Defined Benefit (Pension) · DOL Form 5500 · 2023

Brd of Ttees Ufcw Local One Pension Fund Pension Plan

Data updated 2026-08-25

$988M
Total assets Above avg plan size
270
Participants Below avg headcount
99th
Percentile by assets National rank
$3.7M
Avg per participant High balance/head
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Official DOL plan name: Ufcw Local One Pension Fund · Sponsored by Brd of Ttees Ufcw Local One Pension Fund · New York · Retail Trade

$988M in assets, 270 participants

Brd of Ttees Ufcw Local One Pension Fund's Ufcw Local One Pension Fund reported $988M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,343 in Retail Trade (8,414 peers)

Coverage in New York

Ufcw Local One Pension Fund covers 270 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $988M.

#8,343
in Retail Trade (8,414 peers)
+433.5%
assets growth YoY
9.9×
vs typical plan assets (national mean)

Ufcw Local One Pension Fund's outsized position by total assets

Ufcw Local One Pension Fund vs every filed plan by assets

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

$987,863,649 Top 1% higher than 99% 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 Local One Pension Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufcw Local One Pension Fund sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufcw Local One Pension Fund reported net income rose from -$63M in the plan year 2022 filing to $802M in the plan year 2023 filing.
  • Ufcw Local One Pension Fund end-of-year assets rose from $185M in the plan year 2022 filing to $988M in the plan year 2023 filing.
  • Ufcw Local One Pension Fund reported participants fell from 294 in the plan year 2022 filing to 270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 166144007 · Brd of Ttees Ufcw Local One Pension Fund PY 2023 · Defined Benefit (Pension)

Ufcw Local One Pension Fund · $988M · 270 · 99th

  • EBSA $988M
  • PART 270
  • TYPE 99th
  • NET Defined Benefit (Pension)
  • BOOK near Pension Plan for Pactiv Evergreen
  • VS-ST ind #8343

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 New York →

Ufcw Local One Pension Fund in the asset neighbourhood

Pension Plan for Pactiv EvergreenPension Plan for Pactiv Ever…$989MUfcw Local One Pension Fund$988MSnap-on Incorporated Retirement PlanSnap-on Incorporated Retirem…$986MInternational UAW Staff Retirement Income PlanInternational UAW Staff Reti…$985MLocal No. 731, I.B. of T., Pension FundLocal No. 731, I.B. of T., P…$985M
End-of-year total assets ($M) among Ufcw Local One Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$185M
Net Assets (End of Year)$987M
Net Income$802M
Employer EIN166144007
Plan Effective Date1963-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brd of Ttees Ufcw Local One Pension Fund)

Sponsor-wide plan assets over time

All Brd of Ttees Ufcw Local One Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$968M 423.0384015808503% vs 2022
2024 filing year
$0M$500M$1,000M$1,500M 202220232024 $185M $968M ▲ +423.1%
Year Plans Participants Total Assets
2022 1 294 $185M
2023 1 270 $988M
2024 1 125 $968M

Nearby Defined Benefit (Pension) Plans in New York

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

Ufcw Local One Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Ufcw Local One Pension Fund, Total assets ($B): 0.987863649 · Participants: 270Ufcw Local One Pension FundIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Ufcw Local One Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Ufcw Local One Pension Fund side-by-side with 3 peers →

Ufcw Local One Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Plan for Pactiv Evergreen in IL ($989M); by covered participants it is Sheet Metal Workers Local 224 Pension Fund in MI (270 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($988M here).

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Local One Pension Fund assets move in 2023? ▼
Ufcw Local One Pension Fund surged - up 433.5% during 2023, from $185M to $988M. Reported net income was $802M.
How have Brd of Ttees Ufcw Local One Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brd of Ttees Ufcw Local One Pension Fund's sponsor-wide assets grew 423.0%, from $185M to $968M.
Where does Ufcw Local One Pension Fund rank by assets among Form 5500 filers? ▼
Ufcw Local One Pension Fund ranks in the 99th 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 Local One Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Pactiv Evergreen in IL ($989M, 4,379 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Local One Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal Workers Local 224 Pension Fund in MI (270 participants, $69M 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 166144007.

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.