Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, So Ca Ufcw Unions & Food Employers Pension Plan
Data updated 2026-08-25
- $4.9B
- Total assets Very large vs avg
- 56,802
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $86,648
- Avg per participant Below avg balance/head
Official DOL plan name: Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund · Sponsored by Board of Trustees, So Ca Ufcw Unions & Food Employers · California · Retail Trade
$4.9B in assets, 56,802 participants
Board of Trustees, So Ca Ufcw Unions & Food Employers's Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund reported $4.9B in total assets and 56,802 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.
- #9,505 in Retail Trade (9,519 peers)
Coverage in California
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund covers 56,802 participants in California, 90x the typical California plan (state average ~630 per filing). Assets: $4.9B.
- #9,505
- in Retail Trade (9,519 peers)
- -8.3%
- assets change YoY
- 49×
- vs typical plan assets (national mean)
The plan reported a net loss of $417M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's outsized position by total assets
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,921,751,324 Highest reported value at or above every one 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
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund'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. Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund is a mega filing (56,802 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 951939092 · Board of Trustees, So Ca Ufcw Unions & Food Employers PY 2022 · Defined Benefit (Pension)
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund · $4.9B · 56,802 · 100th
- BOOK $4.9B
- VS-ST 56,802
- BOY 100th
- SCH Defined Benefit (Pension)
- EBSA near Usaa Pension Plan
- PART ind #9505
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 →
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5.4B |
|---|---|
| Net Assets (End of Year) | $4.9B |
| Net Income | -$417M |
| Employer EIN | 951939092 |
| Plan Effective Date | 1957-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, So Ca Ufcw Unions & Food Employers)
Sponsor-wide plan assets over time
All Board of Trustees, So Ca Ufcw Unions & Food Employers plans reported in each filing year
- Latest sponsor-wide plan assets
- $6.5B 31.998316276574236% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 56,802 | $4.9B |
| 2023 | 1 | 51,823 | $5.2B |
| 2024 | 1 | 54,456 | $6.5B |
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
Scale composition for Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund reports $4.9B in end-of-year assets across 56,802 participants (0.040% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.060% of 93,925,755 covered participants) - about $86,648 per participant (63% of the national average assets-per-participant) . Net income for plan year 2022 was -$417M.
This plan identity (EIN 951939092, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.9B to $6.5B (+32.0%) while covered participants moved from 56,802 to 54,456 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 56,802 | $4.9B | This page |
| 2023 | 51,823 | $5.2B | Open filing |
| 2024 · index core | 54,456 | $6.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund (Defined Benefit (Pension), $6.5B, 54,456 participants)
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Usaa Pension Plan in TX ($4.9B); by covered participants it is U.S. Bank Pension Plan in MN (55,836 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.9B here).
- Usaa Pension Plan (TX) $4.9B · 31,143
- The Bank of New York Mellon Corporation Pension Plan (PA) $5.0B · 8,098
- Textron Master Retirement Plan (RI) $5.0B · 7,702
- New York District Council of Carpenters Pension Pl (NY) $4.8B · 11,318
Similar participant headcount
Nearest other-state filings by covered participants (56,802 participants); asset peers above are excluded.
- U.S. Bank Pension Plan (MN) 55,836 · 966 off
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations (MA) 55,495 · 1,307 off
- Retirement Security Plan (VA) 54,531 · 2,271 off
- Building Service 32bj Pension Fund (NY) 54,120 · 2,682 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.