Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of Ufcw Heartland Pension Fund Pension Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 443
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $135,555
- Avg per participant Near avg balance/head
Official DOL plan name: Ufcw Heartland Pension Fund · Sponsored by Board of Trustees of Ufcw Heartland Pension Fund · Ohio · Finance & Insurance
$60M in assets, 443 participants
Board of Trustees of Ufcw Heartland Pension Fund's Ufcw Heartland Pension Fund reported $60M in total assets and 443 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #7,676 in Finance & Insurance (9,261 peers)
Where Ufcw Heartland Pension Fund sits by assets
Ufcw Heartland Pension Fund sits in the top quartile of all filed plans by assets, $60M for 443 participants (~$135,555/participant), down 17.2% in 2022.
- #7,676
- in Finance & Insurance (9,261 peers)
- -17.2%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ufcw Heartland Pension Fund's outsized position by total assets
Ufcw Heartland Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$60,050,830 Top 11% higher than 89% 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
Ufcw Heartland Pension Fund among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufcw Heartland Pension Fund sits mid-pack in the medium band (443 participants).
Form 5500 schedule snapshot
Filing strip 316056028 · Board of Trustees of Ufcw Heartland Pension Fund PY 2022 · Defined Benefit (Pension)
Ufcw Heartland Pension Fund · $60M · 443 · 89th
- BOY $60M
- SCH 443
- EBSA 89th
- PART Defined Benefit (Pension)
- TYPE near Retirement Plan for Employees of King Kullen
- NET ind #7676
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 Finance & Insurance retirement plans → · Plans in Ohio →
Ufcw Heartland Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | -$12M |
| Employer EIN | 316056028 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Ufcw Heartland Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Ufcw Heartland Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 2.1726810437091375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 443 | $60M |
| 2023 | 1 | 554 | $60M |
| 2024 | 1 | 373 | $59M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.6B · 12,346
- Nationwide Retirement Plan $5.0B · 22,597
- American Electric Power System Retirement Plan $4.5B · 15,837
- Ohio Operating Engineers Pension Plan $3.4B · 9,749
- Laborers District Council & Contractors Pension Fund of Ohio $2.6B · 13,583
Ufcw Heartland Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of King Kullen in NY ($60M); by covered participants it is Barclays Pension Plan in NY (443 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
Similar participant headcount
Nearest other-state filings by covered participants (443 participants); asset peers above are excluded.
- Barclays Pension Plan (NY) 443 · 0 off
- Plumbers & Pipefitters Local 172 Pension Fund (IL) 443 · 0 off
- Plumbers Local 27 Pension Fund (PA) 442 · 1 off
- Major League Baseball Pension Plan for Non-Uniformed Personnel (NY) 442 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.