Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Ufcw No. Calif. Employers Joint Pension Plan Pension Plan
Data updated 2026-08-06
- $3.0B
- Total assets
- 50,493
- Participants
- 100th
- Percentile by assets
- $59,203
- Avg per participant
Official DOL plan name: Ufcw - Northern California Employers Joint Pension · Sponsored by Board of Trustees, Ufcw No. Calif. Employers Joint Pension Plan · California · Retail Trade
$3.0B in assets, 50,493 participants
Board of Trustees, Ufcw No. Calif. Employers Joint Pension Plan's Ufcw - Northern California Employers Joint Pension reported $3.0B in total assets and 50,493 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,258 plans)
- #9,504 in Retail Trade (9,527 peers)
Coverage in California
Ufcw - Northern California Employers Joint Pension covers 50,493 participants in California, 79x the typical California plan (state average ~637 per filing). Assets: $3.0B.
- $3.0B
- total plan assets (2022 EOY)
- 50,493
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $59,203
- avg assets per participant
The plan reported a net loss of $533M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Ufcw - Northern California Employers Joint Pension reports 50,493 participants - 79x that state average ($3.0B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $3.5B |
|---|---|
| Net Assets (End of Year) | $2.9B |
| Net Income | -$533M |
| Employer EIN | 946313554 |
| Plan Effective Date | 1957-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Ufcw No. Calif. Employers Joint Pension Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50,493 | $3.0B |
| 2023 | 1 | 46,714 | $2.9B |
| 2024 | 1 | 43,053 | $2.9B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Ufcw - Northern California Employers Joint Pension vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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
Scale composition for Ufcw - Northern California Employers Joint Pension
Ufcw - Northern California Employers Joint Pension reports $3.0B in end-of-year assets across 50,493 participants (0.026% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.056% of 89,805,449 covered participants) - about $59,203 per participant (43% of the national average assets-per-participant) . Net income for plan year 2022 was -$533M.
This plan identity (EIN 946313554, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.0B to $2.9B (-2.1%) while covered participants moved from 50,493 to 43,053 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 50,493 | $3.0B | This page |
| 2023 | 46,714 | $2.9B | Open filing |
| 2024 · index core | 43,053 | $2.9B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ufcw No. California Employers Joint Pension Plan (Defined Benefit (Pension), $2.9B, 43,053 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ufcw - Northern California Employers Joint Pension by total assets, not by location.
- Northwest Carpenters Retirement Plan (WA) $3.0B · 15,284
- Intermountain Healthcare Pension Plan (UT) $3.0B · 30,404
- Building Trades United Pension Trust Fund Milwaukee and Vicinity (WI) $3.0B · 9,724
- Verizon Management Pension Plan (NJ) $2.9B · 12,977
Frequently Asked Questions
How did Ufcw - Northern California Employers Joint Pension assets move in 2022? ▼
How have Board of Trustees, Ufcw No. Calif. Employers Joint Pension Plan plan assets changed over time? ▼
Where does Ufcw - Northern California Employers Joint Pension rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Ufcw - Northern California Employers Joint Pension's numbers.
- By total assets, Ufcw - Northern California Employers Joint Pension ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Board of Trustees, Ufcw No. Calif. Employers Joint Pension Plan's sponsor-wide assets have declined 2.1% since 2022 across 3 plan years on file. More Retail Trade plans