Profit Sharing · DOL Form 5500 · 2023

Board of Trustees Ufcw Local 1500 Annuity Fund Profit Sharing Plan

Data updated 2026-08-11

$37M
Total assets: 6,904
Participants: 82nd
Percentile by assets: $5,331
Avg per participant

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.

82nd percentile by assets (of 127,072 plans)
#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.

$37M
total plan assets (2023 EOY): 6,904
covered participants: 82nd
percentile by assets (of 127,072 plans): $5,331
avg assets per participant

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.

See the national 2022→2023 release diff →

State

New York

Industry

Other Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. United Food and Commercial Workers Local 1500 Annuity Plan reports 6,904 participants - 8.7x that state average ($37M EOY assets).

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)

Total plan assets by year, all Board of Trustees Ufcw Local 1500 Annuity Fund plans on file

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.

United Food and Commercial Workers Local 1500 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

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

Compare United Food and Commercial Workers Local… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to United Food and Commercial Workers Local 1500 Annuity Plan by total assets, not by location.

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

Frequently Asked Questions

How did United Food and Commercial Workers Local 1500 Annuity Plan assets move in 2023? ▼

United Food and Commercial Workers Local 1500 Annuity Plan surged - up 46.2% during 2023, from $25M to $37M. Reported net income was $12M.

How have Board of Trustees Ufcw Local 1500 Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Ufcw Local 1500 Annuity Fund's sponsor-wide assets grew 86.9%, from $25M to $47M.

Where does United Food and Commercial Workers Local 1500 Annuity Plan rank by assets among Form 5500 filers? ▼

United Food and Commercial Workers Local 1500 Annuity Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to United Food and Commercial Workers Local 1500 Annuity Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Oak Associates Profit Sharing Plan in OH ($37M, 10 participants).

Next read for United Food and Commercial Workers Local…

Filing takeaways

Ways to act on United Food and Commercial Workers Local 1500 Annuity Plan's numbers.

By total assets, United Food and Commercial Workers Local 1500 Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Board of Trustees Ufcw Local 1500 Annuity Fund's sponsor-wide assets have grown 86.9% since 2022 across 3 plan years on file. More Other Services 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 475675902.