401(k) · DOL Form 5500 · 2023
Brd of Ttees Ufcw Local One 401(k) Savings Plan 401(k) Plan
Data updated 2026-08-11
- $143M
- Total assets
- 9,227
- Participants
- 93rd
- Percentile by assets
- $15,474
- Avg per participant
Official DOL plan name: Ufcw Local One 401(k) Savings Plan · Sponsored by Brd of Ttees Ufcw Local One 401(k) Savings Plan · New York · Retail Trade
$143M in assets, 9,227 participants
Brd of Ttees Ufcw Local One 401(k) Savings Plan's Ufcw Local One 401(k) Savings Plan reported $143M in total assets and 9,227 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #8,097 in Retail Trade (8,414 peers)
Coverage in New York
Ufcw Local One 401(k) Savings Plan covers 9,227 participants in New York, 12x the typical New York plan (state average ~798 per filing). Assets: $143M.
- $143M
- total plan assets (2023 EOY)
- 9,227
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $15,474
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ufcw Local One 401(k) Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Ufcw Local One 401(k) Savings Plan end-of-year assets rose from $124M in the plan year 2022 filing to $143M in the plan year 2023 filing.
- Ufcw Local One 401(k) Savings Plan reported participants rose from 9,033 in the plan year 2022 filing to 9,227 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Ufcw Local One 401(k) Savings Plan reports 9,227 participants - 12x that state average ($143M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | $18M |
| Employer EIN | 166184130 |
| Plan Effective Date | 1974-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brd of Ttees Ufcw Local One 401(k) Savings Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,033 | $124M |
| 2023 | 1 | 9,227 | $143M |
| 2024 | 1 | 9,730 | $154M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ufcw Local One 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Scale composition for Ufcw Local One 401(k) Savings Plan
Ufcw Local One 401(k) Savings Plan reports $143M in end-of-year assets across 9,227 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $15,474 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was $18M.
This plan identity (EIN 166184130, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $124M to $154M (+24.0%) while covered participants moved from 9,033 to 9,730 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,033 | $124M | Open filing |
| 2023 | 9,227 | $143M | This page |
| 2024 · index core | 9,730 | $154M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ufcw Local One 401(k) Savings Plan (401(k), $154M, 9,730 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ufcw Local One 401(k) Savings Plan by total assets, not by location.
- Koons Automotive Group Retirement Savings Plan (VA) $143M · 1,673
- Penske Motor Group, LLC 401(k) Savings Plan (CA) $143M · 983
- 401(k) Savings Plan for Employees of Seattle Times Company and Subsidiaries (WA) $143M · 600
- Foundation Risk Partners 401(k) Plan (FL) $143M · 1,901
Frequently Asked Questions
How did Ufcw Local One 401(k) Savings Plan assets move in 2023? ▼
How have Brd of Ttees Ufcw Local One 401(k) Savings Plan plan assets changed over time? ▼
Where does Ufcw Local One 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ufcw Local One 401(k) Savings Plan? ▼
Next read for Ufcw Local One 401(k) Savings Plan
Filing takeaways
Ways to act on Ufcw Local One 401(k) Savings Plan's numbers.
- By total assets, Ufcw Local One 401(k) Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Brd of Ttees Ufcw Local One 401(k) Savings Plan's sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Retail Trade plans