Other
2022 plan-year Other DOL Form 5500

UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND

This Other plan holds $68M in total assets and serves 2,069 participants as of 2022. It is sponsored by UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND in Pennsylvania. The plan reported a net loss of $11M for the year.

Total Assets (2023)
$68M
Participants
2,069
State
Industry
Retail Trade

What the Filing Says About UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND

UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND is a Other retirement plan sponsored by UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $68M in total end-of-year assets and covers 2,069 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 236461717, and the plan has been effective since 1967-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $80M at the beginning of 2022 to $68M at year-end — a decline of 14.5%. Net assets (after liabilities) closed the year at $68M, with reported net income of $-11,463,683 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$80M
Total Assets (End of Year)$68M
Net Assets (End of Year)$68M
Net Income$-11,463,683
Plan TypeOther
Employer EIN236461717
Plan Effective Date1967-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND)

Year Plans Participants Total Assets
2022 1 2,069 $68M
2023 1 1,735 $72M
2024 1 1,818 $81M

Nearby Other Plans in Pennsylvania

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND?
As of the 2022 Form 5500 filing, UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND holds $68M in total assets with 2,069 participants. It is sponsored by UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND.
What type of plan is UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND?
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND is a Other plan. It has been effective since 1967-06-01. The plan is filed with the U.S. Department of Labor under EIN 236461717.
Who sponsors the UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND?
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND is sponsored by UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND, located in Pennsylvania. The sponsor's EIN is 236461717 and the plan operates in the Retail Trade industry.
How did UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND perform in 2022?
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND declined by 14.5% during 2022, moving from $80M to $68M in total assets. Net income was $-11,463,683.
Where can I find official filings for UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND?
Official Form 5500 filings for UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 236461717 or plan name at efast.dol.gov.
How does UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND compare to other plans?
You can compare UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND against other Other plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 236461717.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.