Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees the Ufcw Unions and Participating Employers Pension Pension Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 1,694
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $59,697
- Avg per participant Low balance/head
Official DOL plan name: Ufcw Unions and Participating Employers Pension Plan · Sponsored by Board of Trustees the Ufcw Unions and Participating Employers Pension · Maryland · Finance & Insurance
$101M in assets, 1,694 participants
Board of Trustees the Ufcw Unions and Participating Employers Pension's Ufcw Unions and Participating Employers Pension Plan reported $101M in total assets and 1,694 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #7,693 in Finance & Insurance (8,869 peers)
Where Ufcw Unions and Participating Employers Pension Plan sits by assets
Ufcw Unions and Participating Employers Pension Plan sits in the top 10% of all filed plans by assets, $101M for 1,694 participants (~$59,697/participant), down 3.8% in 2023.
- #7,693
- in Finance & Insurance (8,869 peers)
- -3.8%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ufcw Unions and Participating Employers Pension Plan's outsized position by total assets
Ufcw Unions and Participating Employers Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$101,127,273 Top 9% higher than 91% 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 Unions and Participating Employers Pension Plan'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 Unions and Participating Employers Pension Plan lands in the large band (1,694 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ufcw Unions and Participating Employers Pension Plan reported net income rose from -$28M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Ufcw Unions and Participating Employers Pension Plan reported participants fell from 1,835 in the plan year 2022 filing to 1,694 in the plan year 2023 filing.
- Ufcw Unions and Participating Employers Pension Plan end-of-year assets fell from $105M in the plan year 2022 filing to $101M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 526117495 · Board of Trustees the Ufcw Unions and Participating Employers Pension PY 2023 · Defined Benefit (Pension)
Ufcw Unions and Participating Employers Pension Plan · $101M · 1,694 · 91st
- BOY $101M
- SCH 1,694
- EBSA 91st
- PART Defined Benefit (Pension)
- TYPE near The Glenmede Corporation Retirement Plan
- NET ind #7693
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 Maryland →
Ufcw Unions and Participating Employers Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | -$4M |
| Employer EIN | 526117495 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees the Ufcw Unions and Participating Employers Pension)
Sponsor-wide plan assets over time
All Board of Trustees the Ufcw Unions and Participating Employers Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $95M 9.809219489843606% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,835 | $105M |
| 2023 | 1 | 1,694 | $101M |
| 2024 | 1 | 1,827 | $95M |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Electrical Benefit Fund $18.9B · 323,315
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.4B · 19,673
- Major League Baseball Players Pension Plan $4.6B · 1,087
- National Automatic Sprinkler Industry Pension Fund $4.5B · 15,047
- International Painters and Allied Trades Industry Pension Plan $4.2B · 44,973
Ufcw Unions and Participating Employers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is The Glenmede Corporation Retirement Plan in PA ($101M); by covered participants it is The Goodyear Tire & Rubber Company Salaried Pension Plan in OH (1,694 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,694 participants); asset peers above are excluded.
- The Goodyear Tire & Rubber Company Salaried Pension Plan (OH) 1,694 · 0 off
- Kone Inc. Employees' Retirement Plan (IL) 1,693 · 1 off
- Conagra Brands, Inc. Pension Plan (IL) 1,693 · 1 off
- Shelter Insurance Employees Retirement Plan (MO) 1,692 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.