Money Purchase · DOL Form 5500 · 2023
Board of Trustees Ufcw No. California Food Employers Joint Ind Account Money Purchase Plan
Data updated 2026-08-11
- $254M
- Total assets
- 22,868
- Participants
- 96th
- Percentile by assets
- $11,125
- Avg per participant
Official DOL plan name: Ufcw No. California Food Employers Joint Individual Account Plan · Sponsored by Board of Trustees Ufcw No. California Food Employers Joint Ind Account · California · Retail Trade
$254M in assets, 22,868 participants
Board of Trustees Ufcw No. California Food Employers Joint Ind Account's Ufcw No. California Food Employers Joint Individual Account Plan reported $254M in total assets and 22,868 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #8,203 in Retail Trade (8,414 peers)
Coverage in California
Ufcw No. California Food Employers Joint Individual Account Plan covers 22,868 participants in California, 36x the typical California plan (state average ~630 per filing). Assets: $254M.
- $254M
- total plan assets (2023 EOY)
- 22,868
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $11,125
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ufcw No. California Food Employers Joint Individual Account Plan reported net income rose from -$45M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Ufcw No. California Food Employers Joint Individual Account Plan reported participants rose from 11,684 in the plan year 2022 filing to 22,868 in the plan year 2023 filing.
- Ufcw No. California Food Employers Joint Individual Account Plan end-of-year assets rose from $246M in the plan year 2022 filing to $254M in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Ufcw No. California Food Employers Joint Individual Account Plan reports 22,868 participants - 36x that state average ($254M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $246M |
|---|---|
| Net Assets (End of Year) | $254M |
| Net Income | $9M |
| Employer EIN | 680161773 |
| Plan Effective Date | 1987-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ufcw No. California Food Employers Joint Ind Account)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11,684 | $246M |
| 2023 | 1 | 22,868 | $254M |
| 2024 | 1 | 24,156 | $267M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Ufcw No. California Food Employers Joint Individual Account Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Scale composition for Ufcw No. California Food Employers Joint Individual Account Plan
Ufcw No. California Food Employers Joint Individual Account Plan reports $254M in end-of-year assets across 22,868 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.024% of 93,925,755 covered participants) - about $11,125 per participant (8% of the national average assets-per-participant) . Net income for plan year 2023 was $9M.
This plan identity (EIN 680161773, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $246M to $267M (+8.8%) while covered participants moved from 11,684 to 24,156 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,684 | $246M | Open filing |
| 2023 | 22,868 | $254M | This page |
| 2024 · index core | 24,156 | $267M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ufcw No. California Food Employers Joint Individual Account Plan (Money Purchase, $267M, 24,156 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Ufcw No. California Food Employers Joint Individual Account Plan by total assets, not by location.
- Bowdoin College Retirement Plan (ME) $255M · 860
- National Hockey League Players Pension Plan () $254M · 14
- Src, Inc. Qualified Retirement Plan (NY) $257M · 1,211
- Massachusetts Bricklayers & Masons Annuity Fund (MA) $263M · 2,120
Frequently Asked Questions
How did Ufcw No. California Food Employers Joint Individual Account Plan assets move in 2023? ▼
How have Board of Trustees Ufcw No. California Food Employers Joint Ind Account plan assets changed over time? ▼
Where does Ufcw No. California Food Employers Joint Individual Account Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Ufcw No. California Food Employers Joint Individual Account Plan? ▼
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Filing takeaways
Ways to act on Ufcw No. California Food Employers Joint Individual Account Plan's numbers.
- By total assets, Ufcw No. California Food Employers Joint Individual Account Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees Ufcw No. California Food Employers Joint Ind Account's sponsor-wide assets have grown 8.8% since 2022 across 3 plan years on file. More Retail Trade plans