Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of the Central Ohio Ufcw Unions and Employers Pensio Pension Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 1,208
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $44,964
- Avg per participant Low balance/head
Official DOL plan name: Central Ohio Ufcw Unions and Retail Employers Pension Plan · Sponsored by Board of Trustees of the Central Ohio Ufcw Unions and Employers Pensio · Ohio · Finance & Insurance
$54M in assets, 1,208 participants
Board of Trustees of the Central Ohio Ufcw Unions and Employers Pensio's Central Ohio Ufcw Unions and Retail Employers Pension Plan reported $54M in total assets and 1,208 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #7,014 in Finance & Insurance (8,869 peers)
Where Central Ohio Ufcw Unions and Retail Employers Pension Plan sits by assets
Central Ohio Ufcw Unions and Retail Employers Pension Plan sits in the top quartile of all filed plans by assets, $54M for 1,208 participants (~$44,964/participant), up 4.7% in 2023.
- #7,014
- in Finance & Insurance (8,869 peers)
- +4.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Central Ohio Ufcw Unions and Retail Employers Pension Plan's outsized position by total assets
Central Ohio Ufcw Unions and Retail Employers Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$54,317,084 Top 14% higher than 86% 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
Central Ohio Ufcw Unions and Retail Employers Pension Plan'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. Central Ohio Ufcw Unions and Retail Employers Pension Plan lands in the large band (1,208 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Central Ohio Ufcw Unions and Retail Employers Pension Plan reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Central Ohio Ufcw Unions and Retail Employers Pension Plan reported participants rose from 1,006 in the plan year 2022 filing to 1,208 in the plan year 2023 filing.
- Central Ohio Ufcw Unions and Retail Employers Pension Plan end-of-year assets rose from $52M in the plan year 2022 filing to $54M in the plan year 2023 filing.
DOL schedule card
Filing strip 316089169 · Board of Trustees of the Central Ohio Ufcw Unions and Employers Pensio PY 2023 · Defined Benefit (Pension)
Central Ohio Ufcw Unions and Retail Employers Pension Plan · $54M · 1,208 · 86th
- SCH $54M
- SCH 1,208
- SCH 86th
- SCH Defined Benefit (Pension)
- SCH near Plumbers and Pipefitters Local Union 553 Pension Plan
- SCH ind #7014
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 Finance & Insurance retirement plans → · Plans in Ohio →
Central Ohio Ufcw Unions and Retail Employers Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $2M |
| Employer EIN | 316089169 |
| Plan Effective Date | 1967-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Central Ohio Ufcw Unions and Employers Pensio)
Sponsor-wide plan assets over time
All Board of Trustees of the Central Ohio Ufcw Unions and Employers Pensio plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 9.972125165888892% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,006 | $52M |
| 2023 | 1 | 1,208 | $54M |
| 2024 | 1 | 791 | $57M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- American Electric Power System Retirement Plan $4.5B · 15,595
- Parker Defined Benefit Plan $3.7B · 191
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
Central Ohio Ufcw Unions and Retail Employers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Plumbers and Pipefitters Local Union 553 Pension Plan in IL ($54M); by covered participants it is Coca-Cola Bottling Company United, Inc. Retirement Plan in AL (1,208 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- Plumbers and Pipefitters Local Union 553 Pension Plan (IL) $54M · 245
- Iron Workers No 28 Pension Fund (VA) $54M · 236
- Teamsters Local 211 Pension Fund (PA) $54M · 26
- Univest Financial Corporation Retirement Plan (PA) $54M · 148
Similar participant headcount
Nearest other-state filings by covered participants (1,208 participants); asset peers above are excluded.
- Coca-Cola Bottling Company United, Inc. Retirement Plan (AL) 1,208 · 0 off
- Pension Fund of Cement Masons Union Local No. 502 (IL) 1,207 · 1 off
- California Water Service Company Pension Plan (CA) 1,207 · 1 off
- Employee Retirement Plan of S&p Global Inc and Its Subsidiaries (NY) 1,209 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.