Defined Benefit (Pension) · DOL Form 5500 · 2023

Universal Leaf Tobacco Company Inc Pension Plan

Data updated 2026-08-25

$213M
Total assets Near avg plan size
368
Participants Below avg headcount
95th
Percentile by assets National rank
$579,541
Avg per participant High balance/head
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Official DOL plan name: Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos · Sponsored by Universal Leaf Tobacco Company Inc · Virginia · Wholesale Trade

$213M in assets, 368 participants

Universal Leaf Tobacco Company Inc's Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos reported $213M in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #6,071 in Wholesale Trade (6,309 peers)

Coverage in Virginia

Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos covers 368 participants in Virginia, about 47% of the average Virginia filer (state average ~782 per filing). Assets: $213M.

#6,071
in Wholesale Trade (6,309 peers)
+2.9%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos's outsized position by total assets

Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos vs every filed plan by assets

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

$213,271,111 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos reported net income rose from -$64M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos end-of-year assets rose from $207M in the plan year 2022 filing to $213M in the plan year 2023 filing.
  • Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos reported participants fell from 374 in the plan year 2022 filing to 368 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 540741848 · Universal Leaf Tobacco Company Inc PY 2023 · Defined Benefit (Pension)

Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos · $213M · 368 · 95th

  • VS-ST $213M
  • BOY 368
  • SCH 95th
  • EBSA Defined Benefit (Pension)
  • PART near Insurance Organizations Employees' Retirement Plan
  • TYPE ind #6071

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 Wholesale Trade retirement plans → · Plans in Virginia →

Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos in the asset neighbourhood

Amalgamated Sugar Company Hourly Retirement PlanAmalgamated Sugar Company Ho…$214MEmployees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated CosEmployees' Retirement Plan o…$213MInsurance Organizations Employees' Retirement PlanInsurance Organizations Empl…$213MSabre Glbl Inc. Legacy Pension PlanSabre Glbl Inc. Legacy Pensi…$213MMo-Kan Teamsters Pension Fund$213M
End-of-year total assets ($M) among Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$207M
Net Assets (End of Year)$213M
Net Income$6M
Employer EIN540741848
Plan Effective Date1948-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal Leaf Tobacco Company Inc)

Sponsor-wide plan assets over time

All Universal Leaf Tobacco Company Inc plans reported in each filing year

Latest sponsor-wide plan assets
$328M 14.869531765289024% vs 2022
2024 filing year
$280M$300M$320M$340M 202220232024 $285M $328M ▲ +14.9%
Year Plans Participants Total Assets
2022 2 2,468 $285M
2023 2 3,059 $322M
2024 2 2,400 $328M

Nearby Defined Benefit (Pension) Plans in Virginia

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

Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos, Total assets ($B): 0.213271111 · Participants: 368Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated CosNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos side-by-side with 3 peers →

Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Insurance Organizations Employees' Retirement Plan in MI ($213M); by covered participants it is Libbey Hourly Retirement Plan in OH (368 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($213M here).

Similar participant headcount

Nearest other-state filings by covered participants (368 participants); asset peers above are excluded.

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 Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos assets move in 2023? ▼
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos edged up modestly - up 2.9% during 2023, from $207M to $213M. Reported net income was $6M.
How have Universal Leaf Tobacco Company Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Leaf Tobacco Company Inc's sponsor-wide assets grew 14.9%, from $285M to $328M.
Where does Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos rank by assets among Form 5500 filers? ▼
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Insurance Organizations Employees' Retirement Plan in MI ($213M, 586 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Libbey Hourly Retirement Plan in OH (368 participants, $217M in assets).

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 540741848.

Read our methodology - how this data is sourced, computed, and verified.

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