Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Retail Food Employers & Ufcw Local 711 Pension Pension Plan

Data updated 2026-08-25

$355M
Total assets Above avg plan size
8,448
Participants Very large workforce
97th
Percentile by assets National rank
$42,076
Avg per participant Low balance/head
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Official DOL plan name: Retail Food Employers & Ufcw Local 711 Pension · Sponsored by Board of Trustees Retail Food Employers & Ufcw Local 711 Pension · Utah · Retail Trade

$355M in assets, 8,448 participants

Board of Trustees Retail Food Employers & Ufcw Local 711 Pension's Retail Food Employers & Ufcw Local 711 Pension reported $355M in total assets and 8,448 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,245 in Retail Trade (8,414 peers)

Coverage in Utah

Retail Food Employers & Ufcw Local 711 Pension covers 8,448 participants in Utah, 14x the typical Utah plan (state average ~592 per filing). Assets: $355M.

#8,245
in Retail Trade (8,414 peers)
+6.6%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Retail Food Employers & Ufcw Local 711 Pension's outsized position by total assets

Retail Food Employers & Ufcw Local 711 Pension vs every filed plan by assets

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

$355,457,200 Top 3% higher than 97% 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

Retail Food Employers & Ufcw Local 711 Pension'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. Retail Food Employers & Ufcw Local 711 Pension lands in the large band (8,448 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retail Food Employers & Ufcw Local 711 Pension reported net income rose from -$75M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Retail Food Employers & Ufcw Local 711 Pension end-of-year assets rose from $333M in the plan year 2022 filing to $355M in the plan year 2023 filing.
  • Retail Food Employers & Ufcw Local 711 Pension reported participants fell from 8,484 in the plan year 2022 filing to 8,448 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 516031512 · Board of Trustees Retail Food Employers & Ufcw Local 711 Pension PY 2023 · Defined Benefit (Pension)

Retail Food Employers & Ufcw Local 711 Pension · $355M · 8,448 · 97th

  • PART $355M
  • PART 8,448
  • PART 97th
  • PART Defined Benefit (Pension)
  • PART near Retail, Wholesale & Department Store International Union and Industry Pension Fund
  • PART ind #8245

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 Utah →

Retail Food Employers & Ufcw Local 711 Pension in the asset neighbourhood

Pension Fund for Hospital and Health Care Employees, Philadelphia and VicinityPension Fund for Hospital an…$356MRetail, Wholesale & Department Store International Union and Industry Pension FundRetail, Wholesale & Departme…$356MRetail Food Employers & Ufcw Local 711 PensionRetail Food Employers & Ufcw…$355MEl Camino Hospital Cash Balance PlanEl Camino Hospital Cash Bala…$354MLexmark Retirement Growth Account PlanLexmark Retirement Growth Ac…$354M
End-of-year total assets ($M) among Retail Food Employers & Ufcw Local 711 Pension and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$333M
Net Assets (End of Year)$355M
Net Income$22M
Employer EIN516031512
Plan Effective Date1968-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Retail Food Employers & Ufcw Local 711 Pension)

Sponsor-wide plan assets over time

All Board of Trustees Retail Food Employers & Ufcw Local 711 Pension plans reported in each filing year

Latest sponsor-wide plan assets
$367M 9.949748250946957% vs 2022
2024 filing year
$330M$340M$350M$360M$370M 202220232024 $333M $367M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 8,484 $333M
2023 1 8,448 $355M
2024 1 8,046 $367M

Nearby Defined Benefit (Pension) Plans in Utah

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

Retail Food Employers & Ufcw Local 711 Pension vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246810 Total assets ($B) Participants Retail Food Employers & Ufcw Local 711 Pension, Total assets ($B): 0.3554572 · Participants: 8448Retail Food Employers & Ufcw Local 711 PensionDeseret Mutual Master Retirement Plan, Total assets ($B): 7.736829103 · Participants: 11210Deseret Mutual Master Retirement PlanIntermountain Healthcare Pension Plan, Total assets ($B): 3.209613 · Participants: 28140Intermountain Healthcare Pension PlanRio Tinto America Inc. Retirement Plan, Total assets ($B): 0.97177716 · Participants: 1644Rio Tinto America Inc. Retirement PlanAmerica First Credit Union Pension Plan, Total assets ($B): 0.547334141 · Participants: 2464America First Credit Union Pension PlanRetirement Plan for Employees of Intermountain Power Service Corporation, Total assets ($B): 0.314936219 · Participants: 321Retirement Plan for Employees of Intermountain Power Service Corporation
Retail Food Employers & Ufcw Local 711 Pension vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants
Compare Retail Food Employers & Ufcw Local 711 Pension side-by-side with 3 peers →

Scale composition for Retail Food Employers & Ufcw Local 711 Pension

Retail Food Employers & Ufcw Local 711 Pension reports $355M in end-of-year assets across 8,448 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $42,076 per participant (30% of the national average assets-per-participant) . Net income for plan year 2023 was $22M.

This plan identity (EIN 516031512, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $333M to $367M (+9.9%) while covered participants moved from 8,484 to 8,046 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,484 $333M Open filing
2023 8,448 $355M This page
2024 · index core 8,046 $367M Open filing

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

Retail Food Employers & Ufcw Local 711 Pension's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Utah, the nearest Defined Benefit (Pension) by assets is Retail, Wholesale & Department Store International Union and Industry Pension Fund in AL ($356M); by covered participants it is Glaxosmithkline Cash Balance Pension Plan in PA (8,441 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,448 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 Retail Food Employers & Ufcw Local 711 Pension assets move in 2023? ▼
Retail Food Employers & Ufcw Local 711 Pension grew at a solid clip - up 6.6% during 2023, from $333M to $355M. Reported net income was $22M.
How have Board of Trustees Retail Food Employers & Ufcw Local 711 Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Retail Food Employers & Ufcw Local 711 Pension's sponsor-wide assets grew 9.9%, from $333M to $367M.
Where does Retail Food Employers & Ufcw Local 711 Pension rank by assets among Form 5500 filers? ▼
Retail Food Employers & Ufcw Local 711 Pension ranks in the 97th 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 Retail Food Employers & Ufcw Local 711 Pension? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retail, Wholesale & Department Store International Union and Industry Pension Fund in AL ($356M, 1,611 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retail Food Employers & Ufcw Local 711 Pension? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Glaxosmithkline Cash Balance Pension Plan in PA (8,441 participants, $2.9B 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 516031512.

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.