Defined Benefit (Pension) · DOL Form 5500 · 2023

Ufcw Union & Participating Food Industry Tri-State Pension Fund Pension Plan

Data updated 2026-08-25

$235M
Total assets Near avg plan size
5,055
Participants Above avg headcount
95th
Percentile by assets National rank
$46,423
Avg per participant Low balance/head
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Official DOL plan name: Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund · Sponsored by Ufcw Union & Participating Food Industry Tri-State Pension Fund · Pennsylvania · Retail Trade

$235M in assets, 5,055 participants

Ufcw Union & Participating Food Industry Tri-State Pension Fund's Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund reported $235M in total assets and 5,055 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,192 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund covers 5,055 participants in Pennsylvania, 6.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $235M.

#8,192
in Retail Trade (8,414 peers)
-12.3%
assets change YoY
2.4×
vs typical plan assets (national mean)

The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund's outsized position by total assets

Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund vs every filed plan by assets

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

$234,667,579 Top 5% higher than 95% 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 Union & Partcipating Food Industry Employers Tri-State Pension Fund'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 Union & Partcipating Food Industry Employers Tri-State Pension Fund lands in the large band (5,055 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund reported net income rose from -$82M in the plan year 2022 filing to -$34M in the plan year 2023 filing.
  • Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund end-of-year assets fell from $267M in the plan year 2022 filing to $235M in the plan year 2023 filing.
  • Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund reported participants fell from 5,533 in the plan year 2022 filing to 5,055 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 236396097 · Ufcw Union & Participating Food Industry Tri-State Pension Fund PY 2023 · Defined Benefit (Pension)

Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund · $235M · 5,055 · 95th

  • EBSA $235M
  • PART 5,055
  • TYPE 95th
  • NET Defined Benefit (Pension)
  • BOOK near IBEW Local No. 117 Pension Fund
  • VS-ST ind #8192

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 Pennsylvania →

Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund in the asset neighbourhood

The Teknor Apex Company Retirement PlanThe Teknor Apex Company Reti…$235MContributory Defined Benefit Retirement Plan at Rensselaer Polytechnic InstituteContributory Defined Benefit…$235MJbt Corporation Employees' Retirement ProgramJbt Corporation Employees' R…$235MUfcw Union & Partcipating Food Industry Employers Tri-State Pension FundUfcw Union & Partcipating Fo…$235MIBEW Local No. 117 Pension FundIBEW Local No. 117 Pension F…$235M
End-of-year total assets ($M) among Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$267M
Net Assets (End of Year)$233M
Net Income-$34M
Employer EIN236396097
Plan Effective Date1958-10-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Ufcw Union & Participating Food Industry Tri-State Pension Fund)

Sponsor-wide plan assets over time

All Ufcw Union & Participating Food Industry Tri-State Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$872M 225.97650813653104% vs 2022
2024 filing year
$0M$200M$400M$600M$800M$1,000M 202220232024 $268M $872M ▲ +226.0%
Year Plans Participants Total Assets
2022 1 5,533 $267M
2023 1 5,055 $235M
2024 1 4,402 $872M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -5051015 Total assets ($B) Participants Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund, Total assets ($B): 0.234667579 · Participants: 5055Ufcw Union & Partcipating Food Industry Employers Tri-State Pension FundNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund side-by-side with 3 peers →

Scale composition for Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund

Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund reports $235M in end-of-year assets across 5,055 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $46,423 per participant (34% of the national average assets-per-participant) . Net income for plan year 2023 was -$34M.

This plan identity (EIN 236396097, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $267M to $872M (+226.0%) while covered participants moved from 5,533 to 4,402 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,533 $267M Open filing
2023 5,055 $235M This page
2024 · index core 4,402 $872M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is IBEW Local No. 117 Pension Fund in IL ($235M); by covered participants it is The National Football League Club Employees Pension Plan in MD (5,068 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,055 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 Union & Partcipating Food Industry Employers Tri-State Pension Fund assets move in 2023? ▼
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund pulled back noticeably - down 12.3% during 2023, from $267M to $235M. Reported net income was -$34M.
How have Ufcw Union & Participating Food Industry Tri-State Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ufcw Union & Participating Food Industry Tri-State Pension Fund's sponsor-wide assets grew 226.0%, from $267M to $872M.
Where does Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund rank by assets among Form 5500 filers? ▼
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund ranks in the 95th 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 Union & Partcipating Food Industry Employers Tri-State Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local No. 117 Pension Fund in IL ($235M, 498 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The National Football League Club Employees Pension Plan in MD (5,068 participants, $2.1B 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 236396097.

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.