Profit Sharing · DOL Form 5500 · 2023
Trustees of Ufcw Retirement and Savings Plan Profit Sharing Plan
Data updated 2026-08-25
- $168M
- Total assets Near avg plan size
- 17,516
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $9,569
- Avg per participant Low balance/head
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.
- #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.
- #8,033
- in Finance & Insurance (8,869 peers)
- +17.9%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Ufcw Retirement and Savings Plan's outsized position by total assets
Ufcw Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$167,613,210 Top 6% higher than 94% 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
Ufcw Retirement and Savings 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. Ufcw Retirement and Savings Plan is a mega filing (17,516 participants), the rightmost band on the breakdown.
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.
DOL schedule card
Filing strip 232818427 · Trustees of Ufcw Retirement and Savings Plan PY 2023 · Profit Sharing
Ufcw Retirement and Savings Plan · $168M · 17,516 · 94th
- VS-ST $168M
- VS-ST 17,516
- VS-ST 94th
- VS-ST Profit Sharing
- VS-ST near Plumbers & Steamfitters Local 21 Annuity Plan
- VS-ST ind #8033
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 Finance & Insurance retirement plans → · Plans in New Jersey →
Ufcw Retirement and Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trustees of Ufcw Retirement and Savings Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $192M 35.13880269291501% vs 2022
- 2024 filing year
| 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.
- 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)
Ufcw Retirement and Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Plumbers & Steamfitters Local 21 Annuity Plan in NY ($166M); by covered participants it is Eastern Atlantic States Carpenters Annuity Fund in PA (17,441 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($168M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (17,516 participants); asset peers above are excluded.
- Eastern Atlantic States Carpenters Annuity Fund (PA) 17,441 · 75 off
- Boilermakers National Annuity Trust (MO) 18,088 · 572 off
- St. Luke's Health Network Defined Contribution Plan (PA) 18,194 · 678 off
- St. Luke's Health System Performance Incentive and 401(a) Matching Plan (ID) 16,714 · 802 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.