Defined Benefit (Pension) · DOL Form 5500 · 2023

Ufcw Local 50 Pension Fund Board of Trustees Pension Plan

Data updated 2026-08-25

$986K
Total assets Small plan by assets: N/A
Participants Small participant base: 24th
Percentile by assets National rank

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Official DOL plan name: Ufcw Local 50 Pension Fund · Sponsored by Ufcw Local 50 Pension Fund Board of Trustees · New Jersey · Retail Trade

$986K in assets, N/A participants

Ufcw Local 50 Pension Fund Board of Trustees's Ufcw Local 50 Pension Fund reported $986K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

#3,024 in Retail Trade (8,414 peers)

What the 2023 filing shows

Ufcw Local 50 Pension Fund holds $986K for N/A participants, among the smaller plans by assets on file.

#3,024
in Retail Trade (8,414 peers): +6.0%
assets growth YoY

Ufcw Local 50 Pension Fund among the smaller filed plans by assets

Ufcw Local 50 Pension Fund vs every filed plan by assets

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

$985,898 24th percentile higher than 24% 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 50 Pension Fund reported net income rose from -$14K in the plan year 2022 filing to $62K in the plan year 2023 filing.
Ufcw Local 50 Pension Fund end-of-year assets rose from $930K in the plan year 2022 filing to $986K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 136696824 · Ufcw Local 50 Pension Fund Board of Trustees PY 2023 · Defined Benefit (Pension)

Ufcw Local 50 Pension Fund · $986K · N/A · 24th

EOY $986K
EOY N/A
EOY 24th
EOY Defined Benefit (Pension)
EOY near Aaa Mid-Atlantic Commissioned Salesmen's Pension Plan
EOY ind #3024

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 →

End-of-year total assets ($M) among Ufcw Local 50 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$930K
Net Assets (End of Year)	$967K
Net Income	$62K
Employer EIN	136696824
Plan Effective Date	1949-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ufcw Local 50 Pension Fund Board of Trustees)

Latest sponsor-wide plan assets: $974K 4.705941795750839% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$930K
2023	1	N/A	$986K
2024	1	N/A	$974K

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Ufcw Local 50 Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Retirement Plan of Johnson and Johnson $21.2B · 37,749
JPMorgan Chase Retirement Plan $16.3B · 90,644
Nokia Retirement Income Plan $13.9B · 7,492
The Prudential Merged Retirement Plan $12.2B · 16,230
Verizon Pension Plan for Associates $10.9B · 23,778

Compare Ufcw Local 50 Pension Fund side-by-side with 3 peers →

Ufcw Local 50 Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New Jersey, the nearest Defined Benefit (Pension) by end-of-year assets is Aaa Mid-Atlantic Commissioned Salesmen's Pension Plan in DE at $985K (this filing: $986K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($986K here).

Aaa Mid-Atlantic Commissioned Salesmen's Pension Plan (DE) $985K · N/A
Electrolux Home Products, Inc. Pension Plan (NC) $983K · N/A
Idaho Skin Surgery Center, P.C. Cash Balance Plan (ID) $988K · 21
General Shale Combined Pension Plan (TN) $989K · 159

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 50 Pension Fund assets move in 2023? ▼

Ufcw Local 50 Pension Fund grew at a solid clip - up 6.0% during 2023, from $930K to $986K. Reported net income was $62K.

How have Ufcw Local 50 Pension Fund Board of Trustees plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ufcw Local 50 Pension Fund Board of Trustees's sponsor-wide assets grew 4.7%, from $930K to $974K.

Where does Ufcw Local 50 Pension Fund rank by assets among Form 5500 filers? ▼

Ufcw Local 50 Pension Fund ranks in the 24th 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 50 Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Aaa Mid-Atlantic Commissioned Salesmen's Pension Plan in DE ($985K, N/A 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 136696824.