Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, Desert States Employers & Ufcw Pension Plan

Data updated 2026-08-25

$1.0B
Total assets Very large vs avg
19,139
Participants Very large workforce
99th
Percentile by assets National rank
$52,520
Avg per participant Low balance/head
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Official DOL plan name: Desert States Employers & Ufcw Unions Pension Plan · Sponsored by Board of Trustees, Desert States Employers & Ufcw · Arizona · Retail Trade

$1.0B in assets, 19,139 participants

Board of Trustees, Desert States Employers & Ufcw's Desert States Employers & Ufcw Unions Pension Plan reported $1.0B in total assets and 19,139 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,346 in Retail Trade (8,414 peers)

Coverage in Arizona

Desert States Employers & Ufcw Unions Pension Plan covers 19,139 participants in Arizona, 34x the typical Arizona plan (state average ~564 per filing). Assets: $1.0B.

#8,346
in Retail Trade (8,414 peers)
+4.7%
assets growth YoY
10×
vs typical plan assets (national mean)

Desert States Employers & Ufcw Unions Pension Plan's outsized position by total assets

Desert States Employers & Ufcw Unions Pension Plan vs every filed plan by assets

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

$1,005,171,309 Top 1% higher than 99% 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

Desert States Employers & Ufcw Unions Pension 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. Desert States Employers & Ufcw Unions Pension Plan is a mega filing (19,139 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Desert States Employers & Ufcw Unions Pension Plan reported net income rose from -$139M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Desert States Employers & Ufcw Unions Pension Plan reported participants fell from 25,673 in the plan year 2022 filing to 19,139 in the plan year 2023 filing.
  • Desert States Employers & Ufcw Unions Pension Plan end-of-year assets rose from $960M in the plan year 2022 filing to $1.0B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 846277982 · Board of Trustees, Desert States Employers & Ufcw PY 2023 · Defined Benefit (Pension)

Desert States Employers & Ufcw Unions Pension Plan · $1.0B · 19,139 · 99th

  • EOY $1.0B
  • 5500 19,139
  • ASSETS 99th
  • PCT Defined Benefit (Pension)
  • EIN near International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware
  • RANK ind #8346

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 Arizona →

Desert States Employers & Ufcw Unions Pension Plan in the asset neighbourhood

Desert States Employers & Ufcw Unions Pension PlanDesert States Employers & Uf…$1.0BIron Workers District Council of So Oh & Vicinity Pension TrustIron Workers District Counci…$1.0BInternational Union of Operating Engineers Pension Fund of Eastern Pennsylvania and DelawareInternational Union of Opera…$1.0BNational Fuel Gas Company Retirement PlanNational Fuel Gas Company Re…$999MShands Healthcare Pension Plan IIShands Healthcare Pension Pl…$999M
End-of-year total assets ($B) among Desert States Employers & Ufcw Unions Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$960M
Net Assets (End of Year)$1.0B
Net Income$50M
Employer EIN846277982
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Desert States Employers & Ufcw)

Sponsor-wide plan assets over time

All Board of Trustees, Desert States Employers & Ufcw plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 8.070823858476613% vs 2022
2024 filing year
$0.95B$1B$1.05B 202220232024 $0.96B $1.04B ▲ +8.3%
Year Plans Participants Total Assets
2022 1 25,673 $960M
2023 1 19,139 $1.0B
2024 1 24,099 $1.0B

Nearby Defined Benefit (Pension) Plans in Arizona

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

Desert States Employers & Ufcw Unions Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 01234 Total assets ($B) Participants Desert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension PlanLiberty Utilities Defined Benefit Pension Plan, Total assets ($B): 0.392875125 · Participants: 618Liberty Utilities Defined Benefit Pension Plan
Desert States Employers & Ufcw Unions Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Desert States Employers & Ufcw Unions Pension Plan side-by-side with 3 peers →

Scale composition for Desert States Employers & Ufcw Unions Pension Plan

Desert States Employers & Ufcw Unions Pension Plan reports $1.0B in end-of-year assets across 19,139 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $52,520 per participant (38% of the national average assets-per-participant) . Net income for plan year 2023 was $50M.

This plan identity (EIN 846277982, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $960M to $1.0B (+8.1%) while covered participants moved from 25,673 to 24,099 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 25,673 $960M Open filing
2023 19,139 $1.0B This page
2024 · index core 24,099 $1.0B Open filing

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

Desert States Employers & Ufcw Unions Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware in PA ($1.0B); by covered participants it is The Lilly Retirement Plan in IN (19,111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19,139 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 Desert States Employers & Ufcw Unions Pension Plan assets move in 2023? ▼
Desert States Employers & Ufcw Unions Pension Plan edged up modestly - up 4.7% during 2023, from $960M to $1.0B. Reported net income was $50M.
How have Board of Trustees, Desert States Employers & Ufcw plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Desert States Employers & Ufcw's sponsor-wide assets grew 8.1%, from $960M to $1.0B.
Where does Desert States Employers & Ufcw Unions Pension Plan rank by assets among Form 5500 filers? ▼
Desert States Employers & Ufcw Unions Pension Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Desert States Employers & Ufcw Unions Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware in PA ($1.0B, 2,911 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Desert States Employers & Ufcw Unions Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lilly Retirement Plan in IN (19,111 participants, $11.7B 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 846277982.

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.