Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees Ufcw Local 1262 Pension Fund Pension Plan

Data updated 2026-08-25

$971M
Total assets Above avg plan size
5,385
Participants Above avg headcount
99th
Percentile by assets National rank
$180,367
Avg per participant Above avg balance/head
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Official DOL plan name: Ufcw Local 1262 & Employers Pension Fund · Sponsored by Trustees Ufcw Local 1262 Pension Fund · New Jersey · Retail Trade

$971M in assets, 5,385 participants

Trustees Ufcw Local 1262 Pension Fund's Ufcw Local 1262 & Employers Pension Fund reported $971M in total assets and 5,385 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.

  • #8,340 in Retail Trade (8,414 peers)

Coverage in New Jersey

Ufcw Local 1262 & Employers Pension Fund covers 5,385 participants in New Jersey, 6.4x the typical New Jersey plan (state average ~844 per filing). Assets: $971M.

#8,340
in Retail Trade (8,414 peers)
+1.2%
assets growth YoY
9.7×
vs typical plan assets (national mean)

Ufcw Local 1262 & Employers Pension Fund's outsized position by total assets

Ufcw Local 1262 & Employers Pension Fund vs every filed plan by assets

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

$971,274,727 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

Ufcw Local 1262 & Employers 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 Local 1262 & Employers Pension Fund lands in the large band (5,385 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufcw Local 1262 & Employers Pension Fund reported net income rose from -$159M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Ufcw Local 1262 & Employers Pension Fund reported participants fell from 5,855 in the plan year 2022 filing to 5,385 in the plan year 2023 filing.
  • Ufcw Local 1262 & Employers Pension Fund end-of-year assets rose from $960M in the plan year 2022 filing to $971M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 226074414 · Trustees Ufcw Local 1262 Pension Fund PY 2023 · Defined Benefit (Pension)

Ufcw Local 1262 & Employers Pension Fund · $971M · 5,385 · 99th

  • EBSA $971M
  • PART 5,385
  • TYPE 99th
  • NET Defined Benefit (Pension)
  • BOOK near The Wellspan Health System Merged Pension Plan
  • VS-ST ind #8340

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 New Jersey →

Ufcw Local 1262 & Employers Pension Fund in the asset neighbourhood

National Fuel Gas Company Retirement PlanNational Fuel Gas Company Re…$974MRio Tinto America Inc. Retirement PlanRio Tinto America Inc. Retir…$972MUfcw Local 1262 & Employers Pension FundUfcw Local 1262 & Employers …$971MThe Wellspan Health System Merged Pension PlanThe Wellspan Health System M…$971MKimberly-Clark Corporation Pension PlanKimberly-Clark Corporation P…$970M
End-of-year total assets ($M) among Ufcw Local 1262 & Employers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$960M
Net Assets (End of Year)$970M
Net Income$11M
Employer EIN226074414
Plan Effective Date1964-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees Ufcw Local 1262 Pension Fund)

Sponsor-wide plan assets over time

All Trustees Ufcw Local 1262 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 4.284825322510521% vs 2022
2024 filing year
$0.94B$0.96B$0.98B$1B$1.02B 202220232024 $0.96B $1B ▲ +4.2%
Year Plans Participants Total Assets
2022 1 5,855 $960M
2023 1 5,385 $971M
2024 1 4,882 $1.0B

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Ufcw Local 1262 & Employers Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 -50510152025 Total assets ($B) Participants Ufcw Local 1262 & Employers Pension Fund, Total assets ($B): 0.971274727 · Participants: 5385Ufcw Local 1262 & Employers Pension FundRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Ufcw Local 1262 & Employers Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Ufcw Local 1262 & Employers Pension Fund side-by-side with 3 peers →

Scale composition for Ufcw Local 1262 & Employers Pension Fund

Ufcw Local 1262 & Employers Pension Fund reports $971M in end-of-year assets across 5,385 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $180,367 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $11M.

This plan identity (EIN 226074414, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $960M to $1.0B (+4.3%) while covered participants moved from 5,855 to 4,882 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,855 $960M Open filing
2023 5,385 $971M This page
2024 · index core 4,882 $1.0B Open filing

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

Ufcw Local 1262 & Employers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is The Wellspan Health System Merged Pension Plan in PA ($971M); by covered participants it is Hii Newport News Shipbuilding, Inc. Retirement Plan in VA (5,389 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($971M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,385 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 Local 1262 & Employers Pension Fund assets move in 2023? ▼
Ufcw Local 1262 & Employers Pension Fund edged up modestly - up 1.2% during 2023, from $960M to $971M. Reported net income was $11M.
How have Trustees Ufcw Local 1262 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees Ufcw Local 1262 Pension Fund's sponsor-wide assets grew 4.3%, from $960M to $1.0B.
Where does Ufcw Local 1262 & Employers Pension Fund rank by assets among Form 5500 filers? ▼
Ufcw Local 1262 & Employers Pension Fund 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 Ufcw Local 1262 & Employers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Wellspan Health System Merged Pension Plan in PA ($971M, 3,568 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Local 1262 & Employers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hii Newport News Shipbuilding, Inc. Retirement Plan in VA (5,389 participants, $3.4B 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 226074414.

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.