Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of Ufcw Int'l Union - Industry Pension Fund Pension Plan

Data updated 2026-08-25

$8.0B
Total assets Very large vs avg
20,680
Participants Very large workforce
100th
Percentile by assets National rank
$385,159
Avg per participant High balance/head
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Official DOL plan name: United Food & Commercial Workers Intl Union - Industry Pension Fund · Sponsored by Trustees of Ufcw Int'l Union - Industry Pension Fund · Illinois · Retail Trade

$8.0B in assets, 20,680 participants

Trustees of Ufcw Int'l Union - Industry Pension Fund's United Food & Commercial Workers Intl Union - Industry Pension Fund reported $8.0B in total assets and 20,680 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,405 in Retail Trade (8,414 peers)

Coverage in Illinois

United Food & Commercial Workers Intl Union - Industry Pension Fund covers 20,680 participants in Illinois, 27x the typical Illinois plan (state average ~779 per filing). Assets: $8.0B.

#8,405
in Retail Trade (8,414 peers)
+0.1%
assets growth YoY
80×
vs typical plan assets (national mean)

The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Food & Commercial Workers Intl Union - Industry Pension Fund's outsized position by total assets

United Food & Commercial Workers Intl Union - Industry Pension Fund vs every filed plan by assets

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

$7,965,094,339 Highest reported value at or above every one of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Intl Union - Industry Pension Fund's mega-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 Intl Union - Industry Pension Fund is a mega filing (20,680 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Food & Commercial Workers Intl Union - Industry Pension Fund reported net income fell from -$3M in the plan year 2022 filing to -$26M in the plan year 2023 filing.
  • United Food & Commercial Workers Intl Union - Industry Pension Fund reported participants rose from 20,170 in the plan year 2022 filing to 20,680 in the plan year 2023 filing.
  • United Food & Commercial Workers Intl Union - Industry Pension Fund end-of-year assets rose from $8.0B in the plan year 2022 filing to $8.0B in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 516055922 · Trustees of Ufcw Int'l Union - Industry Pension Fund PY 2023 · Defined Benefit (Pension)

United Food & Commercial Workers Intl Union - Industry Pension Fund · $8.0B · 20,680 · 100th

  • ASSETS $8.0B
  • PCT 20,680
  • EIN 100th
  • RANK Defined Benefit (Pension)
  • PHOTO near Metlife Retirement Plan
  • IND ind #8405

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 Illinois →

United Food & Commercial Workers Intl Union - Industry Pension Fund in the asset neighbourhood

United Food & Commercial Workers Intl Union - Industry Pension FundUnited Food & Commercial Wor…$8.0BMetlife Retirement Plan$7.9BBoilermaker-Blacksmith National Pension TrustBoilermaker-Blacksmith Natio…$7.8BL3harris Technologies Consolidated Pension PlanL3harris Technologies Consol…$7.7BDeseret Mutual Master Retirement PlanDeseret Mutual Master Retire…$7.7B
End-of-year total assets ($B) among United Food & Commercial Workers Intl Union - Industry Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$8.0B
Net Assets (End of Year)$7.9B
Net Income-$26M
Employer EIN516055922
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Ufcw Int'l Union - Industry Pension Fund)

Sponsor-wide plan assets over time

All Trustees of Ufcw Int'l Union - Industry Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$8.2B 2.739676895430355% vs 2022
2024 filing year
$7.9B$8B$8.1B$8.2B$8.3B 202220232024 $7.96B $8.18B ▲ +2.8%
Year Plans Participants Total Assets
2022 1 20,170 $8.0B
2023 1 20,680 $8.0B
2024 1 20,984 $8.2B

Nearby Defined Benefit (Pension) Plans in Illinois

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

United Food & Commercial Workers Intl Union - Industry Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. 0100002000030000400005000060000 0102030405060 Total assets ($B) Participants United Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement PlanExelon Corporation Retirement Program, Total assets ($B): 6.380359647 · Participants: 9116Exelon Corporation Retirement Program
United Food & Commercial Workers Intl Union - Industry Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare United Food & Commercial Workers Intl Union - Industry Pension Fund side-by-side with 3 peers →

Scale composition for United Food & Commercial Workers Intl Union - Industry Pension Fund

United Food & Commercial Workers Intl Union - Industry Pension Fund reports $8.0B in end-of-year assets across 20,680 participants (0.065% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $385,159 per participant (2.8x the national average assets-per-participant) . Net income for plan year 2023 was -$26M.

This plan identity (EIN 516055922, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.0B to $8.2B (+2.7%) while covered participants moved from 20,170 to 20,984 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 20,170 $8.0B Open filing
2023 20,680 $8.0B This page
2024 · index core 20,984 $8.2B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

United Food & Commercial Workers Intl Union - Industry Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Metlife Retirement Plan in NJ ($7.9B); by covered participants it is Chevron Retirement Plan in CA (20,576 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (20,680 participants); asset peers above are excluded.

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 United Food & Commercial Workers Intl Union - Industry Pension Fund assets move in 2023? ▼
United Food & Commercial Workers Intl Union - Industry Pension Fund held essentially flat - up 0.1% during 2023, from $8.0B to $8.0B. Reported net income was -$26M.
How have Trustees of Ufcw Int'l Union - Industry Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Ufcw Int'l Union - Industry Pension Fund's sponsor-wide assets grew 2.7%, from $8.0B to $8.2B.
Where does United Food & Commercial Workers Intl Union - Industry Pension Fund rank by assets among Form 5500 filers? ▼
United Food & Commercial Workers Intl Union - Industry Pension Fund ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to United Food & Commercial Workers Intl Union - Industry Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Metlife Retirement Plan in NJ ($7.9B, 12,300 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Food & Commercial Workers Intl Union - Industry Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chevron Retirement Plan in CA (20,576 participants, $9.5B in assets).

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 516055922.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.