Defined Benefit (Pension) · DOL Form 5500 · 2023
Ak Ufcw Pension Fund Board of Trustees Pension Plan
Data updated 2026-08-25
- $198M
- Total assets Near avg plan size
- 1,597
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $124,017
- Avg per participant Near avg balance/head
Official DOL plan name: Alaska United Food & Commercial Workers Pension Fund · Sponsored by Ak Ufcw Pension Fund Board of Trustees · Oregon · Retail Trade
$198M in assets, 1,597 participants
Ak Ufcw Pension Fund Board of Trustees's Alaska United Food & Commercial Workers Pension Fund reported $198M in total assets and 1,597 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.
- #8,160 in Retail Trade (8,414 peers)
Coverage in Oregon
Alaska United Food & Commercial Workers Pension Fund covers 1,597 participants in Oregon, 3.6x the typical Oregon plan (state average ~443 per filing). Assets: $198M.
- #8,160
- in Retail Trade (8,414 peers)
- +2.3%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Alaska United Food & Commercial Workers Pension Fund's outsized position by total assets
Alaska United Food & Commercial Workers Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$198,054,352 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Alaska United Food & Commercial Workers 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. Alaska United Food & Commercial Workers Pension Fund lands in the large band (1,597 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alaska United Food & Commercial Workers Pension Fund reported net income rose from -$43M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Alaska United Food & Commercial Workers Pension Fund end-of-year assets rose from $194M in the plan year 2022 filing to $198M in the plan year 2023 filing.
- Alaska United Food & Commercial Workers Pension Fund reported participants fell from 1,613 in the plan year 2022 filing to 1,597 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 916123694 · Ak Ufcw Pension Fund Board of Trustees PY 2023 · Defined Benefit (Pension)
Alaska United Food & Commercial Workers Pension Fund · $198M · 1,597 · 95th
- SCH $198M
- SCH 1,597
- SCH 95th
- SCH Defined Benefit (Pension)
- SCH near Insulators Local No. 2 Pension Plan
- SCH ind #8160
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 Oregon →
Alaska United Food & Commercial Workers Pension Fund in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $194M |
|---|---|
| Net Assets (End of Year) | $198M |
| Net Income | $5M |
| Employer EIN | 916123694 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ak Ufcw Pension Fund Board of Trustees)
Sponsor-wide plan assets over time
All Ak Ufcw Pension Fund Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $206M 6.18403096018145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,613 | $194M |
| 2023 | 1 | 1,597 | $198M |
| 2024 | 1 | 1,622 | $206M |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Xpo Pension Plan $1.7B · 4,840
- Northwest Sheet Metal Workers Pension Plan $1.5B · 4,660
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.1B · 3,351
- Precision Castparts Corp. Retirement Plan $1.1B · 2,018
- Oregon Retail Employees Pension Plan $1.0B · 20,043
Alaska United Food & Commercial Workers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Insulators Local No. 2 Pension Plan in PA ($198M); by covered participants it is The Clorox Company Pension Plan in CA (1,597 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($198M here).
- Insulators Local No. 2 Pension Plan (PA) $198M · 495
- Twu-Westchester Private Bus Lines Pension Trust (NJ) $198M · 743
- Trustage Pension Plan for Represented Employees (WI) $198M · 455
- Bryan Health Employees' Retirement Plan (NE) $199M · 902
Similar participant headcount
Nearest other-state filings by covered participants (1,597 participants); asset peers above are excluded.
- The Clorox Company Pension Plan (CA) 1,597 · 0 off
- Gannett Retirement Plan (NY) 1,593 · 4 off
- International Longshoremen's Association AFL-CIO Employers Pension Fund (FL) 1,603 · 6 off
- IBEW Local 595 Pension Plan (CA) 1,607 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.