Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-06

$765M
Total assets
7,157
Participants
98th
Percentile by assets
$106,930
Avg per participant
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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.

  • 98th percentile by assets (of 126,618 plans)
  • #8,273 in Retail Trade (8,373 peers)

Coverage in Missouri

Ufcw Union Local No. 655, Food Employer's Joint Pe covers 7,157 participants in Missouri, 9.5x the typical Missouri plan (state average ~756 per filing). Assets: $765M.

$765M
total plan assets (2023 EOY)
7,157
covered participants
98th
percentile by assets (of 126,618 plans)
$106,930
avg assets per participant

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 2023→2024 release diff →

State
Industry

Participants vs Missouri filers

In Missouri, the average filing covers about 756 participants across 2,155 plans. Ufcw Union Local No. 655, Food Employer's Joint Pe reports 7,157 participants - 9.5x that state average ($765M EOY assets).

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)

$740M$750M$760M$770M$780M$790M 202220232024 $749M $780M ▲ +4.1%
Total plan assets by year, all Board of Trustees of Ufcw Local 655, Food Employers Joint Pension Plan plans on file
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

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.…Boilermaker-Blacksmi…Ameren Retirement PlanCo-Op Retirement PlanEmerson Electric Com…Carpenters Pension T…
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 (0.007% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.008% of 89,805,449 covered participants) - about $106,930 per participant (78% 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:

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Ufcw Union Local No. 655, Food Employer's Joint Pe by total assets, not by location.

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 126,618 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).

Next read for Ufcw Union Local No. 655, Food Employer'…

Filing takeaways

Ways to act on Ufcw Union Local No. 655, Food Employer's Joint Pe's numbers.

  • By total assets, Ufcw Union Local No. 655, Food Employer's Joint Pe ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Missouri. Compare plans
  • Board of Trustees of Ufcw Local 655, Food Employers Joint Pension Plan's sponsor-wide assets have grown 4.1% since 2022 across 3 plan years on file. More Retail Trade plans