Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, Felra & Ufcw Pension Pension Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
N/A
Participants Small participant base
99th
Percentile by assets National rank
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Official DOL plan name: Felra & Ufcw Pension Plan · Sponsored by Board of Trustees, Felra & Ufcw Pension · Maryland · Finance & Insurance

$1.4B in assets, N/A participants

Board of Trustees, Felra & Ufcw Pension's Felra & Ufcw Pension Plan reported $1.4B in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,703 in Finance & Insurance (8,869 peers)

Where Felra & Ufcw Pension Plan sits by assets

Felra & Ufcw Pension Plan sits among the largest 1% of all filed plans, $1.4B for N/A participants, up 0.3% in 2023.

#8,703
in Finance & Insurance (8,869 peers)
+0.3%
assets growth YoY
14×
vs typical plan assets (national mean)

Felra & Ufcw Pension Plan's outsized position by total assets

Felra & Ufcw Pension Plan vs every filed plan by assets

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

$1,409,364,742 Top 1% higher than 99% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Felra & Ufcw Pension Plan reported net income fell from $1.3B in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Felra & Ufcw Pension Plan end-of-year assets rose from $1.4B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 526128473 · Board of Trustees, Felra & Ufcw Pension PY 2023 · Defined Benefit (Pension)

Felra & Ufcw Pension Plan · $1.4B · N/A · 99th

  • PCT $1.4B
  • PCT N/A
  • PCT 99th
  • PCT Defined Benefit (Pension)
  • PCT near Wellstar Health System, Inc. Active Employees Retirement Plan a
  • PCT ind #8703

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 Finance & Insurance retirement plans → · Plans in Maryland →

Felra & Ufcw Pension Plan in the asset neighbourhood

Felra & Ufcw Pension Plan$1.4BWellstar Health System, Inc. Active Employees Retirement Plan aWellstar Health System, Inc.…$1.4BCarpenters Pension Trust Fund of Kansas CityCarpenters Pension Trust Fun…$1.4BHuntington Ingalls Industries, Inc. Newport News Operations Pension Plan for Employees Covered by United Steelworkers Local 8888 CbaHuntington Ingalls Industrie…$1.4BDominion Energy Ohio Union Pension PlanDominion Energy Ohio Union P…$1.4B
End-of-year total assets ($B) among Felra & Ufcw Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.4B
Net Income$4M
Employer EIN526128473
Plan Effective Date1973-02-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Felra & Ufcw Pension)

Sponsor-wide plan assets over time

All Board of Trustees, Felra & Ufcw Pension plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 1.6077272215835052% vs 2022
2024 filing year
$1.4B$1.41B$1.42B$1.43B$1.44B 202220232024 $1.41B $1.43B ▲ +1.4%
Year Plans Participants Total Assets
2022 1 N/A $1.4B
2023 1 N/A $1.4B
2024 1 N/A $1.4B

Nearby Defined Benefit (Pension) Plans in Maryland

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

Felra & Ufcw Pension Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 05101520 Total assets ($B) Participants Felra & Ufcw Pension Plan, Total assets ($B): 1.409364742 · Participants: 0Felra & Ufcw Pension PlanNational Electrical Benefit Fund, Total assets ($B): 18.88881693 · Participants: 323315National Electrical Benefit FundLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.434547593 · Participants: 19673Lockheed Martin Corporation Salaried Employee Retirement ProgramMajor League Baseball Players Pension Plan, Total assets ($B): 4.648661647 · Participants: 1087Major League Baseball Players Pension PlanNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.493297428 · Participants: 15047National Automatic Sprinkler Industry Pension FundInternational Painters and Allied Trades Industry Pension Plan, Total assets ($B): 4.223547088 · Participants: 44973International Painters and Allied Trades Industry Pension Plan
Felra & Ufcw Pension Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants

Felra & Ufcw Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Maryland, the nearest Defined Benefit (Pension) by end-of-year assets is Wellstar Health System, Inc. Active Employees Retirement Plan a in GA at $1.4B (this filing: $1.4B).

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 Felra & Ufcw Pension Plan assets move in 2023?
Felra & Ufcw Pension Plan held essentially flat - up 0.3% during 2023, from $1.4B to $1.4B. Reported net income was $4M.
How have Board of Trustees, Felra & Ufcw Pension plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees, Felra & Ufcw Pension's sponsor-wide assets grew 1.6%, from $1.4B to $1.4B.
Where does Felra & Ufcw Pension Plan rank by assets among Form 5500 filers?
Felra & Ufcw Pension Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Felra & Ufcw Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wellstar Health System, Inc. Active Employees Retirement Plan a in GA ($1.4B, 3,333 participants).