Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of Ufcw Unions & Employers Midwest Pension Fund Pension Plan
Data updated 2026-08-25
- $713M
- Total assets Above avg plan size
- 1,721
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $414,164
- Avg per participant High balance/head
Official DOL plan name: United Food and Commercial Workers Unions & Employers Midwest Pension Fund · Sponsored by Trustees of Ufcw Unions & Employers Midwest Pension Fund · Illinois · Retail Trade
$713M in assets, 1,721 participants
Trustees of Ufcw Unions & Employers Midwest Pension Fund's United Food and Commercial Workers Unions & Employers Midwest Pension Fund reported $713M in total assets and 1,721 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,426 in Retail Trade (9,519 peers)
Coverage in Illinois
United Food and Commercial Workers Unions & Employers Midwest Pension Fund covers 1,721 participants in Illinois, 2.2x the typical Illinois plan (state average ~779 per filing). Assets: $713M.
- #9,426
- in Retail Trade (9,519 peers)
- -10.7%
- assets change YoY
- 7.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $85M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Food and Commercial Workers Unions & Employers Midwest Pension Fund's outsized position by total assets
United Food and Commercial Workers Unions & Employers Midwest Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$712,776,866 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
United Food and Commercial Workers Unions & Employers Midwest Pension Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Food and Commercial Workers Unions & Employers Midwest Pension Fund lands in the large band (1,721 participants).
EBSA filing schedule strip
Filing strip 366508328 · Trustees of Ufcw Unions & Employers Midwest Pension Fund PY 2022 · Defined Benefit (Pension)
United Food and Commercial Workers Unions & Employers Midwest Pension Fund · $713M · 1,721 · 98th
- RANK $713M
- RANK 1,721
- RANK 98th
- RANK Defined Benefit (Pension)
- RANK near Willis North America Inc. Pension Plan
- RANK ind #9426
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 Illinois →
United Food and Commercial Workers Unions & Employers Midwest Pension Fund in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $798M |
|---|---|
| Net Assets (End of Year) | $711M |
| Net Income | -$85M |
| Employer EIN | 366508328 |
| Plan Effective Date | 1963-11-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Ufcw Unions & Employers Midwest Pension Fund)
Sponsor-wide plan assets over time
All Trustees of Ufcw Unions & Employers Midwest Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.0B 169.15264169961742% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,721 | $728M |
| 2023 | 2 | 1,626 | $2.0B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
United Food and Commercial Workers Unions & Employers Midwest Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Willis North America Inc. Pension Plan in TN ($712M); by covered participants it is Tennessee/North Carolina Carpenters and Millwrights Pension Fund in TN (1,721 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($713M here).
- Willis North America Inc. Pension Plan (TN) $712M · 769
- Carpenters' Pension Trust Fund - Detroit and Vicinity (MI) $711M · 4,876
- Cuna Mutual Pension Plan for Non-Represented Employees (WI) $714M · 2,781
- Daimler Truck North America UAW Pension Plan (OR) $715M · 6,037
Similar participant headcount
Nearest other-state filings by covered participants (1,721 participants); asset peers above are excluded.
- Tennessee/North Carolina Carpenters and Millwrights Pension Fund (TN) 1,721 · 0 off
- Waterfront Employers - Ila Pension Plan (SC) 1,720 · 1 off
- Local 153 Pension Fund (NY) 1,723 · 2 off
- Joint Pension Fund of Local Union No 102 (NJ) 1,725 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.