Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees Retail Food Employers & Ufcw Local 711 Pension Pension Plan
Data updated 2026-08-25
- $333M
- Total assets Above avg plan size
- 8,484
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $39,305
- Avg per participant Low balance/head
Official DOL plan name: Retail Food Employers & Ufcw Local 711 Pension · Sponsored by Board of Trustees Retail Food Employers & Ufcw Local 711 Pension · Utah · Retail Trade
$333M in assets, 8,484 participants
Board of Trustees Retail Food Employers & Ufcw Local 711 Pension's Retail Food Employers & Ufcw Local 711 Pension reported $333M in total assets and 8,484 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #9,359 in Retail Trade (9,519 peers)
Coverage in Utah
Retail Food Employers & Ufcw Local 711 Pension covers 8,484 participants in Utah, 14x the typical Utah plan (state average ~592 per filing). Assets: $333M.
- #9,359
- in Retail Trade (9,519 peers)
- -18.4%
- assets change YoY
- 3.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $75M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retail Food Employers & Ufcw Local 711 Pension's outsized position by total assets
Retail Food Employers & Ufcw Local 711 Pension vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$333,464,015 Top 3% higher than 97% 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
Retail Food Employers & Ufcw Local 711 Pension'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. Retail Food Employers & Ufcw Local 711 Pension lands in the large band (8,484 participants).
Form 5500 schedule snapshot
Filing strip 516031512 · Board of Trustees Retail Food Employers & Ufcw Local 711 Pension PY 2022 · Defined Benefit (Pension)
Retail Food Employers & Ufcw Local 711 Pension · $333M · 8,484 · 97th
- BOOK $333M
- BOOK 8,484
- BOOK 97th
- BOOK Defined Benefit (Pension)
- BOOK near Olympus Corporation of the Americas Pension Plan
- BOOK ind #9359
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 Utah →
Retail Food Employers & Ufcw Local 711 Pension in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $408M |
|---|---|
| Net Assets (End of Year) | $333M |
| Net Income | -$75M |
| Employer EIN | 516031512 |
| Plan Effective Date | 1968-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Retail Food Employers & Ufcw Local 711 Pension)
Sponsor-wide plan assets over time
All Board of Trustees Retail Food Employers & Ufcw Local 711 Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $367M 9.949748250946957% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,484 | $333M |
| 2023 | 1 | 8,448 | $355M |
| 2024 | 1 | 8,046 | $367M |
Nearby Defined Benefit (Pension) Plans in Utah
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Deseret Mutual Master Retirement Plan $7.8B · 12,102
- Intermountain Healthcare Pension Plan $3.0B · 30,404
- Rio Tinto America Inc. Retirement Plan $843M · 1,747
- America First Credit Union Pension Plan $487M · 2,406
- Retirement Plan for Employees of Intermountain Power Service Corporation $301M · 342
Scale composition for Retail Food Employers & Ufcw Local 711 Pension
Retail Food Employers & Ufcw Local 711 Pension reports $333M in end-of-year assets across 8,484 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $39,305 per participant (28% of the national average assets-per-participant) . Net income for plan year 2022 was -$75M.
This plan identity (EIN 516031512, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $333M to $367M (+9.9%) while covered participants moved from 8,484 to 8,046 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,484 | $333M | This page |
| 2023 | 8,448 | $355M | Open filing |
| 2024 · index core | 8,046 | $367M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Retail Food Employers & Ufcw Local 711 Pension (Defined Benefit (Pension), $367M, 8,046 participants)
Retail Food Employers & Ufcw Local 711 Pension's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Utah, the nearest Defined Benefit (Pension) by assets is Olympus Corporation of the Americas Pension Plan in PA ($334M); by covered participants it is Entergy Corporation Retirement Plan for Non-Bargaining Employees in LA (8,484 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($333M here).
- Olympus Corporation of the Americas Pension Plan (PA) $334M · 670
- Caleres, Inc. Retirement Plan (MO) $333M · 3,222
- Baxalta Incorporated and Subsidiaries Pension Plan (PA) $334M · 591
- The Restated Ag Processing Inc Retirement Plan (NE) $333M · 1,083
Similar participant headcount
Nearest other-state filings by covered participants (8,484 participants); asset peers above are excluded.
- Entergy Corporation Retirement Plan for Non-Bargaining Employees (LA) 8,484 · 0 off
- Southern California IBEW-NECA Pension Plan (CA) 8,483 · 1 off
- The University of Chicago Retirement Income Plan for Employees (IL) 8,512 · 28 off
- Golub Corporation Employees Retirement Plan (NY) 8,453 · 31 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.