Defined Benefit (Pension) · DOL Form 5500 · 2022

Ufcw Regional Pension Fund Pension Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
733
Participants Near avg headcount
90th
Percentile by assets National rank
$91,102
Avg per participant Below avg balance/head
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Official DOL plan name: Ufcw Regional Pension Fund · Sponsored by Ufcw Regional Pension Fund · New Jersey · Retail Trade

$67M in assets, 733 participants

Ufcw Regional Pension Fund's Ufcw Regional Pension Fund reported $67M in total assets and 733 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #9,025 in Retail Trade (9,519 peers)

Where Ufcw Regional Pension Fund sits by assets

Ufcw Regional Pension Fund sits in the top 10% of all filed plans by assets, $67M for 733 participants (~$91,102/participant), up 3.7% in 2022.

#9,025
in Retail Trade (9,519 peers)
+3.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ufcw Regional Pension Fund's outsized position by total assets

Ufcw Regional Pension Fund vs every filed plan by assets

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

$66,778,060 Top 10% higher than 90% 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

Ufcw Regional 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 Regional Pension Fund sits mid-pack in the medium band (733 participants).

Plan-year Form 5500 strip

Filing strip 166062287 · Ufcw Regional Pension Fund PY 2022 · Defined Benefit (Pension)

Ufcw Regional Pension Fund · $67M · 733 · 90th

  • PHOTO $67M
  • PHOTO 733
  • PHOTO 90th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Armed Forces Benefit Association Employee Pension Plan
  • PHOTO ind #9025

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 →

Ufcw Regional Pension Fund in the asset neighbourhood

Plumbers & Fitters Local 101 Restated Pension PlanPlumbers & Fitters Local 101…$67MNon-Contributory Retirement Program for Certain Employees of National Account Service CompanyNon-Contributory Retirement …$67MPension Plan of Berkshire Farm Center and Services for YouthPension Plan of Berkshire Fa…$67MUfcw Regional Pension Fund$67MArmed Forces Benefit Association Employee Pension PlanArmed Forces Benefit Associa…$67M
End-of-year total assets ($M) among Ufcw Regional Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$63M
Net Income$2M
Employer EIN166062287
Plan Effective Date2001-07-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Ufcw Regional Pension Fund)

Sponsor-wide plan assets over time

All Ufcw Regional Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$131M 95.64282789886379% vs 2022
2023 filing year
$60M$80M$100M$120M$140M 20222023 $66.8M $131M ▲ +95.6%
Year Plans Participants Total Assets
2022 1 733 $67M
2023 1 661 $131M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Ufcw Regional Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Ufcw Regional Pension Fund, Total assets ($B): 0.06677806 · Participants: 733Ufcw Regional Pension 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
Ufcw Regional Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Ufcw Regional Pension Fund side-by-side with 3 peers →

Ufcw Regional Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Armed Forces Benefit Association Employee Pension Plan in VA ($67M); by covered participants it is Leggett & Platt, Incorporated Retirement Plan in MO (733 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (733 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 Ufcw Regional Pension Fund assets move in 2022? ▼
Ufcw Regional Pension Fund edged up modestly - up 3.7% during 2022, from $64M to $67M. Reported net income was $2M.
How have Ufcw Regional Pension Fund plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ufcw Regional Pension Fund's sponsor-wide assets grew 95.6%, from $67M to $131M.
Where does Ufcw Regional Pension Fund rank by assets among Form 5500 filers? ▼
Ufcw Regional Pension Fund ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ufcw Regional Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Armed Forces Benefit Association Employee Pension Plan in VA ($67M, 162 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Regional Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Leggett & Platt, Incorporated Retirement Plan in MO (733 participants, $62M 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 166062287.

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.