Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S Pension Plan

Data updated 2026-08-25

$1.3B
Total assets Very large vs avg
39,434
Participants Very large workforce
99th
Percentile by assets National rank
$32,554
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan · Sponsored by Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S · Colorado · Retail Trade

$1.3B in assets, 39,434 participants

Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S's Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan reported $1.3B in total assets and 39,434 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.

  • #8,360 in Retail Trade (8,414 peers)

Coverage in Colorado

Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan covers 39,434 participants in Colorado, 105x the typical Colorado plan (state average ~376 per filing). Assets: $1.3B.

#8,360
in Retail Trade (8,414 peers)
+2.9%
assets growth YoY
13×
vs typical plan assets (national mean)

Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan's outsized position by total assets

Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan vs every filed plan by assets

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

$1,283,717,370 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

Rocky Mountain Ufcw Unions and Employers Retail and Meat 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. Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan is a mega filing (39,434 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan reported net income rose from -$211M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
  • Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan reported participants rose from 39,196 in the plan year 2022 filing to 39,434 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 846045986 · Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S PY 2023 · Defined Benefit (Pension)

Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan · $1.3B · 39,434 · 99th

  • NET $1.3B
  • BOOK 39,434
  • VS-ST 99th
  • BOY Defined Benefit (Pension)
  • SCH near Zurich American Insurance Company Retirement Account Plan
  • EBSA ind #8360

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 Colorado →

Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan in the asset neighbourhood

Zurich American Insurance Company Retirement Account PlanZurich American Insurance Co…$1.3BRocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanRocky Mountain Ufcw Unions a…$1.3BElevance Health Cash Balance Plan aElevance Health Cash Balance…$1.3BRyder System, Inc. Retirement PlanRyder System, Inc. Retiremen…$1.3BSprint Retirement Pension PlanSprint Retirement Pension Pl…$1.3B
End-of-year total assets ($B) among Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.3B
Net Income$35M
Employer EIN846045986
Plan Effective Date1965-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S)

Sponsor-wide plan assets over time

All Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 3.4087233955303136% vs 2022
2024 filing year
$1.24B$1.26B$1.28B$1.3B 202220232024 $1.25B $1.29B ▲ +3.2%
Year Plans Participants Total Assets
2022 1 39,196 $1.2B
2023 1 39,434 $1.3B
2024 1 38,340 $1.3B

Nearby Defined Benefit (Pension) Plans in Colorado

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

Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 0.20.40.60.811.21.4 Total assets ($B) Participants Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.28371737 · Participants: 39434Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.95106192 · Participants: 1506Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.853837683 · Participants: 1340Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.434038888 · Participants: 213Medianews Group Pension PlanNational Renewable Energy Laboratory Shared Security Pension Plan, Total assets ($B): 0.406218917 · Participants: 2822National Renewable Energy Laboratory Shared Security Pension PlanEmployees' and Agents' Pension Benefits Plan Empower Holdings, Inc., Total assets ($B): 0.405979348 · Participants: 241Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc.
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan side-by-side with 3 peers →

Scale composition for Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan

Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan reports $1.3B in end-of-year assets across 39,434 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.042% of 93,925,755 covered participants) - about $32,554 per participant (24% of the national average assets-per-participant) . Net income for plan year 2023 was $35M.

This plan identity (EIN 846045986, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.3B (+3.4%) while covered participants moved from 39,196 to 38,340 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 39,196 $1.2B Open filing
2023 39,434 $1.3B This page
2024 · index core 38,340 $1.3B Open filing

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

Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Zurich American Insurance Company Retirement Account Plan in IL ($1.3B); by covered participants it is Retirement Plan of Johnson and Johnson in NJ (37,749 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (39,434 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 Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan assets move in 2023? ▼
Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan edged up modestly - up 2.9% during 2023, from $1.2B to $1.3B. Reported net income was $35M.
How have Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S's sponsor-wide assets grew 3.4%, from $1.2B to $1.3B.
Where does Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan rank by assets among Form 5500 filers? ▼
Rocky Mountain Ufcw Unions and Employers Retail and Meat 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 Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Zurich American Insurance Company Retirement Account Plan in IL ($1.3B, 5,913 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan of Johnson and Johnson in NJ (37,749 participants, $21.2B 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 846045986.

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.