Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees Retail Food Employers & Ufcw Local 711 Pension Pension Plan
Data updated 2026-08-06
- $333M
- Total assets
- 8,484
- Participants
- 97th
- Percentile by assets
- $39,305
- Avg per participant
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.
- 97th percentile by assets (of 139,258 plans)
- #9,367 in Retail Trade (9,527 peers)
Coverage in Utah
Retail Food Employers & Ufcw Local 711 Pension covers 8,484 participants in Utah, 14x the typical Utah plan (state average ~609 per filing). Assets: $333M.
- $333M
- total plan assets (2022 EOY)
- 8,484
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $39,305
- avg assets per participant
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.
Participants vs Utah filers
In Utah, the average filing covers about 609 participants across 1,226 plans. Retail Food Employers & Ufcw Local 711 Pension reports 8,484 participants - 14x that state average ($333M EOY assets).
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)
| 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.
Retail Food Employers & Ufcw Local 711 Pension vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants
- 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 $11.6T held by all Form 5500 filers in the national rollup , and 0.009% of 89,805,449 covered participants) - about $39,305 per participant (29% 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Retail Food Employers & Ufcw Local 711 Pension by total assets, not by location.
- 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
Frequently Asked Questions
How did Retail Food Employers & Ufcw Local 711 Pension assets move in 2022? ▼
How have Board of Trustees Retail Food Employers & Ufcw Local 711 Pension plan assets changed over time? ▼
Where does Retail Food Employers & Ufcw Local 711 Pension rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Retail Food Employers & Ufcw Local 711 Pension? ▼
Next read for Retail Food Employers & Ufcw Local 711 P…
Filing takeaways
Ways to act on Retail Food Employers & Ufcw Local 711 Pension's numbers.
- By total assets, Retail Food Employers & Ufcw Local 711 Pension ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Utah. Compare plans
- Board of Trustees Retail Food Employers & Ufcw Local 711 Pension's sponsor-wide assets have grown 9.9% since 2022 across 3 plan years on file. More Retail Trade plans