Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Ufcw Heartland Pension Fund Pension Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
554
Participants Below avg headcount
87th
Percentile by assets National rank
$107,492
Avg per participant Below avg balance/head
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Official DOL plan name: Ufcw Heartland Pension Fund · Sponsored by Board of Trustees of Ufcw Heartland Pension Fund · Ohio · Finance & Insurance

$60M in assets, 554 participants

Board of Trustees of Ufcw Heartland Pension Fund's Ufcw Heartland Pension Fund reported $60M in total assets and 554 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,126 in Finance & Insurance (8,869 peers)

Where Ufcw Heartland Pension Fund sits by assets

Ufcw Heartland Pension Fund sits in the top quartile of all filed plans by assets, $60M for 554 participants (~$107,492/participant), down 0.8% in 2023.

#7,126
in Finance & Insurance (8,869 peers)
-0.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $529K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ufcw Heartland Pension Fund's outsized position by total assets

Ufcw Heartland Pension Fund vs every filed plan by assets

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

$59,550,700 Top 13% higher than 87% 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 Heartland Pension Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufcw Heartland Pension Fund sits mid-pack in the medium band (554 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufcw Heartland Pension Fund reported net income rose from -$12M in the plan year 2022 filing to -$529K in the plan year 2023 filing.
  • Ufcw Heartland Pension Fund reported participants rose from 443 in the plan year 2022 filing to 554 in the plan year 2023 filing.
  • Ufcw Heartland Pension Fund end-of-year assets fell from $60M in the plan year 2022 filing to $60M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 316056028 · Board of Trustees of Ufcw Heartland Pension Fund PY 2023 · Defined Benefit (Pension)

Ufcw Heartland Pension Fund · $60M · 554 · 87th

  • BOY $60M
  • SCH 554
  • EBSA 87th
  • PART Defined Benefit (Pension)
  • TYPE near Signature Healthcare Retirement Plan C
  • NET ind #7126

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 →

Ufcw Heartland Pension Fund in the asset neighbourhood

Flint Area Sheet Metal Workers Local 7-4 Pension FundFlint Area Sheet Metal Worke…$60MPension Plan for Employees of the Mutuel Department of the New York Racing Association, Inc.Pension Plan for Employees o…$60MUfcw Heartland Pension Fund$60MSignature Healthcare Retirement Plan CSignature Healthcare Retirem…$60MPlumbers & Fitters Local Union 295 Pension PlanPlumbers & Fitters Local Uni…$60M
End-of-year total assets ($M) among Ufcw Heartland Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$59M
Net Income-$529K
Employer EIN316056028
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Ufcw Heartland Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Ufcw Heartland Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$59M 2.1726810437091375% vs 2022
2024 filing year
$58.5M$59M$59.5M$60M$60.5M 202220232024 $60.1M $58.8M ▼ -2.2%
Year Plans Participants Total Assets
2022 1 443 $60M
2023 1 554 $60M
2024 1 373 $59M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Ufcw Heartland Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Ufcw Heartland Pension Fund, Total assets ($B): 0.0595507 · Participants: 554Ufcw Heartland Pension FundFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Ufcw Heartland Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Ufcw Heartland Pension Fund side-by-side with 3 peers →

Ufcw Heartland Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Signature Healthcare Retirement Plan C in MA ($60M); by covered participants it is U.a. Local 13 Pension Fund in NY (554 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (554 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 Heartland Pension Fund assets move in 2023? ▼
Ufcw Heartland Pension Fund held essentially flat - down 0.8% during 2023, from $60M to $60M. Reported net income was -$529K.
How have Board of Trustees of Ufcw Heartland Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Ufcw Heartland Pension Fund's sponsor-wide assets declined 2.2%, from $60M to $59M.
Where does Ufcw Heartland Pension Fund rank by assets among Form 5500 filers? ▼
Ufcw Heartland Pension Fund ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to Ufcw Heartland Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Signature Healthcare Retirement Plan C in MA ($60M, 264 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Heartland Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is U.a. Local 13 Pension Fund in NY (554 participants, $360M 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 316056028.

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.