Other
2022 plan-year Other DOL Form 5500

Ufcw Local One Pension Fund

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

Sponsored by Brd of Ttees Ufcw Local One Pension Fund · New York · Retail Trade

What the 2023 filing shows

Ufcw Local One Pension Fund holds $185M for 294 participants — about $629,810 per participant, down 25.5% over the 2022 plan year.

$185M
total plan assets (2022 EOY)
294
covered participants
$629,810
avg assets per participant
-25.5%
assets change YoY

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.

Total Assets (2023)
$185M
Participants
294
State
Industry
Retail Trade

What the Filing Says About Ufcw Local One Pension Fund

Ufcw Local One Pension Fund is a Other retirement plan sponsored by Brd of Ttees Ufcw Local One Pension Fund, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $185M in total end-of-year assets and covers 294 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 166144007, and the plan has been effective since 1963-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $249M at the beginning of 2022 to $185M at year-end — a decline of 25.5%. Net assets (after liabilities) closed the year at $184M, with reported net income of $-63,363,547 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)$249M
Total Assets (End of Year)$185M
Net Assets (End of Year)$184M
Net Income$-63,363,547
Plan TypeOther
Employer EIN166144007
Plan Effective Date1963-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brd of Ttees Ufcw Local One Pension Fund)

Year Plans Participants Total Assets
2022 1 294 $185M
2023 1 270 $988M
2024 1 125 $968M

Nearby Other Plans in New York

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

Frequently Asked Questions

How much money is in the Ufcw Local One Pension Fund?
As of the 2022 Form 5500 filing, Ufcw Local One Pension Fund holds $185M in total assets with 294 participants. It is sponsored by Brd of Ttees Ufcw Local One Pension Fund.
What type of plan is Ufcw Local One Pension Fund?
Ufcw Local One Pension Fund is a Other plan. It has been effective since 1963-09-01. The plan is filed with the U.S. Department of Labor under EIN 166144007.
Who sponsors the Ufcw Local One Pension Fund?
Ufcw Local One Pension Fund is sponsored by Brd of Ttees Ufcw Local One Pension Fund, located in New York. The sponsor's EIN is 166144007 and the plan operates in the Retail Trade industry.
How did Ufcw Local One Pension Fund perform in 2022?
Ufcw Local One Pension Fund declined by 25.5% during 2022, moving from $249M to $185M in total assets. Net income was $-63,363,547.
Where can I find official filings for Ufcw Local One Pension Fund?
Official Form 5500 filings for Ufcw Local One Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 166144007 or plan name at efast.dol.gov.
How does Ufcw Local One Pension Fund compare to other plans?
You can compare Ufcw Local One Pension Fund against other Other plans on the plan type page, or view plans in New York 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 166144007.

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.