Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$880M
Total assets Above avg plan size
3,752
Participants Above avg headcount
98th
Percentile by assets National rank
$234,584
Avg per participant Above avg balance/head
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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.

  • #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.

#8,328
in Retail Trade (8,414 peers)
+7.7%
assets growth YoY
8.8×
vs typical plan assets (national mean)

Ufcw Local 1500 Pension Plan's outsized position 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

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

Ufcw Local 1500 Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufcw Local 1500 Pension Plan lands in the large band (3,752 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Plan-year Form 5500 strip

Filing strip 237176372 · Board of Trustees U.F.C.W. Local 1500 Pension Fund PY 2023 · Defined Benefit (Pension)

Ufcw Local 1500 Pension Plan · $880M · 3,752 · 98th

  • 5500 $880M
  • 5500 3,752
  • 5500 98th
  • 5500 Defined Benefit (Pension)
  • 5500 near Employees' Retirement Plan of the National Education Association
  • 5500 ind #8328

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 Retail Trade retirement plans → · Plans in New York →

Ufcw Local 1500 Pension Plan in the asset neighbourhood

Laborers District Council of W PA Pension FundLaborers District Council of…$883MAmeriprise Financial Retirement PlanAmeriprise Financial Retirem…$881MEmployees' Retirement Plan of the National Education AssociationEmployees' Retirement Plan o…$881MUfcw Local 1500 Pension Plan$880MCurtiss Wright Corporation Retirement PlanCurtiss Wright Corporation R…$878M
End-of-year total assets ($M) among Ufcw Local 1500 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$817M
Net Assets (End of Year)$879M
Net Income$63M
Employer EIN237176372
Plan Effective Date1956-05-21
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees U.F.C.W. Local 1500 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$947M 15.936055093051129% vs 2022
2024 filing year
$800M$850M$900M$950M$1,000M 202220232024 $817M $947M ▲ +15.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Ufcw Local 1500 Pension Plan, Total assets ($B): 0.880160671 · Participants: 3752Ufcw Local 1500 Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Ufcw Local 1500 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Ufcw Local 1500 Pension Plan side-by-side with 3 peers →

Ufcw Local 1500 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of the National Education Association in DC ($881M); by covered participants it is Constellation Employee Pension Plan in PA (3,748 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,752 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Local 1500 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Constellation Employee Pension Plan in PA (3,748 participants, $1.3B 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 237176372.

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.