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
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
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.
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
Missouri filing particulars
| Total Assets (Beginning of Year) | $749M |
|---|---|
| Net Assets (End of Year) | $765M |
| Net Income | $17M |
| Employer EIN | 436058365 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING 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
| 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.
- Boilermaker-Blacksmith National Pension Trust $7.8B · 30,358
- Ameren Retirement Plan $4.7B · 10,156
- Co-Op Retirement Plan $3.5B · 14,993
- Emerson Electric Company Retirement Plan $3.4B · 2,671
- Carpenters Pension Trust Fund of St. Louis $3.3B · 11,420
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 (Defined Benefit (Pension), $780M, 6,550 participants)
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($765M here).
- Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies (GA) $765M · 345
- Hanesbrands Inc. Legacy Pension Plan (NC) $765M · 960
- The Goodyear Tire & Rubber Company Salaried Pension Plan (OH) $765M · 1,694
- Stanley Black & Decker Pension Plan (MD) $764M · 821
Similar participant headcount
Nearest other-state filings by covered participants (7,157 participants); asset peers above are excluded.
- Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund (NJ) 7,170 · 13 off
- Ng Space&mission Systems Corp Salaried Pension Pla (VA) 7,117 · 40 off
- Pension Plan of Local 464a (NJ) 7,110 · 47 off
- Laborers District Council of W PA Pension Fund (PA) 7,100 · 57 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.