Defined Benefit (Pension) · DOL Form 5500 · 2022
Brd of Ttees Ufcw Local One Pension Fund Pension Plan
Data updated 2026-08-25
- $185M
- Total assets Near avg plan size
- 294
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $629,810
- Avg per participant High balance/head
Official DOL plan name: Ufcw Local One Pension Fund · Sponsored by Brd of Ttees Ufcw Local One Pension Fund · New York · Retail Trade
$185M in assets, 294 participants
Brd of Ttees Ufcw Local One Pension Fund's Ufcw Local One Pension Fund reported $185M in total assets and 294 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #9,276 in Retail Trade (9,519 peers)
Coverage in New York
Ufcw Local One Pension Fund covers 294 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $185M.
- #9,276
- in Retail Trade (9,519 peers)
- -25.5%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $63M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ufcw Local One Pension Fund's outsized position by total assets
Ufcw Local One Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$185,164,148 Top 5% higher than 95% 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 Local One Pension Fund among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufcw Local One Pension Fund sits mid-pack in the medium band (294 participants).
Form 5500 schedule snapshot
Filing strip 166144007 · Brd of Ttees Ufcw Local One Pension Fund PY 2022 · Defined Benefit (Pension)
Ufcw Local One Pension Fund · $185M · 294 · 95th
- PCT $185M
- PCT 294
- PCT 95th
- PCT Defined Benefit (Pension)
- PCT near University of Virginia Physicians Group Clinicians Supplemental Retirement Plan
- PCT ind #9276
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 New York →
Ufcw Local One Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $249M |
|---|---|
| Net Assets (End of Year) | $184M |
| Net Income | -$63M |
| Employer EIN | 166144007 |
| Plan Effective Date | 1963-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brd of Ttees Ufcw Local One Pension Fund)
Sponsor-wide plan assets over time
All Brd of Ttees Ufcw Local One Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $968M 423.0384015808503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 294 | $185M |
| 2023 | 1 | 270 | $988M |
| 2024 | 1 | 125 | $968M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Ufcw Local One Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is University of Virginia Physicians Group Clinicians Supplemental Retirement Plan in VA ($185M); by covered participants it is Covington Portfolio Pension Plan in DC (294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($185M here).
- University of Virginia Physicians Group Clinicians Supplemental Retirement Plan (VA) $185M · 552
- Transit Management of Southeast Louisiana, Inc. Retirement Income Plan (LA) $186M · 1,673
- Odyssey Reinsurance Company Restated Employees Retirement Plan (CT) $185M · 233
- Iuoe Local 98 Pension Plan (MA) $184M · 656
Similar participant headcount
Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.
- Covington Portfolio Pension Plan (DC) 294 · 0 off
- IBEW Local Union 64 Pension Plan (OH) 294 · 0 off
- Sign Pictorial & Display Industry Pension Plan (CA) 294 · 0 off
- The Gorman-Rupp Company Retirement Plan (OH) 294 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.