Profit Sharing · DOL Form 5500 · 2022
Trustees of Ufcw Retirement and Savings Plan Profit Sharing Plan
Data updated 2026-08-11
- $142M
- Total assets
- 19,629
- Participants
- 94th
- Percentile by assets
- $7,245
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $142M
- total plan assets (2022 EOY)
- 19,629
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $7,245
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Ufcw Retirement and Savings Plan reports 19,629 participants - 23x that state average ($142M EOY assets).
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)
| 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.
Ufcw Retirement and Savings Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Ufcw Retirement and Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Ufcw Retirement and Savings Plan assets move in 2022? ▼
How have Trustees of Ufcw Retirement and Savings Plan plan assets changed over time? ▼
Where does Ufcw Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Ufcw Retirement and Savings Plan? ▼
Next read for Ufcw Retirement and Savings Plan
Filing takeaways
Ways to act on Ufcw Retirement and Savings Plan's numbers.
- By total assets, Ufcw Retirement and Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Trustees of Ufcw Retirement and Savings Plan's sponsor-wide assets have grown 35.1% since 2022 across 3 plan years on file. More Finance & Insurance plans