Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Ufcw Local 1500 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 6,904
- Participants Above avg headcount
- 82nd
- Percentile by assets National rank
- $5,331
- Avg per participant Low balance/head
Official DOL plan name: United Food and Commercial Workers Local 1500 Annuity Plan · Sponsored by Board of Trustees Ufcw Local 1500 Annuity Fund · New York · Other Services
$37M in assets, 6,904 participants
Board of Trustees Ufcw Local 1500 Annuity Fund's United Food and Commercial Workers Local 1500 Annuity Plan reported $37M in total assets and 6,904 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #7,187 in Other Services (7,857 peers)
Coverage in New York
United Food and Commercial Workers Local 1500 Annuity Plan covers 6,904 participants in New York, 8.7x the typical New York plan (state average ~798 per filing). Assets: $37M.
- #7,187
- in Other Services (7,857 peers)
- +46.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
United Food and Commercial Workers Local 1500 Annuity Plan's outsized position by total assets
United Food and Commercial Workers Local 1500 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,803,041 Top 18% higher than 82% 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
United Food and Commercial Workers Local 1500 Annuity 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. United Food and Commercial Workers Local 1500 Annuity Plan lands in the large band (6,904 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Food and Commercial Workers Local 1500 Annuity Plan reported net income rose from $7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- United Food and Commercial Workers Local 1500 Annuity Plan end-of-year assets rose from $25M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- United Food and Commercial Workers Local 1500 Annuity Plan reported participants fell from 7,268 in the plan year 2022 filing to 6,904 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 475675902 · Board of Trustees Ufcw Local 1500 Annuity Fund PY 2023 · Profit Sharing
United Food and Commercial Workers Local 1500 Annuity Plan · $37M · 6,904 · 82nd
- EOY $37M
- EOY 6,904
- EOY 82nd
- EOY Profit Sharing
- EOY near Oak Associates Profit Sharing Plan
- EOY ind #7187
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 Other Services retirement plans → · Plans in New York →
United Food and Commercial Workers Local 1500 Annuity Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $12M |
| Employer EIN | 475675902 |
| Plan Effective Date | 2015-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ufcw Local 1500 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Ufcw Local 1500 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 86.9247518688597% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,268 | $25M |
| 2023 | 1 | 6,904 | $37M |
| 2024 | 1 | 6,996 | $47M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
United Food and Commercial Workers Local 1500 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Oak Associates Profit Sharing Plan in OH ($37M); by covered participants it is Northern Illinois Annuity Fund in WA (6,943 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Oak Associates Profit Sharing Plan (OH) $37M · 10
- Haleon Puerto Rico 401(k) Plan (NJ) $37M · 844
- Eah, Inc. Retirement Plan (CA) $37M · 639
- Employees Retirement Plan of Mother Murphys Laboratories, Inc. (NC) $37M · 118
Similar participant headcount
Nearest other-state filings by covered participants (6,904 participants); asset peers above are excluded.
- Northern Illinois Annuity Fund (WA) 6,943 · 39 off
- University of Maryland Medical System 401(a) Defined Contribution Plan (MD) 6,953 · 49 off
- Consolidated Defined Contribution Plan of Hackensack Meridian Health (NJ) 6,826 · 78 off
- North Mississippi Health Services Employer Savings Plan (MS) 7,302 · 398 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.