Profit Sharing · DOL Form 5500 · 2023
Trustees of Ufcw Retirement and Savings Plan Profit Sharing Plan
Data updated 2026-08-11
- $168M
- Total assets
- 17,516
- Participants
- 94th
- Percentile by assets
- $9,569
- Avg per participant
Official DOL plan name: Ufcw Retirement and Savings Plan · Sponsored by Trustees of Ufcw Retirement and Savings Plan · New Jersey · Finance & Insurance
$168M in assets, 17,516 participants
Trustees of Ufcw Retirement and Savings Plan's Ufcw Retirement and Savings Plan reported $168M in total assets and 17,516 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #8,033 in Finance & Insurance (8,869 peers)
Coverage in New Jersey
Ufcw Retirement and Savings Plan covers 17,516 participants in New Jersey, 21x the typical New Jersey plan (state average ~844 per filing). Assets: $168M.
- $168M
- total plan assets (2023 EOY)
- 17,516
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $9,569
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ufcw Retirement and Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Ufcw Retirement and Savings Plan end-of-year assets rose from $142M in the plan year 2022 filing to $168M in the plan year 2023 filing.
- Ufcw Retirement and Savings Plan reported participants fell from 19,629 in the plan year 2022 filing to 17,516 in the plan year 2023 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Ufcw Retirement and Savings Plan reports 17,516 participants - 21x that state average ($168M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $142M |
|---|---|
| Net Assets (End of Year) | $168M |
| Net Income | $25M |
| Employer EIN | 232818427 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Ufcw Retirement and Savings Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19,629 | $142M |
| 2023 | 1 | 17,516 | $168M |
| 2024 | 1 | 18,932 | $192M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Ufcw Retirement and Savings Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Scale composition for Ufcw Retirement and Savings Plan
Ufcw Retirement and Savings Plan reports $168M in end-of-year assets across 17,516 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $9,569 per participant (7% of the national average assets-per-participant) . Net income for plan year 2023 was $25M.
This plan identity (EIN 232818427, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $142M to $192M (+35.1%) while covered participants moved from 19,629 to 18,932 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 19,629 | $142M | Open filing |
| 2023 | 17,516 | $168M | This page |
| 2024 · index core | 18,932 | $192M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ufcw Retirement and Savings Plan (Profit Sharing, $192M, 18,932 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Ufcw Retirement and Savings Plan by total assets, not by location.
- Plumbers & Steamfitters Local 21 Annuity Plan (NY) $166M · 1,135
- Electrical Workers Pension Fund Part B (MN) $170M · 504
- Edc Retirement Plan (MA) $165M · 544
- Nnpp Contractor Capital Accumulation Plan (PA) $165M · 5,435
Frequently Asked Questions
How did Ufcw Retirement and Savings Plan assets move in 2023? ▼
How have Trustees of Ufcw Retirement and Savings Plan plan assets changed over time? ▼
Where does Ufcw Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Ufcw Retirement and Savings Plan? ▼
Next read for Ufcw Retirement and Savings Plan
Filing takeaways
Ways to act on Ufcw Retirement and Savings Plan's numbers.
- By total assets, Ufcw Retirement and Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Trustees of Ufcw Retirement and Savings Plan's sponsor-wide assets have grown 35.1% since 2022 across 3 plan years on file. More Finance & Insurance plans