Defined Benefit (Pension) · DOL Form 5500 · 2023

Ufcw Union Local 1049 Retirement Fund Pension Plan

Data updated 2026-08-25

$94K
Total assets Small plan by assets: N/A
Participants Small participant base: 6th
Percentile by assets National rank

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Official DOL plan name: Ufcw Union Local 1049 Retirement Fund · Sponsored by Ufcw Union Local 1049 Retirement Fund · New Jersey · Retail Trade

$94K in assets, N/A participants

Ufcw Union Local 1049 Retirement Fund's Ufcw Union Local 1049 Retirement Fund reported $94K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

#782 in Retail Trade (8,414 peers)

Ufcw Union Local 1049 Retirement Fund multi-year trail

Ufcw Union Local 1049 Retirement Fund's plans moved -38.0% in assets from 2022 to 2024; this filing shows Ufcw Union Local 1049 Retirement Fund at $94K / N/A participants.

#782
in Retail Trade (8,414 peers): -29.7%
assets change YoY

The plan reported a net loss of $37K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ufcw Union Local 1049 Retirement Fund among the smaller filed plans by assets

Ufcw Union Local 1049 Retirement Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$93,853 6th percentile higher than 6% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Ufcw Union Local 1049 Retirement Fund end-of-year assets fell from $133K in the plan year 2022 filing to $94K in the plan year 2023 filing.
Ufcw Union Local 1049 Retirement Fund reported net income fell from -$31K in the plan year 2022 filing to -$37K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 221468736 · Ufcw Union Local 1049 Retirement Fund PY 2023 · Defined Benefit (Pension)

Ufcw Union Local 1049 Retirement Fund · $94K · N/A · 6th

PHOTO $94K
PHOTO N/A
PHOTO 6th
PHOTO Defined Benefit (Pension)
PHOTO near Phoebe Home, Inc. Union Employees' Pension Plan
PHOTO ind #782

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 →

End-of-year total assets ($M) among Ufcw Union Local 1049 Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ufcw Union Local 1049 Retirement Fund multi-year asset trail

Latest sponsor-wide plan assets: $83K 38.030818581086145% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$133K
2023	1	N/A	$94K
2024	1	N/A	$83K

Ufcw Union Local 1049 Retirement Fund filing trail (2023)

Total Assets (Beginning of Year)	$133K
Net Assets (End of Year)	$68K
Net Income	-$37K
Employer EIN	221468736
Plan Effective Date	1949-06-28
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Ufcw Union Local 1049 Retirement Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Retirement Plan of Johnson and Johnson $21.2B · 37,749
JPMorgan Chase Retirement Plan $16.3B · 90,644
Nokia Retirement Income Plan $13.9B · 7,492
The Prudential Merged Retirement Plan $12.2B · 16,230
Verizon Pension Plan for Associates $10.9B · 23,778

Compare Ufcw Union Local 1049 Retirement Fund side-by-side with 3 peers →

Ufcw Union Local 1049 Retirement 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 Phoebe Home, Inc. Union Employees' Pension Plan in PA at $93K (this filing: $94K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($94K here).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ufcw Union Local 1049 Retirement Fund assets move in 2023? ▼

Ufcw Union Local 1049 Retirement Fund declined sharply - down 29.7% during 2023, from $133K to $94K. Reported net income was -$37K.

How have Ufcw Union Local 1049 Retirement Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ufcw Union Local 1049 Retirement Fund's sponsor-wide assets declined 38.0%, from $133K to $83K.

Where does Ufcw Union Local 1049 Retirement Fund rank by assets among Form 5500 filers? ▼

Ufcw Union Local 1049 Retirement Fund ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Ufcw Union Local 1049 Retirement Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Phoebe Home, Inc. Union Employees' Pension Plan in PA ($93K, 78 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221468736.