Profit Sharing · DOL Form 5500 · 2022
Trustees of Ufcw Retirement and Savings Plan Profit Sharing Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 19,629
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $7,245
- Avg per participant Low balance/head
Official DOL plan name: Ufcw Retirement and Savings Plan · Sponsored by Trustees of Ufcw Retirement and Savings Plan · New Jersey · Finance & Insurance
$142M in assets, 19,629 participants
Trustees of Ufcw Retirement and Savings Plan's Ufcw Retirement and Savings Plan reported $142M in total assets and 19,629 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #8,408 in Finance & Insurance (9,261 peers)
Coverage in New Jersey
Ufcw Retirement and Savings Plan covers 19,629 participants in New Jersey, 23x the typical New Jersey plan (state average ~844 per filing). Assets: $142M.
- #8,408
- in Finance & Insurance (9,261 peers)
- -8.7%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ufcw Retirement and Savings Plan's outsized position by total assets
Ufcw Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$142,216,297 Top 6% higher than 94% 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 Retirement and Savings Plan'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 Retirement and Savings Plan is a mega filing (19,629 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 232818427 · Trustees of Ufcw Retirement and Savings Plan PY 2022 · Profit Sharing
Ufcw Retirement and Savings Plan · $142M · 19,629 · 94th
- EIN $142M
- RANK 19,629
- PHOTO 94th
- IND Profit Sharing
- EOY near Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.
- 5500 ind #8408
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 Finance & Insurance retirement plans → · Plans in New Jersey →
Ufcw Retirement and Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $156M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | -$14M |
| Employer EIN | 232818427 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Ufcw Retirement and Savings Plan)
Sponsor-wide plan assets over time
All Trustees of Ufcw Retirement and Savings Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $192M 35.13880269291501% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19,629 | $142M |
| 2023 | 1 | 17,516 | $168M |
| 2024 | 1 | 18,932 | $192M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
Scale composition for Ufcw Retirement and Savings Plan
Ufcw Retirement and Savings Plan reports $142M in end-of-year assets across 19,629 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $7,245 per participant (5% of the national average assets-per-participant) . Net income for plan year 2022 was -$14M.
This plan identity (EIN 232818427, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $142M to $192M (+35.1%) while covered participants moved from 19,629 to 18,932 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 19,629 | $142M | This page |
| 2023 | 17,516 | $168M | Open filing |
| 2024 · index core | 18,932 | $192M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ufcw Retirement and Savings Plan (Profit Sharing, $192M, 18,932 participants)
Ufcw Retirement and Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. in DC ($144M); by covered participants it is Maximus Gsa Retirement Plan in VA (19,971 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
Similar participant headcount
Nearest other-state filings by covered participants (19,629 participants); asset peers above are excluded.
- Maximus Gsa Retirement Plan (VA) 19,971 · 342 off
- Annuity Plan of the Electrical Industry (NY) 19,997 · 368 off
- Emory University Retirement Plan (GA) 18,872 · 757 off
- Cargill Employee Retirement Account Plan (MN) 18,794 · 835 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.