Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees-Ufcw Local 174 Commercial Pension Pension Plan

Data updated 2026-08-25

$469K
Total assets Small plan by assets: N/A
Participants Small participant base: 17th
Percentile by assets National rank

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Official DOL plan name: Ufcw Local 174 Commercial Pension Fund · Sponsored by Board of Trustees-Ufcw Local 174 Commercial Pension · Pennsylvania · Retail Trade

$469K in assets, N/A participants

Board of Trustees-Ufcw Local 174 Commercial Pension's Ufcw Local 174 Commercial Pension Fund reported $469K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

#2,365 in Retail Trade (8,414 peers)

What the 2023 filing shows

Ufcw Local 174 Commercial Pension Fund holds $469K for N/A participants, among the smaller plans by assets on file.

#2,365
in Retail Trade (8,414 peers): +2.7%
assets growth YoY

Ufcw Local 174 Commercial Pension Fund among the smaller filed plans by assets

Ufcw Local 174 Commercial Pension Fund vs every filed plan by assets

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

$469,143 17th percentile higher than 17% 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 Local 174 Commercial Pension Fund reported net income rose from -$154K in the plan year 2022 filing to $126K in the plan year 2023 filing.
Ufcw Local 174 Commercial Pension Fund end-of-year assets rose from $457K in the plan year 2022 filing to $469K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133563111 · Board of Trustees-Ufcw Local 174 Commercial Pension PY 2023 · Defined Benefit (Pension)

Ufcw Local 174 Commercial Pension Fund · $469K · N/A · 17th

TYPE $469K
NET N/A
BOOK 17th
VS-ST Defined Benefit (Pension)
BOY near Madera Kids Dental World Cash Balance Plan
SCH ind #2365

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 Pennsylvania →

End-of-year total assets ($M) among Ufcw Local 174 Commercial Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$457K
Net Assets (End of Year)	$429K
Net Income	$126K
Employer EIN	133563111
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees-Ufcw Local 174 Commercial Pension)

Latest sponsor-wide plan assets: $429K 6.168253349765664% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$457K
2023	1	N/A	$469K
2024	1	N/A	$429K

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Ufcw Local 174 Commercial Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

National Elevator Industry Pension Plan $11.2B · 27,434
Steelworkers Pension Trust $6.6B · 47,052
The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
Constellation Retirement Program $5.3B · 5,080
The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374

Compare Ufcw Local 174 Commercial Pension Fund side-by-side with 3 peers →

Ufcw Local 174 Commercial Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Pennsylvania, the nearest Defined Benefit (Pension) by end-of-year assets is Madera Kids Dental World Cash Balance Plan in CA at $469K (this filing: $469K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($469K here).

Madera Kids Dental World Cash Balance Plan (CA) $469K · 11
Brilliant Consulting Group Defined Benefit Pension Plan (CA) $469K · 2
Ronald J. Mix, Asp Defined Benefit Pension Plan (CA) $472K · 1
Lcl Machining Corp Defined Benefit Plan (CA) $472K · 2

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 Local 174 Commercial Pension Fund assets move in 2023? ▼

Ufcw Local 174 Commercial Pension Fund edged up modestly - up 2.7% during 2023, from $457K to $469K. Reported net income was $126K.

How have Board of Trustees-Ufcw Local 174 Commercial Pension plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees-Ufcw Local 174 Commercial Pension's sponsor-wide assets declined 6.2%, from $457K to $429K.

Where does Ufcw Local 174 Commercial Pension Fund rank by assets among Form 5500 filers? ▼

Ufcw Local 174 Commercial Pension Fund ranks in the 17th 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 Local 174 Commercial Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Madera Kids Dental World Cash Balance Plan in CA ($469K, 11 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 133563111.