Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees-Ufcw Local 174 Retail Pension Fund Pension Plan

Data updated 2026-08-25

$955K
Total assets Small plan by assets: N/A
Participants Small participant base: 23rd
Percentile by assets National rank

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Official DOL plan name: Ufcw Local 174 Retail Pension Fund · Sponsored by Board of Trustees-Ufcw Local 174 Retail Pension Fund · New Jersey · Retail Trade

$955K in assets, N/A participants

Board of Trustees-Ufcw Local 174 Retail Pension Fund's Ufcw Local 174 Retail Pension Fund reported $955K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

#2,998 in Retail Trade (8,414 peers)

What the 2023 filing shows

Ufcw Local 174 Retail Pension Fund holds $955K for N/A participants, among the smaller plans by assets on file.

#2,998
in Retail Trade (8,414 peers): +0.2%
assets growth YoY

Ufcw Local 174 Retail Pension Fund among the smaller filed plans by assets

Ufcw Local 174 Retail Pension Fund vs every filed plan by assets

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

$954,780 23rd percentile higher than 23% 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.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Ufcw Local 174 Retail Pension Fund reported net income fell from $17K in the plan year 2022 filing to $5K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131845497 · Board of Trustees-Ufcw Local 174 Retail Pension Fund PY 2023 · Defined Benefit (Pension)

Ufcw Local 174 Retail Pension Fund · $955K · N/A · 23rd

BOOK $955K
BOOK N/A
BOOK 23rd
BOOK Defined Benefit (Pension)
BOOK near New Bedford Longshoremen's Pension Plan
BOOK ind #2998

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 Jersey →

End-of-year total assets ($M) among Ufcw Local 174 Retail Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$953K
Net Assets (End of Year)	$949K
Net Income	$5K
Employer EIN	131845497
Plan Effective Date	1957-01-24
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees-Ufcw Local 174 Retail Pension Fund)

Latest sponsor-wide plan assets: $872K 8.50095147378779% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$953K
2023	1	N/A	$955K
2024	1	N/A	$872K

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Ufcw Local 174 Retail Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

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

Compare Ufcw Local 174 Retail Pension Fund side-by-side with 3 peers →

Ufcw Local 174 Retail 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 New Bedford Longshoremen's Pension Plan in MA at $955K (this filing: $955K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($955K here).

New Bedford Longshoremen's Pension Plan (MA) $955K · 31
W.C. Mcquaide, Inc. Hourly Employees' Pension Plan (PA) $954K · 8
Cbase Solutions Corp. Defined Benefit Pension Plan (CA) $954K · 3
Brian Catalina Entertainment Defined Benefit Pension Plan (CA) $950K · 2

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 174 Retail Pension Fund assets move in 2023? ▼

Ufcw Local 174 Retail Pension Fund held essentially flat - up 0.2% during 2023, from $953K to $955K. Reported net income was $5K.

How have Board of Trustees-Ufcw Local 174 Retail Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees-Ufcw Local 174 Retail Pension Fund's sponsor-wide assets declined 8.5%, from $953K to $872K.

Where does Ufcw Local 174 Retail Pension Fund rank by assets among Form 5500 filers? ▼

Ufcw Local 174 Retail Pension Fund ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Ufcw Local 174 Retail Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is New Bedford Longshoremen's Pension Plan in MA ($955K, 31 participants).

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 131845497.