401(k) · DOL Form 5500 · 2023

Board of Trustees, Ufcw Investment Savings Plan and 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
2,706
Participants Above avg headcount
80th
Percentile by assets National rank
$11,869
Avg per participant Low balance/head
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Official DOL plan name: Ufcw Investment Savings Plan and Trust · Sponsored by Board of Trustees, Ufcw Investment Savings Plan and · Oregon · Retail Trade

$32M in assets, 2,706 participants

Board of Trustees, Ufcw Investment Savings Plan and's Ufcw Investment Savings Plan and Trust reported $32M in total assets and 2,706 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,440 in Retail Trade (8,414 peers)

Coverage in Oregon

Ufcw Investment Savings Plan and Trust covers 2,706 participants in Oregon, 6.1x the typical Oregon plan (state average ~443 per filing). Assets: $32M.

#7,440
in Retail Trade (8,414 peers)
+16.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ufcw Investment Savings Plan and Trust's outsized position by total assets

Ufcw Investment Savings Plan and Trust vs every filed plan by assets

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

$32,116,161 Top 20% higher than 80% 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 Investment Savings Plan and Trust'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 Investment Savings Plan and Trust lands in the large band (2,706 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufcw Investment Savings Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ufcw Investment Savings Plan and Trust end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911852794 · Board of Trustees, Ufcw Investment Savings Plan and PY 2023 · 401(k)

Ufcw Investment Savings Plan and Trust · $32M · 2,706 · 80th

  • SCH $32M
  • SCH 2,706
  • SCH 80th
  • SCH 401(k)
  • SCH near Sonic Automotive, Inc. Northern California Ula 401(k) Plan
  • SCH ind #7440

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 Oregon →

Ufcw Investment Savings Plan and Trust in the asset neighbourhood

Ufcw Investment Savings Plan and TrustUfcw Investment Savings Plan…$32MSonic Automotive, Inc. Northern California Ula 401(k) PlanSonic Automotive, Inc. North…$32MCentral Wire Inc. 401(k) Retirement PlanCentral Wire Inc. 401(k) Ret…$32MHoag Clinic Medical Groups 401(k) PlanHoag Clinic Medical Groups 4…$32MJazz Basketball Investors LLC 401(k) PlanJazz Basketball Investors LL…$32M
End-of-year total assets ($M) among Ufcw Investment Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN911852794
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Ufcw Investment Savings Plan and)

Sponsor-wide plan assets over time

All Board of Trustees, Ufcw Investment Savings Plan and plans reported in each filing year

Latest sponsor-wide plan assets
$37M 32.05630693055625% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.6M $36.5M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 2,698 $28M
2023 1 2,706 $32M
2024 1 2,893 $37M

Nearby 401(k) Plans in Oregon

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

Ufcw Investment Savings Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -202468 Total assets ($B) Participants Ufcw Investment Savings Plan and Trust, Total assets ($B): 0.032116161 · Participants: 2706Ufcw Investment Savings Plan and Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Ufcw Investment Savings Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Ufcw Investment Savings Plan and Trust side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Sonic Automotive, Inc. Northern California Ula 401(k) Plan in NC ($32M); by covered participants it is Tbc Corporation Safe Harbor 401(k) Plan in FL (2,705 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,706 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 Investment Savings Plan and Trust assets move in 2023? ▼
Ufcw Investment Savings Plan and Trust grew sharply - up 16.2% during 2023, from $28M to $32M. Reported net income was $4M.
How have Board of Trustees, Ufcw Investment Savings Plan and plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Ufcw Investment Savings Plan and's sponsor-wide assets grew 32.1%, from $28M to $37M.
Where does Ufcw Investment Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Ufcw Investment Savings Plan and Trust ranks in the 80th 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 Investment Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sonic Automotive, Inc. Northern California Ula 401(k) Plan in NC ($32M, 389 participants).
Which 401(k) plans cover a similar participant headcount to Ufcw Investment Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Tbc Corporation Safe Harbor 401(k) Plan in FL (2,705 participants, $222M 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 911852794.

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.