Defined Benefit (Pension) · DOL Form 5500 · 2023

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust Pension Plan

Data updated 2026-08-25

$179M
Total assets Near avg plan size
3,531
Participants Above avg headcount
94th
Percentile by assets National rank
$50,656
Avg per participant Low balance/head
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Official DOL plan name: Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust · Sponsored by Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust · California · Retail Trade

$179M in assets, 3,531 participants

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust's Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust reported $179M in total assets and 3,531 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.

  • #8,145 in Retail Trade (8,414 peers)

Coverage in California

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust covers 3,531 participants in California, 5.6x the typical California plan (state average ~630 per filing). Assets: $179M.

#8,145
in Retail Trade (8,414 peers)
+4.3%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust's outsized position by total assets

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust vs every filed plan by assets

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

$178,864,992 Top 6% higher than 94% 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

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust'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. Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust lands in the large band (3,531 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust reported net income rose from -$33M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust reported participants fell from 3,785 in the plan year 2022 filing to 3,531 in the plan year 2023 filing.
  • Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust end-of-year assets rose from $172M in the plan year 2022 filing to $179M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942518312 · Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust PY 2023 · Defined Benefit (Pension)

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust · $179M · 3,531 · 94th

  • 5500 $179M
  • ASSETS 3,531
  • PCT 94th
  • EIN Defined Benefit (Pension)
  • RANK near Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116
  • PHOTO ind #8145

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 California →

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust in the asset neighbourhood

Local 309 Wiremans Pension TrustLocal 309 Wiremans Pension T…$179MSouthern Ironworkers Pension FundSouthern Ironworkers Pension…$179MGlen Raven, Inc. Pension Plan$179MUfcw Pharmacists, Clerks, and Drug Employer's Pension TrustUfcw Pharmacists, Clerks, an…$179MTucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116Tucson Electric Power Compan…$179M
End-of-year total assets ($M) among Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$172M
Net Assets (End of Year)$178M
Net Income$8M
Employer EIN942518312
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust)

Sponsor-wide plan assets over time

All Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$186M 8.696604250012955% vs 2022
2024 filing year
$170M$175M$180M$185M$190M 202220232024 $172M $186M ▲ +8.7%
Year Plans Participants Total Assets
2022 1 3,785 $172M
2023 1 3,531 $179M
2024 1 3,211 $186M

Nearby Defined Benefit (Pension) Plans in California

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

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust, Total assets ($B): 0.178864992 · Participants: 3531Ufcw Pharmacists, Clerks, and Drug Employer's Pension TrustKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust side-by-side with 3 peers →

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 in AZ ($179M); by covered participants it is Liuna Staff and Affiliates Pension Fund in DC (3,533 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,531 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 Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust assets move in 2023? ▼
Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust edged up modestly - up 4.3% during 2023, from $172M to $179M. Reported net income was $8M.
How have Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust's sponsor-wide assets grew 8.7%, from $172M to $186M.
Where does Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust rank by assets among Form 5500 filers? ▼
Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 in AZ ($179M, 919 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Liuna Staff and Affiliates Pension Fund in DC (3,533 participants, $1.8B 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 942518312.

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.