Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees-Ufcw Local 174 Pension Fund Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 29th
- Percentile by assets National rank
Official DOL plan name: Ufcw Local 174 Pension Fund · Sponsored by Board of Trustees-Ufcw Local 174 Pension Fund · New Jersey · Wholesale Trade
$2M in assets, N/A participants
Board of Trustees-Ufcw Local 174 Pension Fund's Ufcw Local 174 Pension Fund reported $2M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #1,161 in Wholesale Trade (6,309 peers)
What the 2023 filing shows
Ufcw Local 174 Pension Fund holds $2M for N/A participants, in the lower half of filed plans by assets.
- #1,161
- in Wholesale Trade (6,309 peers)
- +0.7%
- assets growth YoY
Ufcw Local 174 Pension Fund among the smaller filed plans by assets
Ufcw Local 174 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,775,644 29th percentile higher than 29% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ufcw Local 174 Pension Fund reported net income rose from -$212K in the plan year 2022 filing to $9K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 136219542 · Board of Trustees-Ufcw Local 174 Pension Fund PY 2023 · Defined Benefit (Pension)
Ufcw Local 174 Pension Fund · $2M · N/A · 29th
- IND $2M
- IND N/A
- IND 29th
- IND Defined Benefit (Pension)
- IND near Hauser Built Farm & Machine, L.L.C. Defined Benefit Plan
- IND ind #1161
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 Wholesale Trade retirement plans → · Plans in New Jersey →
Ufcw Local 174 Pension Fund in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $9K |
| Employer EIN | 136219542 |
| Plan Effective Date | 1967-01-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees-Ufcw Local 174 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees-Ufcw Local 174 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 6.9619513810600715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $2M |
| 2023 | 1 | N/A | $2M |
| 2024 | 1 | N/A | $2M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
Ufcw Local 174 Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets
Outside New Jersey, the nearest Defined Benefit (Pension) by end-of-year assets is Hauser Built Farm & Machine, L.L.C. Defined Benefit Plan in AZ at $2M (this filing: $2M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.