Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Ufcw No. California Employers Joint Pension Plan Pension Plan
Data updated 2026-08-11
- $2.9B
- Total assets
- 46,714
- Participants
- 100th
- Percentile by assets
- $63,115
- Avg per participant
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.
- 100th percentile by assets (of 127,072 plans)
- #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.
- $2.9B
- total plan assets (2023 EOY)
- 46,714
- covered participants
- 100th
- percentile by assets (of 127,072 plans)
- $63,115
- avg assets per participant
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.
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Ufcw No. Califiornia Employers Joint Pension Plan reports 46,714 participants - 74x that state average ($2.9B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $3.0B |
|---|---|
| Net Assets (End of Year) | $2.9B |
| Net Income | -$11M |
| Employer EIN | 946313554 |
| Plan Effective Date | 1957-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Ufcw No. California Employers Joint Pension Plan)
| 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
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
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. California Employers Joint Pension Plan (Defined Benefit (Pension), $2.9B, 43,053 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ufcw No. Califiornia Employers Joint Pension Plan by total assets, not by location.
- Glaxosmithkline Cash Balance Pension Plan (PA) $2.9B · 8,441
- Ernst & Young Partnership Defined Benefit Retirement Plan (NJ) $3.0B · 3,810
- Aftra Retirement Plan (NY) $2.9B · 17,061
- Minnesota Laborers Pension Fund (MN) $3.0B · 10,029
Frequently Asked Questions
How did Ufcw No. Califiornia Employers Joint Pension Plan assets move in 2023? ▼
How have Board of Trustees, Ufcw No. California Employers Joint Pension Plan plan assets changed over time? ▼
Where does Ufcw No. Califiornia Employers Joint Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ufcw No. Califiornia Employers Joint Pension Plan? ▼
Next read for Ufcw No. Califiornia Employers Joint Pen…
Filing takeaways
Ways to act on Ufcw No. Califiornia Employers Joint Pension Plan's numbers.
- By total assets, Ufcw No. Califiornia Employers Joint Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Board of Trustees, Ufcw No. California Employers Joint Pension Plan's sponsor-wide assets have declined 2.1% since 2022 across 3 plan years on file. More Retail Trade plans