Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Ufcw Local 655, Food Employers Joint Pension Plan Pension Plan

Data updated 2026-08-25

$765M
Total assets Above avg plan size
7,157
Participants Above avg headcount
98th
Percentile by assets National rank
$106,930
Avg per participant Below avg balance/head
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Official DOL plan name: Ufcw Union Local No. 655, Food Employer's Joint Pe · Sponsored by Board of Trustees of Ufcw Local 655, Food Employers Joint Pension Plan · Missouri · Retail Trade

$765M in assets, 7,157 participants

Board of Trustees of Ufcw Local 655, Food Employers Joint Pension Plan's Ufcw Union Local No. 655, Food Employer's Joint Pe reported $765M in total assets and 7,157 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,314 in Retail Trade (8,414 peers)

Coverage in Missouri

Ufcw Union Local No. 655, Food Employer's Joint Pe covers 7,157 participants in Missouri, 9.7x the typical Missouri plan (state average ~737 per filing). Assets: $765M.

#8,314
in Retail Trade (8,414 peers)
+2.2%
assets growth YoY
7.7×
vs typical plan assets (national mean)

Ufcw Union Local No. 655, Food Employer's Joint Pe's outsized position by total assets

Ufcw Union Local No. 655, Food Employer's Joint Pe vs every filed plan by assets

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

$765,296,050 Top 2% higher than 98% 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 Union Local No. 655, Food Employer's Joint Pe'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 Union Local No. 655, Food Employer's Joint Pe lands in the large band (7,157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufcw Union Local No. 655, Food Employer's Joint Pe reported net income rose from -$155M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Ufcw Union Local No. 655, Food Employer's Joint Pe reported participants fell from 7,606 in the plan year 2022 filing to 7,157 in the plan year 2023 filing.
  • Ufcw Union Local No. 655, Food Employer's Joint Pe end-of-year assets rose from $749M in the plan year 2022 filing to $765M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 436058365 · Board of Trustees of Ufcw Local 655, Food Employers Joint Pension Plan PY 2023 · Defined Benefit (Pension)

Ufcw Union Local No. 655, Food Employer's Joint Pe · $765M · 7,157 · 98th

  • ASSETS $765M
  • ASSETS 7,157
  • ASSETS 98th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies
  • ASSETS ind #8314

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 Missouri →

Ufcw Union Local No. 655, Food Employer's Joint Pe in the asset neighbourhood

Ufcw Union Local No. 655, Food Employer's Joint PeUfcw Union Local No. 655, Fo…$765MRevised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary CompaniesRevised Retirement Plan for …$765MHanesbrands Inc. Legacy Pension PlanHanesbrands Inc. Legacy Pens…$765MThe Goodyear Tire & Rubber Company Salaried Pension PlanThe Goodyear Tire & Rubber C…$765MStanley Black & Decker Pension PlanStanley Black & Decker Pensi…$764M
End-of-year total assets ($M) among Ufcw Union Local No. 655, Food Employer's Joint Pe and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$749M
Net Assets (End of Year)$765M
Net Income$17M
Employer EIN436058365
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Ufcw Local 655, Food Employers Joint Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of Ufcw Local 655, Food Employers Joint Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$780M 4.1323203216430855% vs 2022
2024 filing year
$740M$750M$760M$770M$780M$790M 202220232024 $749M $780M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 7,606 $749M
2023 1 7,157 $765M
2024 1 6,550 $780M

Nearby Defined Benefit (Pension) Plans in Missouri

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

Ufcw Union Local No. 655, Food Employer's Joint Pe vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 0246810 Total assets ($B) Participants Ufcw Union Local No. 655, Food Employer's Joint Pe, Total assets ($B): 0.76529605 · Participants: 7157Ufcw Union Local No. 655, Food Employer's Joint PeBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.787453474 · Participants: 30358Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.709766277 · Participants: 10156Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.457605028 · Participants: 14993Co-Op Retirement PlanEmerson Electric Company Retirement Plan, Total assets ($B): 3.376279254 · Participants: 2671Emerson Electric Company Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.265514848 · Participants: 11420Carpenters Pension Trust Fund of St. Louis
Ufcw Union Local No. 655, Food Employer's Joint Pe vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants

Scale composition for Ufcw Union Local No. 655, Food Employer's Joint Pe

Ufcw Union Local No. 655, Food Employer's Joint Pe reports $765M in end-of-year assets across 7,157 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $106,930 per participant (77% of the national average assets-per-participant) . Net income for plan year 2023 was $17M.

This plan identity (EIN 436058365, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $749M to $780M (+4.1%) while covered participants moved from 7,606 to 6,550 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,606 $749M Open filing
2023 7,157 $765M This page
2024 · index core 6,550 $780M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Ufcw Union Local No. 655, Food Employer's Joint Pe's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies in GA ($765M); by covered participants it is Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund in NJ (7,170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,157 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 Union Local No. 655, Food Employer's Joint Pe assets move in 2023? ▼
Ufcw Union Local No. 655, Food Employer's Joint Pe edged up modestly - up 2.2% during 2023, from $749M to $765M. Reported net income was $17M.
How have Board of Trustees of Ufcw Local 655, Food Employers Joint Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Ufcw Local 655, Food Employers Joint Pension Plan's sponsor-wide assets grew 4.1%, from $749M to $780M.
Where does Ufcw Union Local No. 655, Food Employer's Joint Pe rank by assets among Form 5500 filers? ▼
Ufcw Union Local No. 655, Food Employer's Joint Pe ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ufcw Union Local No. 655, Food Employer's Joint Pe? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies in GA ($765M, 345 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Union Local No. 655, Food Employer's Joint Pe? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund in NJ (7,170 participants, $1.6B in assets).