401(k) · DOL Form 5500 · 2023

Board of Trustees, Ufcw Local 152 Saving 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
17,604
Participants Very large workforce
81st
Percentile by assets National rank
$1,889
Avg per participant Low balance/head
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Official DOL plan name: Ufcw Local 152 Savings Plan · Sponsored by Board of Trustees, Ufcw Local 152 Saving · New Jersey · Retail Trade

$33M in assets, 17,604 participants

Board of Trustees, Ufcw Local 152 Saving's Ufcw Local 152 Savings Plan reported $33M in total assets and 17,604 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,467 in Retail Trade (8,414 peers)

Coverage in New Jersey

Ufcw Local 152 Savings Plan covers 17,604 participants in New Jersey, 21x the typical New Jersey plan (state average ~844 per filing). Assets: $33M.

#7,467
in Retail Trade (8,414 peers)
-0.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $157K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ufcw Local 152 Savings Plan's outsized position by total assets

Ufcw Local 152 Savings Plan vs every filed plan by assets

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

$33,248,852 Top 19% higher than 81% 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 Local 152 Savings Plan's mega-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 Local 152 Savings Plan is a mega filing (17,604 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufcw Local 152 Savings Plan reported net income rose from -$3M in the plan year 2022 filing to -$157K in the plan year 2023 filing.
  • Ufcw Local 152 Savings Plan reported participants rose from 17,164 in the plan year 2022 filing to 17,604 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 236421914 · Board of Trustees, Ufcw Local 152 Saving PY 2023 · 401(k)

Ufcw Local 152 Savings Plan · $33M · 17,604 · 81st

  • BOOK $33M
  • VS-ST 17,604
  • BOY 81st
  • SCH 401(k)
  • EBSA near The Liberty Lines 401(k)
  • PART ind #7467

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 New Jersey →

Ufcw Local 152 Savings Plan in the asset neighbourhood

Ufcw Local 152 Savings Plan$33MThe Liberty Lines 401(k)$33MKirwan Surgical Products 401(k) Profit Sharing PlanKirwan Surgical Products 401…$33MCredit Union 1 Profit Sharing/401(k) PlanCredit Union 1 Profit Sharin…$33MValley View Casino 401(k) Plan & TrustValley View Casino 401(k) Pl…$33M
End-of-year total assets ($M) among Ufcw Local 152 Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$32M
Net Income-$157K
Employer EIN236421914
Plan Effective Date1966-09-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Ufcw Local 152 Saving)

Sponsor-wide plan assets over time

All Board of Trustees, Ufcw Local 152 Saving plans reported in each filing year

Latest sponsor-wide plan assets
$33M 1.6812373665113296% vs 2022
2024 filing year
$32.6M$32.8M$33M$33.2M$33.4M 202220232024 $33.3M $32.8M ▼ -1.7%
Year Plans Participants Total Assets
2022 1 17,164 $33M
2023 1 17,604 $33M
2024 1 18,121 $33M

Nearby 401(k) Plans in New Jersey

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

Ufcw Local 152 Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000 -1001020304050 Total assets ($B) Participants Ufcw Local 152 Savings Plan, Total assets ($B): 0.033248852 · Participants: 17604Ufcw Local 152 Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Ufcw Local 152 Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Ufcw Local 152 Savings Plan side-by-side with 3 peers →

Ufcw Local 152 Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is The Liberty Lines 401(k) in NY ($33M); by covered participants it is Peraton Corp. Retirement Savings Plan in VA (17,590 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (17,604 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 Local 152 Savings Plan assets move in 2023? ▼
Ufcw Local 152 Savings Plan held essentially flat - down 0.3% during 2023, from $33M to $33M. Reported net income was -$157K.
How have Board of Trustees, Ufcw Local 152 Saving plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Ufcw Local 152 Saving's sponsor-wide assets declined 1.7%, from $33M to $33M.
Where does Ufcw Local 152 Savings Plan rank by assets among Form 5500 filers? ▼
Ufcw Local 152 Savings Plan ranks in the 81st 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 Local 152 Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Liberty Lines 401(k) in NY ($33M, 697 participants).
Which 401(k) plans cover a similar participant headcount to Ufcw Local 152 Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peraton Corp. Retirement Savings Plan in VA (17,590 participants, $2.1B 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 236421914.

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.