401(k) · DOL Form 5500 · 2023

Ufcw Members, Local Unions, and Mu 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
1,473
Participants Near avg headcount
77th
Percentile by assets National rank
$18,105
Avg per participant Low balance/head
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Official DOL plan name: Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan · Sponsored by Ufcw Members, Local Unions, and Mu · Michigan · Retail Trade

$27M in assets, 1,473 participants

Ufcw Members, Local Unions, and Mu's Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan reported $27M in total assets and 1,473 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,262 in Retail Trade (8,414 peers)

Coverage in Michigan

Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan covers 1,473 participants in Michigan, 2.3x the typical Michigan plan (state average ~638 per filing). Assets: $27M.

#7,262
in Retail Trade (8,414 peers)
+15.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan's outsized position by total assets

Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan vs every filed plan by assets

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

$26,668,445 Top 23% higher than 77% 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 Members, Local Unions, and Multi-Employer 401(k) 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 Members, Local Unions, and Multi-Employer 401(k) Plan lands in the large band (1,473 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan reported participants rose from 927 in the plan year 2022 filing to 1,473 in the plan year 2023 filing.
  • Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 380513037 · Ufcw Members, Local Unions, and Mu PY 2023 · 401(k)

Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan · $27M · 1,473 · 77th

  • PART $27M
  • TYPE 1,473
  • NET 77th
  • BOOK 401(k)
  • VS-ST near World Energy 401(k) Plan
  • BOY ind #7262

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 Michigan →

Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan in the asset neighbourhood

Ufcw Members, Local Unions, and Multi-Employer 401(k) PlanUfcw Members, Local Unions, …$27MWorld Energy 401(k) Plan$27MWard Kraft Retirement Plan$27MFirst Breckinridge Bancshares, Inc. Retirement PlanFirst Breckinridge Bancshare…$27MEngle Printing & Publishing Co., Inc. 401(k) PlanEngle Printing & Publishing …$27M
End-of-year total assets ($M) among Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN380513037
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ufcw Members, Local Unions, and Mu)

Sponsor-wide plan assets over time

All Ufcw Members, Local Unions, and Mu plans reported in each filing year

Latest sponsor-wide plan assets
$30M 31.046704912590194% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23M $30.2M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 927 $23M
2023 1 1,473 $27M
2024 1 1,498 $30M

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan, Total assets ($B): 0.026668445 · Participants: 1473Ufcw Members, Local Unions, and Multi-Employer 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan side-by-side with 3 peers →

Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is World Energy 401(k) Plan in MA ($27M); by covered participants it is Greystone 401(k) Savings Plan in NY (1,473 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,473 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 Members, Local Unions, and Multi-Employer 401(k) Plan assets move in 2023? ▼
Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan grew sharply - up 15.8% during 2023, from $23M to $27M. Reported net income was $4M.
How have Ufcw Members, Local Unions, and Mu plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ufcw Members, Local Unions, and Mu's sponsor-wide assets grew 31.0%, from $23M to $30M.
Where does Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan rank by assets among Form 5500 filers? ▼
Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is World Energy 401(k) Plan in MA ($27M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Ufcw Members, Local Unions, and Multi-Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greystone 401(k) Savings Plan in NY (1,473 participants, $173M 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 380513037.

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.