Other
2023 plan-year Other DOL Form 5500

Ufcw Local 174 Commercial Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees-Ufcw Local 174 Commercial Pension · Pennsylvania · Retail Trade

What the 2023 filing shows

Ufcw Local 174 Commercial Pension Fund holds $469K for N/A participants, up 2.7% over the 2023 plan year.

$469K
total plan assets (2023 EOY)
N/A
covered participants
+2.7%
assets growth YoY
Total Assets (2023)
$469K
Participants
N/A
State
Industry
Retail Trade

What the Filing Says About Ufcw Local 174 Commercial Pension Fund

Ufcw Local 174 Commercial Pension Fund is a Other retirement plan sponsored by Board of Trustees-Ufcw Local 174 Commercial Pension, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $469K in total end-of-year assets and covers N/A participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 133563111, and the plan has been effective since 1990-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $457K at the beginning of 2023 to $469K at year-end — a gain of 2.7%. Net assets (after liabilities) closed the year at $429K, with reported net income of $126K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$457K
Total Assets (End of Year)$469K
Net Assets (End of Year)$429K
Net Income$126K
Plan TypeOther
Employer EIN133563111
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

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

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

Nearby Other Plans in Pennsylvania

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Ufcw Local 174 Commercial Pension Fund?
As of the 2023 Form 5500 filing, Ufcw Local 174 Commercial Pension Fund holds $469K in total assets with N/A participants. It is sponsored by Board of Trustees-Ufcw Local 174 Commercial Pension.
What type of plan is Ufcw Local 174 Commercial Pension Fund?
Ufcw Local 174 Commercial Pension Fund is a Other plan. It has been effective since 1990-01-01. The plan is filed with the U.S. Department of Labor under EIN 133563111.
Who sponsors the Ufcw Local 174 Commercial Pension Fund?
Ufcw Local 174 Commercial Pension Fund is sponsored by Board of Trustees-Ufcw Local 174 Commercial Pension, located in Pennsylvania. The sponsor's EIN is 133563111 and the plan operates in the Retail Trade industry.
How did Ufcw Local 174 Commercial Pension Fund perform in 2023?
Ufcw Local 174 Commercial Pension Fund grew by 2.7% during 2023, moving from $457K to $469K in total assets. Net income was $126K.
Where can I find official filings for Ufcw Local 174 Commercial Pension Fund?
Official Form 5500 filings for Ufcw Local 174 Commercial Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133563111 or plan name at efast.dol.gov.
How does Ufcw Local 174 Commercial Pension Fund compare to other plans?
You can compare Ufcw Local 174 Commercial Pension Fund against other Other plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.