UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYERS PENSION TRUST

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 6, 2026

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

UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYER'S PENSION TRUST

This Other plan holds $172M in total assets and serves 3,785 participants as of 2022. It is sponsored by UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYER'S PENSION TRUST in California. The plan reported a net loss of $33M for the year.

Total Assets (2023)

$172M

Participants

3,785

State

California

Industry

Retail Trade

What the Filing Says About UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYERS PENSION TRUST

UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYERS PENSION TRUST is a Other retirement plan sponsored by UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYER'S PENSION TRUST, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $172M in total end-of-year assets and covers 3,785 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 942518312, and the plan has been effective since 1961-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $205M at the beginning of 2022 to $172M at year-end — a decline of 16.2%. Net assets (after liabilities) closed the year at $171M, with reported net income of $-32,616,265 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)	$205M
Total Assets (End of Year)	$172M
Net Assets (End of Year)	$171M
Net Income	$-32,616,265
Plan Type	Other
Employer EIN	942518312
Plan Effective Date	1961-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYER'S PENSION TRUST)

Year	Plans	Participants	Total Assets
2022	1	3,785	$172M
2023	1	3,531	$179M
2024	1	3,211	$186M

Nearby Other Plans in California

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

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Frequently Asked Questions

How much money is in the UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYERS PENSION TRUST? ▼

As of the 2022 Form 5500 filing, UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYERS PENSION TRUST holds $172M in total assets with 3,785 participants. It is sponsored by UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYER'S PENSION TRUST.

What type of plan is UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYERS PENSION TRUST? ▼

UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYERS PENSION TRUST is a Other plan. It has been effective since 1961-01-01. The plan is filed with the U.S. Department of Labor under EIN 942518312.

Who sponsors the UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYERS PENSION TRUST? ▼

UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYERS PENSION TRUST is sponsored by UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYER'S PENSION TRUST, located in California. The sponsor's EIN is 942518312 and the plan operates in the Retail Trade industry.

How did UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYERS PENSION TRUST perform in 2022? ▼

UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYERS PENSION TRUST declined by 16.2% during 2022, moving from $205M to $172M in total assets. Net income was $-32,616,265.

Where can I find official filings for UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYERS PENSION TRUST? ▼

Official Form 5500 filings for UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYERS PENSION TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942518312 or plan name at efast.dol.gov.

How does UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYERS PENSION TRUST compare to other plans? ▼

You can compare UFCW PHARMACISTS, CLERKS AND DRUG EMPLOYERS PENSION TRUST against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.