Defined Benefit (Pension) · DOL Form 5500 · 2022

United Food and Commercial Workers Employers Pension Plan Pension Plan

Data updated 2026-08-25

$450M
Total assets Above avg plan size
278
Participants Below avg headcount
98th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: United Food and Commercial Workers Unions and Employers Pension Plan · Sponsored by United Food and Commercial Workers Employers Pension Plan · Wisconsin · Retail Trade

$450M in assets, 278 participants

United Food and Commercial Workers Employers Pension Plan's United Food and Commercial Workers Unions and Employers Pension Plan reported $450M in total assets and 278 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #9,386 in Retail Trade (9,519 peers)

Coverage in Wisconsin

United Food and Commercial Workers Unions and Employers Pension Plan covers 278 participants in Wisconsin, about 49% of the average Wisconsin filer (state average ~563 per filing). Assets: $450M.

#9,386
in Retail Trade (9,519 peers)
-5.9%
assets change YoY
4.5×
vs typical plan assets (national mean)

The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Food and Commercial Workers Unions and Employers Pension Plan's outsized position by total assets

United Food and Commercial Workers Unions and Employers Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$450,141,117 Top 2% higher than 98% of 139,123 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 2022

United Food and Commercial Workers Unions and Employers Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Food and Commercial Workers Unions and Employers Pension Plan sits mid-pack in the medium band (278 participants).

Plan-year Form 5500 strip

Filing strip 396069053 · United Food and Commercial Workers Employers Pension Plan PY 2022 · Defined Benefit (Pension)

United Food and Commercial Workers Unions and Employers Pension Plan · $450M · 278 · 98th

  • PCT $450M
  • EIN 278
  • RANK 98th
  • PHOTO Defined Benefit (Pension)
  • IND near Local 351 IBEW Pension Plan
  • EOY ind #9386

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 Wisconsin →

United Food and Commercial Workers Unions and Employers Pension Plan in the asset neighbourhood

Administrative District Council 1 Pension FundAdministrative District Coun…$453MDiageo North America, Inc. Cash Balance Pension PlanDiageo North America, Inc. C…$450MLocal 351 IBEW Pension Plan$450MUnited Food and Commercial Workers Unions and Employers Pension PlanUnited Food and Commercial W…$450MSt. Lukes Health Network Pension PlanSt. Lukes Health Network Pen…$450M
End-of-year total assets ($M) among United Food and Commercial Workers Unions and Employers Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$478M
Net Assets (End of Year)$450M
Net Income-$28M
Employer EIN396069053
Plan Effective Date1963-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Food and Commercial Workers Employers Pension Plan)

Sponsor-wide plan assets over time

All United Food and Commercial Workers Employers Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$475M 5.448120172501372% vs 2022
2023 filing year
$440M$450M$460M$470M$480M 20222023 $450M $475M ▲ +5.4%
Year Plans Participants Total Assets
2022 1 278 $450M
2023 1 278 $475M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

United Food and Commercial Workers Unions and Employers Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 01234 Total assets ($B) Participants United Food and Commercial Workers Unions and Employers Pension Plan, Total assets ($B): 0.450141117 · Participants: 278United Food and Commercial Workers Unions and Employers Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
United Food and Commercial Workers Unions and Employers Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare United Food and Commercial Workers Unions and Employers Pension Plan side-by-side with 3 peers →

United Food and Commercial Workers Unions and Employers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Local 351 IBEW Pension Plan in NJ ($450M); by covered participants it is The Farmers Automobile Insurance Association Retirement Plan in IL (278 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($450M here).

Similar participant headcount

Nearest other-state filings by covered participants (278 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did United Food and Commercial Workers Unions and Employers Pension Plan assets move in 2022? ▼
United Food and Commercial Workers Unions and Employers Pension Plan pulled back noticeably - down 5.9% during 2022, from $478M to $450M. Reported net income was -$28M.
How have United Food and Commercial Workers Employers Pension Plan plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), United Food and Commercial Workers Employers Pension Plan's sponsor-wide assets grew 5.4%, from $450M to $475M.
Where does United Food and Commercial Workers Unions and Employers Pension Plan rank by assets among Form 5500 filers? ▼
United Food and Commercial Workers Unions and Employers Pension Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to United Food and Commercial Workers Unions and Employers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 351 IBEW Pension Plan in NJ ($450M, 2,011 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Food and Commercial Workers Unions and Employers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Farmers Automobile Insurance Association Retirement Plan in IL (278 participants, $75M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 396069053.

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.