Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Alaska United Food & Commercial Workers Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Ak Ufcw Pension Fund Board of Trustees · Oregon · Retail Trade

What the 2023 filing shows

Alaska United Food & Commercial Workers Pension Fund holds $198M for 1,597 participants — about $124,017 per participant, up 2.3% over the 2023 plan year.

$198M
total plan assets (2023 EOY)
1,597
covered participants
$124,017
avg assets per participant
+2.3%
assets growth YoY
Total Assets (2023)
$198M
Participants
1,597
State
Industry
Retail Trade

What the Filing Says About Alaska United Food & Commercial Workers Pension Fund

Alaska United Food & Commercial Workers Pension Fund is a Defined Benefit (Pension) retirement plan sponsored by Ak Ufcw Pension Fund Board of Trustees, headquartered in Oregon. As of the 2023 Form 5500 filing, the plan reports $198M in total end-of-year assets and covers 1,597 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 916123694, and the plan has been effective since 1970-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $194M at the beginning of 2023 to $198M at year-end — a gain of 2.3%. Net assets (after liabilities) closed the year at $198M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$194M
Total Assets (End of Year)$198M
Net Assets (End of Year)$198M
Net Income$5M
Plan TypeDefined Benefit (Pension)
Employer EIN916123694
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ak Ufcw Pension Fund Board of Trustees)

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

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Frequently Asked Questions

How much money is in the Alaska United Food & Commercial Workers Pension Fund?
As of the 2023 Form 5500 filing, Alaska United Food & Commercial Workers Pension Fund holds $198M in total assets with 1,597 participants. It is sponsored by Ak Ufcw Pension Fund Board of Trustees.
What type of plan is Alaska United Food & Commercial Workers Pension Fund?
Alaska United Food & Commercial Workers Pension Fund is a Defined Benefit (Pension) plan. It has been effective since 1970-01-01. The plan is filed with the U.S. Department of Labor under EIN 916123694.
Who sponsors the Alaska United Food & Commercial Workers Pension Fund?
Alaska United Food & Commercial Workers Pension Fund is sponsored by Ak Ufcw Pension Fund Board of Trustees, located in Oregon. The sponsor's EIN is 916123694 and the plan operates in the Retail Trade industry.
How did Alaska United Food & Commercial Workers Pension Fund perform in 2023?
Alaska United Food & Commercial Workers Pension Fund grew by 2.3% during 2023, moving from $194M to $198M in total assets. Net income was $5M.
Where can I find official filings for Alaska United Food & Commercial Workers Pension Fund?
Official Form 5500 filings for Alaska United Food & Commercial Workers Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 916123694 or plan name at efast.dol.gov.
How does Alaska United Food & Commercial Workers Pension Fund compare to other plans?
You can compare Alaska United Food & Commercial Workers Pension Fund against other Defined Benefit (Pension) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 916123694.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.