Defined Benefit (Pension) · DOL Form 5500 · 2023

Unifirst Corporation Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
45
Participants Small participant base
36th
Percentile by assets National rank
$66,390
Avg per participant Below avg balance/head
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Official DOL plan name: Unifirst Corporation Retirement Plan · Sponsored by Unifirst Corporation · Massachusetts · Other Services

$3M in assets, 45 participants

Unifirst Corporation's Unifirst Corporation Retirement Plan reported $3M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,676 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Unifirst Corporation Retirement Plan ranks #4,676 of 7,857 2023 filers by assets (672% of the sector average)-$3M for 45 participants.

#4,676
in Other Services (7,857 peers)
-4.1%
assets change YoY

The plan reported a net loss of $128K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Unifirst Corporation Retirement Plan's mid-pack asset rank among Other Services and all filers

Unifirst Corporation Retirement Plan vs every filed plan by assets

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

$2,987,564 36th percentile higher than 36% 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

Unifirst Corporation Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unifirst Corporation Retirement Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unifirst Corporation Retirement Plan reported net income rose from -$489K in the plan year 2022 filing to -$128K in the plan year 2023 filing.
  • Unifirst Corporation Retirement Plan reported participants fell from 53 in the plan year 2022 filing to 45 in the plan year 2023 filing.
  • Unifirst Corporation Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042103460 · Unifirst Corporation PY 2023 · Defined Benefit (Pension)

Unifirst Corporation Retirement Plan · $3M · 45 · 36th

  • VS-ST $3M
  • VS-ST 45
  • VS-ST 36th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust
  • VS-ST ind #4676

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 Other Services retirement plans → · Plans in Massachusetts →

Unifirst Corporation Retirement Plan in the asset neighbourhood

Unifirst Corporation Retirement PlanUnifirst Corporation Retirem…$3MMorgan Rio Capital Management, LLC Cash Balance Pension Plan and TrustMorgan Rio Capital Managemen…$3MFidelco Guide Dog Foundation, Inc. Pension and Retirement PlanFidelco Guide Dog Foundation…$3MTushar B. Patel Dds, Inc. Defined Benefit Pension PlanTushar B. Patel Dds, Inc. De…$3MMedical Marketplace, Inc. Defined Benefit Pension PlanMedical Marketplace, Inc. De…$3M
End-of-year total assets ($M) among Unifirst Corporation Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$128K
Employer EIN042103460
Plan Effective Date1975-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Unifirst Corporation)

Sponsor-wide plan assets over time

All Unifirst Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$557M 22.23738557035972% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $455M $557M ▲ +22.2%
Year Plans Participants Total Assets
2022 2 10,586 $455M
2023 2 11,532 $514M
2024 2 11,854 $557M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Unifirst Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Unifirst Corporation Retirement Plan, Total assets ($B): 0.002987564 · Participants: 45Unifirst Corporation Retirement PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Unifirst Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Unifirst Corporation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust in NY ($3M); by covered participants it is Cosmetic Laboratories, Inc. Cash Balance Plan in TX (45 participants). Same-state nearby plans are listed separately above.

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 Unifirst Corporation Retirement Plan assets move in 2023?
Unifirst Corporation Retirement Plan edged down modestly - down 4.1% during 2023, from $3M to $3M. Reported net income was -$128K.
How have Unifirst Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Unifirst Corporation's sponsor-wide assets grew 22.2%, from $455M to $557M.
Which Defined Benefit (Pension) plans are similar in size to Unifirst Corporation Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Morgan Rio Capital Management, LLC Cash Balance Pension Plan and Trust in NY ($3M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Unifirst Corporation Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cosmetic Laboratories, Inc. Cash Balance Plan in TX (45 participants, $315 in assets).