Defined Benefit (Pension) · DOL Form 5500 · 2022

Ufcw National Health and Welfare Fund Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
29
Participants Small participant base
71st
Percentile by assets National rank
$472,496
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Plan of the Ufcw National Health and Welfare Fund · Sponsored by Ufcw National Health and Welfare Fund · New Jersey · Retail Trade

$14M in assets, 29 participants

Ufcw National Health and Welfare Fund's Retirement Plan of the Ufcw National Health and Welfare Fund reported $14M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #7,755 in Retail Trade (9,519 peers)

Ufcw National Health and Welfare Fund multi-year trail

Ufcw National Health and Welfare Fund's plans moved +21.5% in assets from 2022 to 2024; this filing shows Retirement Plan of the Ufcw National Health and Welfare Fund at $14M / 29 participants.

#7,755
in Retail Trade (9,519 peers)
+5.1%
assets growth YoY

Retirement Plan of the Ufcw National Health and Welfare Fund's outsized position by total assets

Retirement Plan of the Ufcw National Health and Welfare Fund vs every filed plan by assets

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

$13,702,382 Top 29% higher than 71% 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

Retirement Plan of the Ufcw National Health and Welfare Fund among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of the Ufcw National Health and Welfare Fund is a small filing (29 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 221458594 · Ufcw National Health and Welfare Fund PY 2022 · Defined Benefit (Pension)

Retirement Plan of the Ufcw National Health and Welfare Fund · $14M · 29 · 71st

  • PHOTO $14M
  • PHOTO 29
  • PHOTO 71st
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597
  • PHOTO ind #7755

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 →

Retirement Plan of the Ufcw National Health and Welfare Fund in the asset neighbourhood

Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597Plumbing & Heating Wholesale…$14MBaker & Hostetler Retirement Benefit Enhancement PlanBaker & Hostetler Retirement…$14MSummit Credit Union Retirement Pension PlanSummit Credit Union Retireme…$14MRetirement Plan of the Ufcw National Health and Welfare FundRetirement Plan of the Ufcw …$14MPlumbers & Pipefitters Local 653 Pension FundPlumbers & Pipefitters Local…$14M
End-of-year total assets ($M) among Retirement Plan of the Ufcw National Health and Welfare Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ufcw National Health and Welfare Fund multi-year asset trail

Sponsor-wide plan assets over time

All Ufcw National Health and Welfare Fund plans reported in each filing year

Latest sponsor-wide plan assets
$17M 21.510230848913714% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.7M $16.7M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 29 $14M
2023 1 29 $16M
2024 1 32 $17M

Ufcw National Health and Welfare Fund filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$662K
Employer EIN221458594
Plan Effective Date1970-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Retirement Plan of the Ufcw National Health and Welfare Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Retirement Plan of the Ufcw National Health and Welfare Fund, Total assets ($B): 0.013702382 · Participants: 29Retirement Plan of the Ufcw National Health and Welfare 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
Retirement Plan of the Ufcw National Health and Welfare Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Retirement Plan of the Ufcw National Health and Welfare Fund side-by-side with 3 peers →

Retirement Plan of the Ufcw National Health and Welfare Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 in IL ($14M); by covered participants it is Legal Aid Society of Nassau County, N.Y., Inc. Employees' Pension Trust in NY (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

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 Retirement Plan of the Ufcw National Health and Welfare Fund assets move in 2022? ▼
Retirement Plan of the Ufcw National Health and Welfare Fund grew at a solid clip - up 5.1% during 2022, from $13M to $14M. Reported net income was $662K.
How have Ufcw National Health and Welfare Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ufcw National Health and Welfare Fund's sponsor-wide assets grew 21.5%, from $14M to $17M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan of the Ufcw National Health and Welfare Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 in IL ($14M, 130 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan of the Ufcw National Health and Welfare Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Legal Aid Society of Nassau County, N.Y., Inc. Employees' Pension Trust in NY (29 participants, $13M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.