Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of Ufcw Unions & Employers Midwest Pension Fund Pension Plan

Data updated 2026-08-11

$713M
Total assets: 1,721
Participants: 98th
Percentile by assets: $414,164
Avg per participant

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.

98th percentile by assets (of 139,126 plans)
#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.

$713M
total plan assets (2022 EOY): 1,721
covered participants: 98th
percentile by assets (of 139,126 plans): $414,164
avg assets per participant

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.

State

Illinois

Industry

Retail Trade

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. United Food and Commercial Workers Unions & Employers Midwest Pension Fund reports 1,721 participants - 2.2x that state average ($713M EOY assets).

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)

Total plan assets by year, all Trustees of Ufcw Unions & Employers Midwest Pension Fund plans on file

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.

United Food and Commercial Workers Unions & Employers Midwest Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

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

Compare United Food and Commercial Workers Union… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to United Food and Commercial Workers Unions & Employers Midwest Pension Fund by total assets, not by location.

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

Frequently Asked Questions

How did United Food and Commercial Workers Unions & Employers Midwest Pension Fund assets move in 2022? ▼

United Food and Commercial Workers Unions & Employers Midwest Pension Fund pulled back noticeably - down 10.7% during 2022, from $798M to $713M. Reported net income was -$85M.

How have Trustees of Ufcw Unions & Employers Midwest Pension Fund plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Trustees of Ufcw Unions & Employers Midwest Pension Fund's sponsor-wide assets grew 169.2%, from $728M to $2.0B.

Where does United Food and Commercial Workers Unions & Employers Midwest Pension Fund rank by assets among Form 5500 filers? ▼

United Food and Commercial Workers Unions & Employers Midwest Pension Fund ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to United Food and Commercial Workers Unions & Employers Midwest Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Willis North America Inc. Pension Plan in TN ($712M, 769 participants).

Next read for United Food and Commercial Workers Union…

Filing takeaways

Ways to act on United Food and Commercial Workers Unions & Employers Midwest Pension Fund's numbers.

By total assets, United Food and Commercial Workers Unions & Employers Midwest Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
Trustees of Ufcw Unions & Employers Midwest Pension Fund's sponsor-wide assets have grown 169.2% since 2022 across 2 plan years on file. More Retail Trade plans

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 366508328.