Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees Ufcw Local 1262 Nf Industry Pen Pension Plan

Data updated 2026-08-25

$323K
Total assets Small plan by assets: N/A
Participants Small participant base: 14th
Percentile by assets National rank

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Official DOL plan name: Ufcw Local 1262 and Employers Non Food Pension Fund · Sponsored by Trustees Ufcw Local 1262 Nf Industry Pen · New Jersey · Retail Trade

$323K in assets, N/A participants

Trustees Ufcw Local 1262 Nf Industry Pen's Ufcw Local 1262 and Employers Non Food Pension Fund reported $323K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

#1,959 in Retail Trade (8,414 peers)

2023 asset change

Ufcw Local 1262 and Employers Non Food Pension Fund grew sharply 18.2% in 2023 ($273K → $323K) for N/A participants.

#1,959
in Retail Trade (8,414 peers): +18.2%
assets growth YoY

Ufcw Local 1262 and Employers Non Food Pension Fund among the smaller filed plans by assets

Ufcw Local 1262 and Employers Non Food Pension Fund vs every filed plan by assets

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

$322,633 14th percentile higher than 14% 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 1262 and Employers Non Food Pension Fund reported net income rose from $36K in the plan year 2022 filing to $45K in the plan year 2023 filing.
Ufcw Local 1262 and Employers Non Food Pension Fund end-of-year assets rose from $273K in the plan year 2022 filing to $323K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 226181292 · Trustees Ufcw Local 1262 Nf Industry Pen PY 2023 · Defined Benefit (Pension)

Ufcw Local 1262 and Employers Non Food Pension Fund · $323K · N/A · 14th

EOY $323K
5500 N/A
ASSETS 14th
PCT Defined Benefit (Pension)
EIN near Colgate-Palmolive Company Expatriate Pension Plan
RANK ind #1959

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 1262 and Employers Non Food Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Trustees Ufcw Local 1262 Nf Industry Pen years around the 2023 move

Latest sponsor-wide plan assets: $286K 4.60707783716066% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$273K
2023	1	N/A	$323K
2024	1	N/A	$286K

2023 asset-move particulars

Total Assets (Beginning of Year)	$273K
Net Assets (End of Year)	$307K
Net Income	$45K
Employer EIN	226181292
Plan Effective Date	1972-06-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Ufcw Local 1262 and Employers Non Food 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 1262 and Employers Non Food Pension Fund side-by-side with 3 peers →

Ufcw Local 1262 and Employers Non Food 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 Colgate-Palmolive Company Expatriate Pension Plan in NY at $321K (this filing: $323K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($323K here).

Colgate-Palmolive Company Expatriate Pension Plan (NY) $321K · N/A
Baby Dream LLC Defined Benefit Pension Plan (CA) $324K · 2
C Brook Ventures Inc Retirement Plan and Trust (NY) $319K · 6
Compass Workforce Solutions, LLC Cash Balance Plan (NY) $318K · 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 1262 and Employers Non Food Pension Fund assets move in 2023? ▼

Ufcw Local 1262 and Employers Non Food Pension Fund grew sharply - up 18.2% during 2023, from $273K to $323K. Reported net income was $45K.

How have Trustees Ufcw Local 1262 Nf Industry Pen plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees Ufcw Local 1262 Nf Industry Pen's sponsor-wide assets grew 4.6%, from $273K to $286K.

Where does Ufcw Local 1262 and Employers Non Food Pension Fund rank by assets among Form 5500 filers? ▼

Ufcw Local 1262 and Employers Non Food Pension Fund ranks in the 14th 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 1262 and Employers Non Food Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Colgate-Palmolive Company Expatriate Pension Plan in NY ($321K, 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 226181292.