Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees-Ufcw Local 174 Retail Pension Fund Pension Plan

Data updated 2026-08-25

$953K
Total assets Small plan by assets
N/A
Participants Small participant base
24th
Percentile by assets National rank
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Official DOL plan name: Ufcw Local 174 Retail Pension Fund · Sponsored by Board of Trustees-Ufcw Local 174 Retail Pension Fund · New Jersey · Retail Trade

$953K in assets, N/A participants

Board of Trustees-Ufcw Local 174 Retail Pension Fund's Ufcw Local 174 Retail Pension Fund reported $953K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,284 in Retail Trade (9,519 peers)

What the 2022 filing shows

Ufcw Local 174 Retail Pension Fund holds $953K for N/A participants, among the smaller plans by assets on file.

#3,284
in Retail Trade (9,519 peers)
+2.7%
assets growth YoY

Ufcw Local 174 Retail Pension Fund among the smaller filed plans by assets

Ufcw Local 174 Retail Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$953,258 24th percentile higher than 24% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 131845497 · Board of Trustees-Ufcw Local 174 Retail Pension Fund PY 2022 · Defined Benefit (Pension)

Ufcw Local 174 Retail Pension Fund · $953K · N/A · 24th

  • NET $953K
  • NET N/A
  • NET 24th
  • NET Defined Benefit (Pension)
  • NET near Francke & Associates, Inc. Defined Benefit Pension Plan
  • NET ind #3284

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 New Jersey →

Ufcw Local 174 Retail Pension Fund in the asset neighbourhood

Producers Retirement Plan TrustProducers Retirement Plan Tr…$957KUfcw Local 174 Retail Pension FundUfcw Local 174 Retail Pensio…$953KFrancke & Associates, Inc. Defined Benefit Pension PlanFrancke & Associates, Inc. D…$954KLocal 447 Pension Fund$949KAtit Diamond Corp. Defined Benefit Pension PlanAtit Diamond Corp. Defined B…$949K
End-of-year total assets ($M) among Ufcw Local 174 Retail Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$929K
Net Assets (End of Year)$945K
Net Income$17K
Employer EIN131845497
Plan Effective Date1957-01-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees-Ufcw Local 174 Retail Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees-Ufcw Local 174 Retail Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$872K 8.50095147378779% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M 202220232024 $0.95M $0.87M ▼ -8.4%
Year Plans Participants Total Assets
2022 1 N/A $953K
2023 1 N/A $955K
2024 1 N/A $872K

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ufcw Local 174 Retail Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Ufcw Local 174 Retail Pension Fund, Total assets ($B): 0.000953258 · Participants: 0Ufcw Local 174 Retail Pension FundRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Ufcw Local 174 Retail Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Ufcw Local 174 Retail Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New Jersey, the nearest Defined Benefit (Pension) by end-of-year assets is Francke & Associates, Inc. Defined Benefit Pension Plan in CA at $954K (this filing: $953K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($953K here).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ufcw Local 174 Retail Pension Fund assets move in 2022?
Ufcw Local 174 Retail Pension Fund edged up modestly - up 2.7% during 2022, from $929K to $953K. Reported net income was $17K.
How have Board of Trustees-Ufcw Local 174 Retail Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees-Ufcw Local 174 Retail Pension Fund's sponsor-wide assets declined 8.5%, from $953K to $872K.
Where does Ufcw Local 174 Retail Pension Fund rank by assets among Form 5500 filers?
Ufcw Local 174 Retail Pension Fund ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Ufcw Local 174 Retail Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Francke & Associates, Inc. Defined Benefit Pension Plan in CA ($954K, 2 participants).