Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Ufcw Consolidated Pension Fund

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

Sponsored by Bd of Trustees Ufcw Consolidated Pension Fund · Georgia · Retail Trade

What the 2023 filing shows

Ufcw Consolidated Pension Fund holds $5.4B for 192,097 participants — about $27,896 per participant, down 14.1% over the 2022 plan year.

$5.4B
total plan assets (2022 EOY)
192,097
covered participants
$27,896
avg assets per participant
-14.1%
assets change YoY

The plan reported a net loss of $864M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$5.4B
Participants
192,097
State
Industry
Retail Trade

What the Filing Says About Ufcw Consolidated Pension Fund

Ufcw Consolidated Pension Fund is a Defined Benefit (Pension) retirement plan sponsored by Bd of Trustees Ufcw Consolidated Pension Fund, headquartered in Georgia. As of the 2022 Form 5500 filing, the plan reports $5.4B in total end-of-year assets and covers 192,097 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 586101602, and the plan has been effective since 1968-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6.2B at the beginning of 2022 to $5.4B at year-end — a decline of 14.1%. Net assets (after liabilities) closed the year at $5.3B, with reported net income of $-863,519,401 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)$6.2B
Total Assets (End of Year)$5.4B
Net Assets (End of Year)$5.3B
Net Income$-863,519,401
Plan TypeDefined Benefit (Pension)
Employer EIN586101602
Plan Effective Date1968-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees Ufcw Consolidated Pension Fund)

Year Plans Participants Total Assets
2022 1 192,097 $5.4B
2023 1 191,597 $5.5B
2024 1 184,887 $5.6B

Nearby Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Ufcw Consolidated Pension Fund?
As of the 2022 Form 5500 filing, Ufcw Consolidated Pension Fund holds $5.4B in total assets with 192,097 participants. It is sponsored by Bd of Trustees Ufcw Consolidated Pension Fund.
What type of plan is Ufcw Consolidated Pension Fund?
Ufcw Consolidated Pension Fund is a Defined Benefit (Pension) plan. It has been effective since 1968-11-01. The plan is filed with the U.S. Department of Labor under EIN 586101602.
Who sponsors the Ufcw Consolidated Pension Fund?
Ufcw Consolidated Pension Fund is sponsored by Bd of Trustees Ufcw Consolidated Pension Fund, located in Georgia. The sponsor's EIN is 586101602 and the plan operates in the Retail Trade industry.
How did Ufcw Consolidated Pension Fund perform in 2022?
Ufcw Consolidated Pension Fund declined by 14.1% during 2022, moving from $6.2B to $5.4B in total assets. Net income was $-863,519,401.
Where can I find official filings for Ufcw Consolidated Pension Fund?
Official Form 5500 filings for Ufcw Consolidated Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 586101602 or plan name at efast.dol.gov.
How does Ufcw Consolidated Pension Fund compare to other plans?
You can compare Ufcw Consolidated Pension Fund against other Defined Benefit (Pension) plans on the plan type page, or view plans in Georgia 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 586101602.

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.