Defined Benefit (Pension) · DOL Form 5500 · 2022
Ufcw Pharmacists, Clerks and Drug Employer's Pension Trust Pension Plan
Data updated 2026-08-25
- $172M
- Total assets Near avg plan size
- 3,785
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $45,314
- Avg per participant Low balance/head
Official DOL plan name: Ufcw Pharmacists, Clerks and Drug Employers Pension Trust · Sponsored by Ufcw Pharmacists, Clerks and Drug Employer's Pension Trust · California · Retail Trade
$172M in assets, 3,785 participants
Ufcw Pharmacists, Clerks and Drug Employer's Pension Trust's Ufcw Pharmacists, Clerks and Drug Employers Pension Trust reported $172M in total assets and 3,785 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #9,261 in Retail Trade (9,519 peers)
Coverage in California
Ufcw Pharmacists, Clerks and Drug Employers Pension Trust covers 3,785 participants in California, 6.0x the typical California plan (state average ~630 per filing). Assets: $172M.
- #9,261
- in Retail Trade (9,519 peers)
- -16.2%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ufcw Pharmacists, Clerks and Drug Employers Pension Trust's outsized position by total assets
Ufcw Pharmacists, Clerks and Drug Employers Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$171,515,336 Top 5% higher than 95% 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
Ufcw Pharmacists, Clerks and Drug Employers Pension Trust'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. Ufcw Pharmacists, Clerks and Drug Employers Pension Trust lands in the large band (3,785 participants).
Plan-year Form 5500 strip
Filing strip 942518312 · Ufcw Pharmacists, Clerks and Drug Employer's Pension Trust PY 2022 · Defined Benefit (Pension)
Ufcw Pharmacists, Clerks and Drug Employers Pension Trust · $172M · 3,785 · 95th
- IND $172M
- IND 3,785
- IND 95th
- IND Defined Benefit (Pension)
- IND near Monongalia Health System, Inc. Retirement Plan
- IND ind #9261
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 California →
Ufcw Pharmacists, Clerks and Drug Employers Pension Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $205M |
|---|---|
| Net Assets (End of Year) | $171M |
| Net Income | -$33M |
| 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)
Sponsor-wide plan assets over time
All Ufcw Pharmacists, Clerks and Drug Employer's Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $186M 8.696604250012955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,785 | $172M |
| 2023 | 1 | 3,531 | $179M |
| 2024 | 1 | 3,211 | $186M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Ufcw Pharmacists, Clerks and Drug Employers Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Monongalia Health System, Inc. Retirement Plan in WV ($171M); by covered participants it is Wisconsin Laborers' Pension Fund in WI (3,791 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($172M here).
- Monongalia Health System, Inc. Retirement Plan (WV) $171M · 252
- White Castle Pension Plan and Trust (OH) $172M · 2,126
- Plan for Retirement Allowances for Non Represented Employees (NJ) $171M · 192
- Schaeffler Group USA Inc. Pension Plan (SC) $171M · 690
Similar participant headcount
Nearest other-state filings by covered participants (3,785 participants); asset peers above are excluded.
- Wisconsin Laborers' Pension Fund (WI) 3,791 · 6 off
- M&t Bank Corporation Pension Plan (NY) 3,795 · 10 off
- Hormel Foods Corporation Pension Plan (MN) 3,772 · 13 off
- Western Pennsylvania Teamsters and Employers Pension Fund (PA) 3,799 · 14 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.