401(k)
2023 plan-year 401(k) DOL Form 5500

UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN

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

UFCW LOCAL 1776 & PARTICIPATING EMPLOYER RETIREMENT AND SAVINGS PLAN

This 401(k) plan holds $87M in total assets and serves 7,236 participants as of 2023. It is sponsored by UFCW LOCAL 1776 & PARTICIPATING EMPLOYER RETIREMENT AND SAVINGS PLAN in Pennsylvania. The plan reported positive net income of $15M for the year.

Total Assets (2023)
$87M
Participants
7,236
State
Industry
Retail Trade

What the Filing Says About UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN

UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN is a 401(k) retirement plan sponsored by UFCW LOCAL 1776 & PARTICIPATING EMPLOYER RETIREMENT AND SAVINGS PLAN, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $87M in total end-of-year assets and covers 7,236 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 232997353, and the plan has been effective since 1999-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $72M at the beginning of 2023 to $87M at year-end — a gain of 21.2%. Net assets (after liabilities) closed the year at $87M, with reported net income of $15M 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)$72M
Total Assets (End of Year)$87M
Net Assets (End of Year)$87M
Net Income$15M
Plan Type401(k)
Employer EIN232997353
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UFCW LOCAL 1776 & PARTICIPATING EMPLOYER RETIREMENT AND SAVINGS PLAN)

Year Plans Participants Total Assets
2022 1 5,817 $72M
2023 1 7,236 $87M
2024 1 7,881 $99M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN?
As of the 2023 Form 5500 filing, UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN holds $87M in total assets with 7,236 participants. It is sponsored by UFCW LOCAL 1776 & PARTICIPATING EMPLOYER RETIREMENT AND SAVINGS PLAN.
What type of plan is UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN?
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN is a 401(k) plan. It has been effective since 1999-04-01. The plan is filed with the U.S. Department of Labor under EIN 232997353.
Who sponsors the UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN?
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN is sponsored by UFCW LOCAL 1776 & PARTICIPATING EMPLOYER RETIREMENT AND SAVINGS PLAN, located in Pennsylvania. The sponsor's EIN is 232997353 and the plan operates in the Retail Trade industry.
How did UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN perform in 2023?
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN grew by 21.2% during 2023, moving from $72M to $87M in total assets. Net income was $15M.
Where can I find official filings for UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN?
Official Form 5500 filings for UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232997353 or plan name at efast.dol.gov.
How does UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN compare to other plans?
You can compare UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN against other 401(k) 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 232997353.

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 official public datasets. See our methodology for details.