Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, So Ca Ufcw Unions & Food Employers Pension Plan
Data updated 2026-08-06
- $4.9B
- Total assets
- 56,802
- Participants
- 100th
- Percentile by assets
- $86,648
- Avg per participant
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.
- 100th percentile by assets (of 139,258 plans)
- #9,513 in Retail Trade (9,527 peers)
Coverage in California
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund covers 56,802 participants in California, 89x the typical California plan (state average ~637 per filing). Assets: $4.9B.
- $4.9B
- total plan assets (2022 EOY)
- 56,802
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $86,648
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund reports 56,802 participants - 89x that state average ($4.9B EOY assets).
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)
| 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.
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund 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 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 (0.042% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.063% of 89,805,449 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund assets move in 2022? ▼
How have Board of Trustees, So Ca Ufcw Unions & Food Employers plan assets changed over time? ▼
Where does Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund? ▼
Next read for Southern California Ufcw Unions and Food…
Filing takeaways
Ways to act on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's numbers.
- By total assets, Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund 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, So Ca Ufcw Unions & Food Employers's sponsor-wide assets have grown 32.0% since 2022 across 3 plan years on file. More Retail Trade plans