Defined Benefit (Pension) · DOL Form 5500 · 2023

Universal Leaf Tobacco Company Inc Pension Plan

Data updated 2026-08-11

$213M
Total assets: 368
Participants: 95th
Percentile by assets: $579,541
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$213M
total plan assets (2023 EOY): 368
covered participants: 95th
percentile by assets (of 127,072 plans): $579,541
avg assets per participant

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 →

State

Virginia

Industry

Wholesale Trade

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos reports 368 participants - about 47% of that state average ($213M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)	$207M
Net Assets (End of Year)	$213M
Net Income	$6M
Employer EIN	540741848
Plan Effective Date	1948-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Universal Leaf Tobacco Company Inc)

Total plan assets by year, all Universal Leaf Tobacco Company Inc plans on file

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

Northrop Grumman Pension Plan $19.1B · 13,674
Retirement Security Plan $10.2B · 54,171
Ng Space&mission Systems Corp Salaried Pension Pla $8.5B · 7,117
Sheet Metal Workers' National Pension Fund $8.3B · 61,272
Dominion Energy Pension Plan $7.6B · 12,263

Compare Employees' Retirement Plan of Universal … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos by total assets, not by location.

Insurance Organizations Employees' Retirement Plan (MI) $213M · 586
Amalgamated Sugar Company Hourly Retirement Plan (ID) $214M · 840
Sabre Glbl Inc. Legacy Pension Plan (TX) $213M · 212
Mo-Kan Teamsters Pension Fund (MO) $213M · 416

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).

Next read for Employees' Retirement Plan of Universal …

Filing takeaways

Ways to act on Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos's numbers.

By total assets, Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Virginia. Compare plans
Universal Leaf Tobacco Company Inc's sponsor-wide assets have grown 14.9% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.