Money Purchase · DOL Form 5500 · 2023

Board of Trustees Ufcw No. California Food Employers Joint Ind Account Money Purchase Plan

Data updated 2026-08-25

$254M
Total assets Near avg plan size
22,868
Participants Very large workforce
96th
Percentile by assets National rank
$11,125
Avg per participant Low balance/head
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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.

  • #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.

#8,203
in Retail Trade (8,414 peers)
+3.6%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Ufcw No. California Food Employers Joint Individual Account Plan's outsized position by total assets

Ufcw No. California Food Employers Joint Individual Account Plan vs every filed plan by assets

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

$254,398,579 Top 4% higher than 96% 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 No. California Food Employers Joint Individual Account Plan's mega-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 No. California Food Employers Joint Individual Account Plan is a mega filing (22,868 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 680161773 · Board of Trustees Ufcw No. California Food Employers Joint Ind Account PY 2023 · Money Purchase

Ufcw No. California Food Employers Joint Individual Account Plan · $254M · 22,868 · 96th

  • 5500 $254M
  • ASSETS 22,868
  • PCT 96th
  • EIN Money Purchase
  • RANK near Bowdoin College Retirement Plan
  • PHOTO ind #8203

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 California →

Ufcw No. California Food Employers Joint Individual Account Plan in the asset neighbourhood

Massachusetts Bricklayers & Masons Annuity FundMassachusetts Bricklayers & …$263MSrc, Inc. Qualified Retirement PlanSrc, Inc. Qualified Retireme…$257MBowdoin College Retirement PlanBowdoin College Retirement P…$255MUfcw No. California Food Employers Joint Individual Account PlanUfcw No. California Food Emp…$254MNational Hockey League Players Pension PlanNational Hockey League Playe…$254M
End-of-year total assets ($M) among Ufcw No. California Food Employers Joint Individual Account Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$246M
Net Assets (End of Year)$254M
Net Income$9M
Employer EIN680161773
Plan Effective Date1987-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Ufcw No. California Food Employers Joint Ind Account)

Sponsor-wide plan assets over time

All Board of Trustees Ufcw No. California Food Employers Joint Ind Account plans reported in each filing year

Latest sponsor-wide plan assets
$267M 8.811254445012787% vs 2022
2024 filing year
$240M$250M$260M$270M 202220232024 $246M $267M ▲ +8.8%
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 Scatter plot of 6 data points. 150002000025000300003500040000 -202468 Total assets ($B) Participants Ufcw No. California Food Employers Joint Individual Account Plan, Total assets ($B): 0.254398579 · Participants: 22868Ufcw No. California Food Employers Joint Individual Account PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Ufcw No. California Food Employers Joint Individual Account Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Ufcw No. California Food Employers Joint Individual Account Plan side-by-side with 3 peers →

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's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Bowdoin College Retirement Plan in ME ($255M); by covered participants it is Michigan Laborers' Annuity Fund in MI (21,709 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($254M here).

Similar participant headcount

Nearest other-state filings by covered participants (22,868 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 No. California Food Employers Joint Individual Account Plan assets move in 2023? ▼
Ufcw No. California Food Employers Joint Individual Account Plan edged up modestly - up 3.6% during 2023, from $246M to $254M. Reported net income was $9M.
How have Board of Trustees Ufcw No. California Food Employers Joint Ind Account plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Ufcw No. California Food Employers Joint Ind Account's sponsor-wide assets grew 8.8%, from $246M to $267M.
Where does Ufcw No. California Food Employers Joint Individual Account Plan rank by assets among Form 5500 filers? ▼
Ufcw No. California Food Employers Joint Individual Account Plan ranks in the 96th 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 Money Purchase plans are similar in size to Ufcw No. California Food Employers Joint Individual Account Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Bowdoin College Retirement Plan in ME ($255M, 860 participants).
Which Money Purchase plans cover a similar participant headcount to Ufcw No. California Food Employers Joint Individual Account Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Michigan Laborers' Annuity Fund in MI (21,709 participants, $119M 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 680161773.

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.