Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, So Ca Ufcw Unions & Food Employers Pension Plan

Data updated 2026-08-25

$5.2B
Total assets Very large vs avg
51,823
Participants Very large workforce
100th
Percentile by assets National rank
$100,997
Avg per participant Below avg balance/head
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Official DOL plan name: Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund · Sponsored by Board of Trustees, So Ca Ufcw Unions & Food Employers · California · Retail Trade

$5.2B in assets, 51,823 participants

Board of Trustees, So Ca Ufcw Unions & Food Employers's Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund reported $5.2B in total assets and 51,823 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.

  • #8,399 in Retail Trade (8,414 peers)

Coverage in California

Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund covers 51,823 participants in California, 82x the typical California plan (state average ~630 per filing). Assets: $5.2B.

#8,399
in Retail Trade (8,414 peers)
+6.3%
assets growth YoY
53×
vs typical plan assets (national mean)

Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's outsized position by total assets

Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund vs every filed plan by assets

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

$5,233,959,073 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

Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund'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. Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund is a mega filing (51,823 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund reported net income rose from -$417M in the plan year 2022 filing to $311M in the plan year 2023 filing.
  • Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund reported participants fell from 56,802 in the plan year 2022 filing to 51,823 in the plan year 2023 filing.
  • Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund end-of-year assets rose from $4.9B in the plan year 2022 filing to $5.2B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951939092 · Board of Trustees, So Ca Ufcw Unions & Food Employers PY 2023 · Defined Benefit (Pension)

Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund · $5.2B · 51,823 · 100th

  • EBSA $5.2B
  • PART 51,823
  • TYPE 100th
  • NET Defined Benefit (Pension)
  • BOOK near Textron Master Retirement Plan
  • VS-ST ind #8399

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 →

Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund in the asset neighbourhood

Nationwide Retirement Plan$5.3BMid-America Carpenters Regional Council Pension FundMid-America Carpenters Regio…$5.3BThe Bank of New York Mellon Corporation Pension PlanThe Bank of New York Mellon …$5.3BTextron Master Retirement PlanTextron Master Retirement Pl…$5.2BSouthern California Ufcw Unions and Food Employers Joint Pension Trust FundSouthern California Ufcw Uni…$5.2B
End-of-year total assets ($B) among Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4.9B
Net Assets (End of Year)$5.2B
Net Income$311M
Employer EIN951939092
Plan Effective Date1957-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, So Ca Ufcw Unions & Food Employers)

Sponsor-wide plan assets over time

All Board of Trustees, So Ca Ufcw Unions & Food Employers plans reported in each filing year

Latest sponsor-wide plan assets
$6.5B 31.998316276574236% vs 2022
2024 filing year
$4.5B$5B$5.5B$6B$6.5B$7B 202220232024 $4.92B $6.5B ▲ +32.1%
Year Plans Participants Total Assets
2022 1 56,802 $4.9B
2023 1 51,823 $5.2B
2024 1 54,456 $6.5B

Nearby Defined Benefit (Pension) Plans in California

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

Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000 010203040 Total assets ($B) Participants Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund, Total assets ($B): 5.233959073 · Participants: 51823Southern California Ufcw Unions and Food Employers Joint Pension Trust FundKaiser 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
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund side-by-side with 3 peers →

Scale composition for Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund

Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund reports $5.2B in end-of-year assets across 51,823 participants (0.042% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.055% of 93,925,755 covered participants) - about $100,997 per participant (73% of the national average assets-per-participant) . Net income for plan year 2023 was $311M.

This plan identity (EIN 951939092, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.9B to $6.5B (+32.0%) while covered participants moved from 56,802 to 54,456 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 56,802 $4.9B Open filing
2023 51,823 $5.2B This page
2024 · index core 54,456 $6.5B Open filing

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

Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Textron Master Retirement Plan in RI ($5.2B); by covered participants it is Southern Nevada Culinary and Bartenders Pension Plan in NV (50,789 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (51,823 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 Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund assets move in 2023? ▼
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund grew at a solid clip - up 6.3% during 2023, from $4.9B to $5.2B. Reported net income was $311M.
How have Board of Trustees, So Ca Ufcw Unions & Food Employers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, So Ca Ufcw Unions & Food Employers's sponsor-wide assets grew 32.0%, from $4.9B to $6.5B.
Where does Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund rank by assets among Form 5500 filers? ▼
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund 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 Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Textron Master Retirement Plan in RI ($5.2B, 7,320 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southern Nevada Culinary and Bartenders Pension Plan in NV (50,789 participants, N/A 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 951939092.

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.