Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, Ufcw No. California Employers Joint Pension Plan Pension Plan

Data updated 2026-08-25

$2.9B
Total assets Very large vs avg
46,714
Participants Very large workforce
100th
Percentile by assets National rank
$63,115
Avg per participant Low balance/head
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Official DOL plan name: Ufcw No. Califiornia Employers Joint Pension Plan · Sponsored by Board of Trustees, Ufcw No. California Employers Joint Pension Plan · California · Retail Trade

$2.9B in assets, 46,714 participants

Board of Trustees, Ufcw No. California Employers Joint Pension Plan's Ufcw No. Califiornia Employers Joint Pension Plan reported $2.9B in total assets and 46,714 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,388 in Retail Trade (8,414 peers)

Coverage in California

Ufcw No. Califiornia Employers Joint Pension Plan covers 46,714 participants in California, 74x the typical California plan (state average ~630 per filing). Assets: $2.9B.

#8,388
in Retail Trade (8,414 peers)
-1.4%
assets change YoY
30×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ufcw No. Califiornia Employers Joint Pension Plan's outsized position by total assets

Ufcw No. Califiornia Employers Joint Pension Plan vs every filed plan by assets

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

$2,948,345,439 Highest reported value at or above every one 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 No. Califiornia Employers Joint Pension 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 No. Califiornia Employers Joint Pension Plan is a mega filing (46,714 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufcw No. Califiornia Employers Joint Pension Plan reported net income rose from -$533M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
  • Ufcw No. Califiornia Employers Joint Pension Plan reported participants fell from 50,493 in the plan year 2022 filing to 46,714 in the plan year 2023 filing.
  • Ufcw No. Califiornia Employers Joint Pension Plan end-of-year assets fell from $3.0B in the plan year 2022 filing to $2.9B in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 946313554 · Board of Trustees, Ufcw No. California Employers Joint Pension Plan PY 2023 · Defined Benefit (Pension)

Ufcw No. Califiornia Employers Joint Pension Plan · $2.9B · 46,714 · 100th

  • RANK $2.9B
  • PHOTO 46,714
  • IND 100th
  • EOY Defined Benefit (Pension)
  • 5500 near Glaxosmithkline Cash Balance Pension Plan
  • ASSETS ind #8388

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 California →

Ufcw No. Califiornia Employers Joint Pension Plan in the asset neighbourhood

Minnesota Laborers Pension FundMinnesota Laborers Pension F…$3.0BErnst & Young Partnership Defined Benefit Retirement PlanErnst & Young Partnership De…$3.0BUfcw No. Califiornia Employers Joint Pension PlanUfcw No. Califiornia Employe…$2.9BGlaxosmithkline Cash Balance Pension PlanGlaxosmithkline Cash Balance…$2.9BAftra Retirement Plan$2.9B
End-of-year total assets ($B) among Ufcw No. Califiornia Employers Joint Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3.0B
Net Assets (End of Year)$2.9B
Net Income-$11M
Employer EIN946313554
Plan Effective Date1957-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Ufcw No. California Employers Joint Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees, Ufcw No. California Employers Joint Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2.9B 2.143740896674924% vs 2022
2024 filing year
$2.92B$2.94B$2.96B$2.98B$3B 202220232024 $2.99B $2.93B ▼ -2.0%
Year Plans Participants Total Assets
2022 1 50,493 $3.0B
2023 1 46,714 $2.9B
2024 1 43,053 $2.9B

Nearby Defined Benefit (Pension) Plans in California

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

Ufcw No. Califiornia Employers Joint Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000 010203040 Total assets ($B) Participants Ufcw No. Califiornia Employers Joint Pension Plan, Total assets ($B): 2.948345439 · Participants: 46714Ufcw No. Califiornia Employers Joint Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Ufcw No. Califiornia Employers Joint Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Ufcw No. Califiornia Employers Joint Pension Plan side-by-side with 3 peers →

Scale composition for Ufcw No. Califiornia Employers Joint Pension Plan

Ufcw No. Califiornia Employers Joint Pension Plan reports $2.9B in end-of-year assets across 46,714 participants (0.024% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.050% of 93,925,755 covered participants) - about $63,115 per participant (46% of the national average assets-per-participant) . Net income for plan year 2023 was -$11M.

This plan identity (EIN 946313554, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.0B to $2.9B (-2.1%) while covered participants moved from 50,493 to 43,053 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 50,493 $3.0B Open filing
2023 46,714 $2.9B This page
2024 · index core 43,053 $2.9B Open filing

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

Ufcw No. Califiornia Employers Joint Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Glaxosmithkline Cash Balance Pension Plan in PA ($2.9B); by covered participants it is Steelworkers Pension Trust in PA (47,052 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (46,714 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 No. Califiornia Employers Joint Pension Plan assets move in 2023? ▼
Ufcw No. Califiornia Employers Joint Pension Plan edged down modestly - down 1.4% during 2023, from $3.0B to $2.9B. Reported net income was -$11M.
How have Board of Trustees, Ufcw No. California Employers Joint Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Ufcw No. California Employers Joint Pension Plan's sponsor-wide assets declined 2.1%, from $3.0B to $2.9B.
Where does Ufcw No. Califiornia Employers Joint Pension Plan rank by assets among Form 5500 filers? ▼
Ufcw No. Califiornia Employers Joint Pension Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Ufcw No. Califiornia Employers Joint Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Glaxosmithkline Cash Balance Pension Plan in PA ($2.9B, 8,441 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw No. Califiornia Employers Joint Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Steelworkers Pension Trust in PA (47,052 participants, $6.6B 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 946313554.

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.