Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, Ufcw No. Calif. Employers Joint Pension Plan Pension Plan

Data updated 2026-08-25

$3.0B
Total assets Very large vs avg
50,493
Participants Very large workforce
100th
Percentile by assets National rank
$59,203
Avg per participant Low balance/head
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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.

  • #9,496 in Retail Trade (9,519 peers)

Coverage in California

Ufcw - Northern California Employers Joint Pension covers 50,493 participants in California, 80x the typical California plan (state average ~630 per filing). Assets: $3.0B.

#9,496
in Retail Trade (9,519 peers)
-15.6%
assets change YoY
30×
vs typical plan assets (national mean)

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.

Ufcw - Northern California Employers Joint Pension's outsized position by total assets

Ufcw - Northern California Employers Joint Pension vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,989,337,662 Highest reported value at or above every one of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Ufcw - Northern California Employers Joint Pension's mega-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 - Northern California Employers Joint Pension is a mega filing (50,493 participants), the rightmost band on the breakdown.

Published 5500 schedule card

Filing strip 946313554 · Board of Trustees, Ufcw No. Calif. Employers Joint Pension Plan PY 2022 · Defined Benefit (Pension)

Ufcw - Northern California Employers Joint Pension · $3.0B · 50,493 · 100th

  • RANK $3.0B
  • PHOTO 50,493
  • IND 100th
  • EOY Defined Benefit (Pension)
  • 5500 near Northwest Carpenters Retirement Plan
  • ASSETS ind #9496

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 - Northern California Employers Joint Pension in the asset neighbourhood

Intermountain Healthcare Pension PlanIntermountain Healthcare Pen…$3.0BUfcw - Northern California Employers Joint PensionUfcw - Northern California E…$3.0BNorthwest Carpenters Retirement PlanNorthwest Carpenters Retirem…$3.0BBuilding Trades United Pension Trust Fund Milwaukee and VicinityBuilding Trades United Pensi…$3.0BVerizon Management Pension PlanVerizon Management Pension P…$2.9B
End-of-year total assets ($B) among Ufcw - Northern California Employers Joint Pension and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$3.5B
Net Assets (End of Year)$2.9B
Net Income-$533M
Employer EIN946313554
Plan Effective Date1957-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Ufcw No. Calif. Employers Joint Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees, Ufcw No. Calif. Employers Joint Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2.9B 2.143740896674924% vs 2022
2024 filing year
$2.92B$2.94B$2.96B$2.98B$3B 202220232024 $2.99B $2.93B ▼ -2.0%
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 Scatter plot of 6 data points. 050000100000150000 010203040 Total assets ($B) Participants Ufcw - Northern California Employers Joint Pension, Total assets ($B): 2.989337662 · Participants: 50493Ufcw - Northern California Employers Joint PensionKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Ufcw - Northern California Employers Joint Pension vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Ufcw - Northern California Employers Joint Pension side-by-side with 3 peers →

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 (0.024% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.054% of 93,925,755 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 - Northern California Employers Joint Pension's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Northwest Carpenters Retirement Plan in WA ($3.0B); by covered participants it is Target Corporation Pension Plan in MN (50,515 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (50,493 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ufcw - Northern California Employers Joint Pension assets move in 2022? ▼
Ufcw - Northern California Employers Joint Pension declined sharply - down 15.6% during 2022, from $3.5B to $3.0B. Reported net income was -$533M.
How have Board of Trustees, Ufcw No. Calif. Employers Joint Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Ufcw No. Calif. Employers Joint Pension Plan's sponsor-wide assets declined 2.1%, from $3.0B to $2.9B.
Where does Ufcw - Northern California Employers Joint Pension rank by assets among Form 5500 filers? ▼
Ufcw - Northern California Employers Joint Pension ranks in the 100th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Ufcw - Northern California Employers Joint Pension? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Northwest Carpenters Retirement Plan in WA ($3.0B, 15,284 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw - Northern California Employers Joint Pension? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Target Corporation Pension Plan in MN (50,515 participants, $3.3B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 946313554.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.