Other
2022 plan-year Other DOL Form 5500

UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND

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

TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND

This Other plan holds $8.0B in total assets and serves 20,170 participants as of 2022. It is sponsored by TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND in Illinois. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$8.0B
Participants
20,170
State
Industry
Retail Trade

What the Filing Says About UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND

UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND is a Other retirement plan sponsored by TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $8.0B in total end-of-year assets and covers 20,170 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 516055922, and the plan has been effective since 1965-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8.0B at the beginning of 2022 to $8.0B at year-end — a gain of 0.1%. Net assets (after liabilities) closed the year at $7.9B, with reported net income of $-3,394,402 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 1 prior plan-year filing 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)$8.0B
Total Assets (End of Year)$8.0B
Net Assets (End of Year)$7.9B
Net Income$-3,394,402
Plan TypeOther
Employer EIN516055922
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND)

Year Plans Participants Total Assets
2022 1 20,170 $8.0B
2023 1 20,680 $8.0B

Nearby Other Plans in Illinois

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

Frequently Asked Questions

How much money is in the UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND?
As of the 2022 Form 5500 filing, UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND holds $8.0B in total assets with 20,170 participants. It is sponsored by TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND.
What type of plan is UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND?
UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND is a Other plan. It has been effective since 1965-07-01. The plan is filed with the U.S. Department of Labor under EIN 516055922.
Who sponsors the UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND?
UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND is sponsored by TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND, located in Illinois. The sponsor's EIN is 516055922 and the plan operates in the Retail Trade industry.
How did UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND perform in 2022?
UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND grew by 0.1% during 2022, moving from $8.0B to $8.0B in total assets. Net income was $-3,394,402.
Where can I find official filings for UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND?
Official Form 5500 filings for UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 516055922 or plan name at efast.dol.gov.
How does UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND compare to other plans?
You can compare UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND against other Other plans on the plan type page, or view plans in Illinois 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 516055922.

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.