Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees U.F.C.W. Local 1500 Pension Fund Pension Plan

Data updated 2026-08-11

$880M
Total assets: 3,752
Participants: 98th
Percentile by assets: $234,584
Avg per participant

Official DOL plan name: Ufcw Local 1500 Pension Plan · Sponsored by Board of Trustees U.F.C.W. Local 1500 Pension Fund · New York · Retail Trade

$880M in assets, 3,752 participants

Board of Trustees U.F.C.W. Local 1500 Pension Fund's Ufcw Local 1500 Pension Plan reported $880M in total assets and 3,752 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 127,072 plans)
#8,328 in Retail Trade (8,414 peers)

Coverage in New York

Ufcw Local 1500 Pension Plan covers 3,752 participants in New York, 4.7x the typical New York plan (state average ~798 per filing). Assets: $880M.

$880M
total plan assets (2023 EOY): 3,752
covered participants: 98th
percentile by assets (of 127,072 plans): $234,584
avg assets per participant

Where Ufcw Local 1500 Pension Plan sits by total assets

Ufcw Local 1500 Pension Plan vs every filed plan by assets

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

$880,160,671 Top 2% higher than 98% 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

Ufcw Local 1500 Pension Plan reported net income rose from -$72M in the plan year 2022 filing to $63M in the plan year 2023 filing.
Ufcw Local 1500 Pension Plan reported participants fell from 4,459 in the plan year 2022 filing to 3,752 in the plan year 2023 filing.
Ufcw Local 1500 Pension Plan end-of-year assets rose from $817M in the plan year 2022 filing to $880M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Retail Trade

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Ufcw Local 1500 Pension Plan reports 3,752 participants - 4.7x that state average ($880M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$817M
Net Assets (End of Year)	$879M
Net Income	$63M
Employer EIN	237176372
Plan Effective Date	1956-05-21
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees U.F.C.W. Local 1500 Pension Fund)

Total plan assets by year, all Board of Trustees U.F.C.W. Local 1500 Pension Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	4,459	$817M
2023	1	3,752	$880M
2024	1	3,749	$947M

Nearby Defined Benefit (Pension) Plans in New York

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

Ufcw Local 1500 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $25.0B · 14,881
Consolidated Edison Retirement Plan $16.2B · 10,779
1199seiu Health Care Employees Pension Fund $16.2B · 107,582
Pfizer Consolidated Pension Plan $11.0B · 9,616
Pepsico Employees Retirement Plan I $7.6B · 12,289

Compare Ufcw Local 1500 Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Ufcw Local 1500 Pension Plan by total assets, not by location.

Employees' Retirement Plan of the National Education Association (DC) $881M · 969
Ameriprise Financial Retirement Plan (MN) $881M · 5,231
Curtiss Wright Corporation Retirement Plan (NJ) $878M · 1,837
Laborers District Council of W PA Pension Fund (PA) $883M · 7,100

Frequently Asked Questions

How did Ufcw Local 1500 Pension Plan assets move in 2023? ▼

Ufcw Local 1500 Pension Plan grew at a solid clip - up 7.7% during 2023, from $817M to $880M. Reported net income was $63M.

How have Board of Trustees U.F.C.W. Local 1500 Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees U.F.C.W. Local 1500 Pension Fund's sponsor-wide assets grew 15.9%, from $817M to $947M.

Where does Ufcw Local 1500 Pension Plan rank by assets among Form 5500 filers? ▼

Ufcw Local 1500 Pension Plan ranks in the 98th 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 Ufcw Local 1500 Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of the National Education Association in DC ($881M, 969 participants).

Next read for Ufcw Local 1500 Pension Plan

Filing takeaways

Ways to act on Ufcw Local 1500 Pension Plan's numbers.

By total assets, Ufcw Local 1500 Pension Plan 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 New York. Compare plans
Board of Trustees U.F.C.W. Local 1500 Pension Fund's sponsor-wide assets have grown 15.9% since 2022 across 3 plan years on file. More Retail 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 237176372.