Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND

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

UFCW NATIONAL HEALTH AND WELFARE FUND

This Defined Benefit (Pension) plan holds N/A in total assets and serves 29 participants as of 2022. It is sponsored by UFCW NATIONAL HEALTH AND WELFARE FUND in New Jersey.

Total Assets (2023)
N/A
Participants
29
State
Industry
Retail Trade

What the Filing Says About RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND

RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND is a Defined Benefit (Pension) retirement plan sponsored by UFCW NATIONAL HEALTH AND WELFARE FUND, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 29 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 221458594, and the plan has been effective since 1970-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. 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)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeDefined Benefit (Pension)
Employer EIN221458594
Plan Effective Date1970-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UFCW NATIONAL HEALTH AND WELFARE FUND)

Year Plans Participants Total Assets
2022 1 29 N/A
2023 1 29 N/A

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Frequently Asked Questions

How much money is in the RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND?
As of the 2022 Form 5500 filing, RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND holds N/A in total assets with 29 participants. It is sponsored by UFCW NATIONAL HEALTH AND WELFARE FUND.
What type of plan is RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND?
RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND is a Defined Benefit (Pension) plan. It has been effective since 1970-09-01. The plan is filed with the U.S. Department of Labor under EIN 221458594.
Who sponsors the RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND?
RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND is sponsored by UFCW NATIONAL HEALTH AND WELFARE FUND, located in New Jersey. The sponsor's EIN is 221458594 and the plan operates in the Retail Trade industry.
How did RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND perform in 2022?
RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND held N/A in total assets at the end of 2022.
Where can I find official filings for RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND?
Official Form 5500 filings for RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 221458594 or plan name at efast.dol.gov.
How does RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND compare to other plans?
You can compare RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Jersey 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 221458594.

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.