Ufcw Investment Savings Plan and 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
2,698
Participants Above avg headcount
82nd
Percentile by assets National rank
$10,246
Avg per participant Low balance/head
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Official DOL plan name: Ufcw Investment Savings Plan and Trust · Sponsored by Board of Trustees, Ufcw Investment Savings Plan and · Oregon · Retail Trade

$28M in assets, 2,698 participants

Board of Trustees, Ufcw Investment Savings Plan and's Ufcw Investment Savings Plan and Trust reported $28M in total assets and 2,698 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #8,546 in Retail Trade (9,519 peers)

Coverage in Oregon

Ufcw Investment Savings Plan and Trust covers 2,698 participants in Oregon, 6.1x the typical Oregon plan (state average ~443 per filing). Assets: $28M.

#8,546
in Retail Trade (9,519 peers)
-16.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ufcw Investment Savings Plan and Trust's outsized position by total assets

Ufcw Investment Savings Plan and Trust vs every filed plan by assets

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

$27,643,986 Top 18% higher than 82% 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

Ufcw Investment Savings Plan and Trust's large-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 Investment Savings Plan and Trust lands in the large band (2,698 participants).

Form 5500 schedule snapshot

Filing strip 911852794 · Board of Trustees, Ufcw Investment Savings Plan and PY 2022 · 401(k)

Ufcw Investment Savings Plan and Trust · $28M · 2,698 · 82nd

  • IND $28M
  • IND 2,698
  • IND 82nd
  • IND 401(k)
  • IND near Syndeo Outsourcing 401(k) Retirement Plan
  • IND ind #8546

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 Oregon →

Ufcw Investment Savings Plan and Trust in the asset neighbourhood

Gettel Automotive, Inc. 401(k) PlanGettel Automotive, Inc. 401(…$28MMerative US L.P. 401(k) Retirement PlanMerative US L.P. 401(k) Reti…$28MUfcw Investment Savings Plan and TrustUfcw Investment Savings Plan…$28MSyndeo Outsourcing 401(k) Retirement PlanSyndeo Outsourcing 401(k) Re…$28MChickasaw Holding Company Employees' 401(k) PlanChickasaw Holding Company Em…$28M
End-of-year total assets ($M) among Ufcw Investment Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$28M
Net Income-$6M
Employer EIN911852794
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Ufcw Investment Savings Plan and)

Sponsor-wide plan assets over time

All Board of Trustees, Ufcw Investment Savings Plan and plans reported in each filing year

Latest sponsor-wide plan assets
$37M 32.05630693055625% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.6M $36.5M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 2,698 $28M
2023 1 2,706 $32M
2024 1 2,893 $37M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ufcw Investment Savings Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -20246 Total assets ($B) Participants Ufcw Investment Savings Plan and Trust, Total assets ($B): 0.027643986 · Participants: 2698Ufcw Investment Savings Plan and Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Ufcw Investment Savings Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Ufcw Investment Savings Plan and Trust side-by-side with 3 peers →

Ufcw Investment Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Syndeo Outsourcing 401(k) Retirement Plan in KS ($28M); by covered participants it is East West Bank Employees 401(k) Savings Plan in CA (2,698 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,698 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 Ufcw Investment Savings Plan and Trust assets move in 2022? ▼
Ufcw Investment Savings Plan and Trust declined sharply - down 16.8% during 2022, from $33M to $28M. Reported net income was -$6M.
How have Board of Trustees, Ufcw Investment Savings Plan and plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Ufcw Investment Savings Plan and's sponsor-wide assets grew 32.1%, from $28M to $37M.
Where does Ufcw Investment Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Ufcw Investment Savings Plan and Trust ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ufcw Investment Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Syndeo Outsourcing 401(k) Retirement Plan in KS ($28M, 971 participants).
Which 401(k) plans cover a similar participant headcount to Ufcw Investment Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is East West Bank Employees 401(k) Savings Plan in CA (2,698 participants, $442M 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 911852794.

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.