Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, United Food & Commercial Workers Union Local 152 Pension Plan
Data updated 2026-08-25
- $521M
- Total assets Above avg plan size
- 1,478
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $352,653
- Avg per participant High balance/head
Official DOL plan name: United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan · Sponsored by Board of Trustees, United Food & Commercial Workers Union Local 152 · New Jersey · Retail Trade
$521M in assets, 1,478 participants
Board of Trustees, United Food & Commercial Workers Union Local 152's United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan reported $521M in total assets and 1,478 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,281 in Retail Trade (8,414 peers)
Where United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan sits by assets
United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan sits in the top 5% of all filed plans by assets, $521M for 1,478 participants (~$352,653/participant), up 119.1% in 2023.
- #8,281
- in Retail Trade (8,414 peers)
- +119.1%
- assets growth YoY
- 5.2×
- vs typical plan assets (national mean)
United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan's outsized position by total assets
United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$521,221,792 Top 3% higher than 97% 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
United Food & Commercial Workers Union Local 152 Retail Meat Pension 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. United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan lands in the large band (1,478 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan reported net income rose from -$16M in the plan year 2022 filing to $265M in the plan year 2023 filing.
- United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan end-of-year assets rose from $238M in the plan year 2022 filing to $521M in the plan year 2023 filing.
- United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan reported participants fell from 1,535 in the plan year 2022 filing to 1,478 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 236209656 · Board of Trustees, United Food & Commercial Workers Union Local 152 PY 2023 · Defined Benefit (Pension)
United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan · $521M · 1,478 · 97th
- ASSETS $521M
- ASSETS 1,478
- ASSETS 97th
- ASSETS Defined Benefit (Pension)
- ASSETS near W.R. Grace & Co. Retirement Plan for Salaried Employees
- ASSETS ind #8281
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 →
United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $238M |
|---|---|
| Net Assets (End of Year) | $478M |
| Net Income | $265M |
| Employer EIN | 236209656 |
| Plan Effective Date | 1957-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, United Food & Commercial Workers Union Local 152)
Sponsor-wide plan assets over time
All Board of Trustees, United Food & Commercial Workers Union Local 152 plans reported in each filing year
- Latest sponsor-wide plan assets
- $530M 122.7974870073548% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,535 | $238M |
| 2023 | 1 | 1,478 | $521M |
| 2024 | 1 | 1,525 | $530M |
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
United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is W.R. Grace & Co. Retirement Plan for Salaried Employees in MD ($521M); by covered participants it is Glen Raven, Inc. Pension Plan in NC (1,479 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($521M here).
- W.R. Grace & Co. Retirement Plan for Salaried Employees (MD) $521M · 622
- Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees (TN) $521M · 713
- Old Republic International Employees Retirement Plan (IL) $521M · 679
- Conagra Brands, Inc. Pension Plan for Hourly Rate Production Employees (IL) $521M · 2,074
Similar participant headcount
Nearest other-state filings by covered participants (1,478 participants); asset peers above are excluded.
- Glen Raven, Inc. Pension Plan (NC) 1,479 · 1 off
- Laborers Local 57 Industrial Pension Plan (PA) 1,480 · 2 off
- Bridgestone Americas, Inc. Non-Contributory Pension Plan (TN) 1,480 · 2 off
- Memorial Health System Employee Pension Plan (IL) 1,475 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.