401(k) · DOL Form 5500 · 2023
Brd of Ttees Ufcw Local One 401(k) Savings Plan 401(k) Plan
Data updated 2026-08-25
- $143M
- Total assets Near avg plan size
- 9,227
- Participants Very large workforce
- 93rd
- Percentile by assets National rank
- $15,474
- Avg per participant Low balance/head
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.
- #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.
- #8,097
- in Retail Trade (8,414 peers)
- +14.8%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Ufcw Local One 401(k) Savings Plan's outsized position by total assets
Ufcw Local One 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$142,776,749 Top 7% higher than 93% 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
Ufcw Local One 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufcw Local One 401(k) Savings Plan lands in the large band (9,227 participants).
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.
DOL schedule card
Filing strip 166184130 · Brd of Ttees Ufcw Local One 401(k) Savings Plan PY 2023 · 401(k)
Ufcw Local One 401(k) Savings Plan · $143M · 9,227 · 93rd
- PHOTO $143M
- PHOTO 9,227
- PHOTO 93rd
- PHOTO 401(k)
- PHOTO near Koons Automotive Group Retirement Savings Plan
- PHOTO ind #8097
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 401(k) Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Brd of Ttees Ufcw Local One 401(k) Savings Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $154M 23.952859765216033% vs 2022
- 2024 filing year
| 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.
- 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)
Ufcw Local One 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Koons Automotive Group Retirement Savings Plan in VA ($143M); by covered participants it is Roa 401(k) Plan in GA (9,219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($143M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (9,227 participants); asset peers above are excluded.
- Roa 401(k) Plan (GA) 9,219 · 8 off
- Savings Plus Plan, Lam Research 401(k) (CA) 9,237 · 10 off
- Vitas Healthcare Corporation 401(k) Plan (FL) 9,216 · 11 off
- Pella Corporation 401(k) Savings Plan (IA) 9,243 · 16 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.