Defined Benefit (Pension) · DOL Form 5500 · 2023

Bd of Trustees Ufcw Consolidated Pension Fund Pension Plan

Data updated 2026-08-25

$5.5B
Total assets Very large vs avg
191,597
Participants Very large workforce
100th
Percentile by assets National rank
$28,501
Avg per participant Low balance/head
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Official DOL plan name: Ufcw Consolidated Pension Fund · Sponsored by Bd of Trustees Ufcw Consolidated Pension Fund · Georgia · Retail Trade

$5.5B in assets, 191,597 participants

Bd of Trustees Ufcw Consolidated Pension Fund's Ufcw Consolidated Pension Fund reported $5.5B in total assets and 191,597 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,401 in Retail Trade (8,414 peers)

Coverage in Georgia

Ufcw Consolidated Pension Fund covers 191,597 participants in Georgia, 175x the typical Georgia plan (state average ~1,096 per filing). Assets: $5.5B.

#8,401
in Retail Trade (8,414 peers)
+1.9%
assets growth YoY
55×
vs typical plan assets (national mean)

Ufcw Consolidated Pension Fund's outsized position by total assets

Ufcw Consolidated Pension Fund vs every filed plan by assets

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

$5,460,667,911 Highest reported value at or above every one 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 Consolidated Pension Fund'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 Consolidated Pension Fund is a mega filing (191,597 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufcw Consolidated Pension Fund reported net income rose from -$864M in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • Ufcw Consolidated Pension Fund end-of-year assets rose from $5.4B in the plan year 2022 filing to $5.5B in the plan year 2023 filing.
  • Ufcw Consolidated Pension Fund reported participants fell from 192,097 in the plan year 2022 filing to 191,597 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 586101602 · Bd of Trustees Ufcw Consolidated Pension Fund PY 2023 · Defined Benefit (Pension)

Ufcw Consolidated Pension Fund · $5.5B · 191,597 · 100th

  • TYPE $5.5B
  • NET 191,597
  • BOOK 100th
  • VS-ST Defined Benefit (Pension)
  • BOY near New York State Nurses Association Pension Plan
  • SCH ind #8401

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 Georgia →

Ufcw Consolidated Pension Fund in the asset neighbourhood

Bp Retirement Accumulation PlanBp Retirement Accumulation P…$5.5BKaiser Permanente Employees Pension PlanKaiser Permanente Employees …$5.5BUfcw Consolidated Pension FundUfcw Consolidated Pension Fu…$5.5BNew York State Nurses Association Pension PlanNew York State Nurses Associ…$5.5BRetirement Plan for Employees of Aetna Inc.Retirement Plan for Employee…$5.4B
End-of-year total assets ($B) among Ufcw Consolidated Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$5.4B
Net Assets (End of Year)$5.4B
Net Income$69M
Employer EIN586101602
Plan Effective Date1968-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees Ufcw Consolidated Pension Fund)

Sponsor-wide plan assets over time

All Bd of Trustees Ufcw Consolidated Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$5.6B 5.1709076541084% vs 2022
2024 filing year
$5.3B$5.4B$5.5B$5.6B$5.7B 202220232024 $5.36B $5.64B ▲ +5.2%
Year Plans Participants Total Assets
2022 1 192,097 $5.4B
2023 1 191,597 $5.5B
2024 1 184,887 $5.6B

Nearby Defined Benefit (Pension) Plans in Georgia

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

Ufcw Consolidated Pension Fund vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000250000 05101520 Total assets ($B) Participants Ufcw Consolidated Pension Fund, Total assets ($B): 5.460667911 · Participants: 191597Ufcw Consolidated Pension FundThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
Ufcw Consolidated Pension Fund vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Ufcw Consolidated Pension Fund side-by-side with 3 peers →

Scale composition for Ufcw Consolidated Pension Fund

Ufcw Consolidated Pension Fund reports $5.5B in end-of-year assets across 191,597 participants (0.044% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.20% of 93,925,755 covered participants) - about $28,501 per participant (21% of the national average assets-per-participant) . Net income for plan year 2023 was $69M.

This plan identity (EIN 586101602, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.4B to $5.6B (+5.2%) while covered participants moved from 192,097 to 184,887 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 192,097 $5.4B Open filing
2023 191,597 $5.5B This page
2024 · index core 184,887 $5.6B Open filing

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

Ufcw Consolidated Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is New York State Nurses Association Pension Plan in NY ($5.5B); by covered participants it is Western Conference of Teamsters Pension Plan in WA (229,511 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5.5B here).

Similar participant headcount

Nearest other-state filings by covered participants (191,597 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 Consolidated Pension Fund assets move in 2023? ▼
Ufcw Consolidated Pension Fund edged up modestly - up 1.9% during 2023, from $5.4B to $5.5B. Reported net income was $69M.
How have Bd of Trustees Ufcw Consolidated Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees Ufcw Consolidated Pension Fund's sponsor-wide assets grew 5.2%, from $5.4B to $5.6B.
Where does Ufcw Consolidated Pension Fund rank by assets among Form 5500 filers? ▼
Ufcw Consolidated Pension Fund ranks in the 100th 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 Ufcw Consolidated Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is New York State Nurses Association Pension Plan in NY ($5.5B, 19,697 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Consolidated Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Western Conference of Teamsters Pension Plan in WA (229,511 participants, $57.4B 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 586101602.

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.