401(k) · DOL Form 5500 · 2023

Ufcw International Union 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
257
Participants Below avg headcount
88th
Percentile by assets National rank
$262,225
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ufcw International Savings & Retirement Plan for U.S. Officers and Employees · Sponsored by Ufcw International Union · District of Columbia · Other Services

$67M in assets, 257 participants

Ufcw International Union's Ufcw International Savings & Retirement Plan for U.S. Officers and Employees reported $67M in total assets and 257 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,480 in Other Services (7,857 peers)

Coverage in District of Columbia

Ufcw International Savings & Retirement Plan for U.S. Officers and Employees covers 257 participants in District of Columbia, about 18% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $67M.

#7,480
in Other Services (7,857 peers)
+5.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ufcw International Savings & Retirement Plan for U.S. Officers and Employees's outsized position by total assets

Ufcw International Savings & Retirement Plan for U.S. Officers and Employees vs every filed plan by assets

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

$67,391,812 Top 12% higher than 88% 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 International Savings & Retirement Plan for U.S. Officers and Employees 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 International Savings & Retirement Plan for U.S. Officers and Employees sits mid-pack in the medium band (257 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufcw International Savings & Retirement Plan for U.S. Officers and Employees reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ufcw International Savings & Retirement Plan for U.S. Officers and Employees end-of-year assets rose from $64M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Ufcw International Savings & Retirement Plan for U.S. Officers and Employees reported participants rose from 254 in the plan year 2022 filing to 257 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 530220586 · Ufcw International Union PY 2023 · 401(k)

Ufcw International Savings & Retirement Plan for U.S. Officers and Employees · $67M · 257 · 88th

  • NET $67M
  • BOOK 257
  • VS-ST 88th
  • BOY 401(k)
  • SCH near Haymarket Media, Inc. Employee's 401(k) Savings Plan
  • EBSA ind #7480

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 District of Columbia →

Ufcw International Savings & Retirement Plan for U.S. Officers and Employees in the asset neighbourhood

Mechanics Local No. 701 Defined Contribution 401(KMechanics Local No. 701 Defi…$67MCreative Testing Solutions 401(k) Retirement Savings PlanCreative Testing Solutions 4…$67MUfcw International Savings & Retirement Plan for U.S. Officers and EmployeesUfcw International Savings &…$67MHaymarket Media, Inc. Employee's 401(k) Savings PlanHaymarket Media, Inc. Employ…$67MNorris Mclaughlin, P.a. Thrift Savings PlanNorris Mclaughlin, P.a. Thri…$67M
End-of-year total assets ($M) among Ufcw International Savings & Retirement Plan for U.S. Officers and Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$67M
Net Income$4M
Employer EIN530220586
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ufcw International Union)

Sponsor-wide plan assets over time

All Ufcw International Union plans reported in each filing year

Latest sponsor-wide plan assets
$67M 5.521055837670433% vs 2022
2024 filing year
$62M$64M$66M$68M 202220232024 $63.8M $67.3M ▲ +5.5%
Year Plans Participants Total Assets
2022 1 254 $64M
2023 1 257 $67M
2024 1 242 $67M

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ufcw International Savings & Retirement Plan for U.S. Officers and Employees vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Ufcw International Savings & Retirement Plan for U.S. Officers and Employees, Total assets ($B): 0.067391812 · Participants: 257Ufcw International Savings & Retirement Plan for U.S. Officers and EmployeesDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Ufcw International Savings & Retirement Plan for U.S. Officers and Employees vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Ufcw International Savings & Retirement Plan for U.S. Officers and Employees's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Haymarket Media, Inc. Employee's 401(k) Savings Plan in NY ($67M); by covered participants it is Pace Resources, Inc. Retirement Savings Plan in PA (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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 International Savings & Retirement Plan for U.S. Officers and Employees assets move in 2023?
Ufcw International Savings & Retirement Plan for U.S. Officers and Employees grew at a solid clip - up 5.7% during 2023, from $64M to $67M. Reported net income was $4M.
How have Ufcw International Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Ufcw International Union's sponsor-wide assets grew 5.5%, from $64M to $67M.
Where does Ufcw International Savings & Retirement Plan for U.S. Officers and Employees rank by assets among Form 5500 filers?
Ufcw International Savings & Retirement Plan for U.S. Officers and Employees ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ufcw International Savings & Retirement Plan for U.S. Officers and Employees?
Among 401(k) plans in other states, the closest by assets is Haymarket Media, Inc. Employee's 401(k) Savings Plan in NY ($67M, 357 participants).
Which 401(k) plans cover a similar participant headcount to Ufcw International Savings & Retirement Plan for U.S. Officers and Employees?
Among 401(k) plans in other states, the closest by covered participants is Pace Resources, Inc. Retirement Savings Plan in PA (257 participants, $48M in assets).