Defined Benefit (Pension) · DOL Form 5500 · 2024

Ufcw Local 50 Pension Fund Board of Trustees Pension Plan

Data updated 2026-08-25

$974K
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 50 Pension Fund · Sponsored by Ufcw Local 50 Pension Fund Board of Trustees · New Jersey · Retail Trade

$974K in assets, N/A participants

Ufcw Local 50 Pension Fund Board of Trustees's Ufcw Local 50 Pension Fund reported $974K in total assets and N/A participants in its 2024 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.

#2,824 in Retail Trade (8,048 peers)

What the 2024 filing shows

Ufcw Local 50 Pension Fund holds $974K for N/A participants, among the smaller plans by assets on file.

#2,824
in Retail Trade (8,048 peers): -1.2%
assets change YoY

The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ufcw Local 50 Pension Fund among the smaller filed plans by assets

Ufcw Local 50 Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$973,982 23rd percentile higher than 23% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Ufcw Local 50 Pension Fund reported net income fell from $62K in the plan year 2023 filing to -$13K in the plan year 2024 filing.
Ufcw Local 50 Pension Fund end-of-year assets fell from $986K in the plan year 2023 filing to $974K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 136696824 · Ufcw Local 50 Pension Fund Board of Trustees PY 2024 · Defined Benefit (Pension)

Ufcw Local 50 Pension Fund · $974K · N/A · 23rd

RANK $974K
PHOTO N/A
IND 23rd
EOY Defined Benefit (Pension)
5500 near Pension Plan of the Cly-Del Manufacturing Company
ASSETS ind #2824

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 50 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$986K
Net Assets (End of Year)	$954K
Net Income	-$13K
Employer EIN	136696824
Plan Effective Date	1949-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ufcw Local 50 Pension Fund Board of Trustees)

Latest sponsor-wide plan assets: $974K 4.705941795750839% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$930K
2023	1	N/A	$986K
2024	1	N/A	$974K

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Ufcw Local 50 Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Retirement Plan of Johnson and Johnson $21.1B · 37,882
JPMorgan Chase Retirement Plan $16.1B · 83,812
Nokia Retirement Income Plan $12.9B · 7,280
The Prudential Merged Retirement Plan $12.0B · 16,233
Merck US Pension Plan $10.1B · 26,843

Compare Ufcw Local 50 Pension Fund side-by-side with 3 peers →

Ufcw Local 50 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 Pension Plan of the Cly-Del Manufacturing Company in CT at $974K (this filing: $974K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($974K here).

Pension Plan of the Cly-Del Manufacturing Company (CT) $974K · N/A
Concession & Program Employees Local 468 Pension Plan (CA) $971K · N/A
Iracore International, LLC Retirement Income Plan (MN) $978K · 31
Bertha Cabrera, M.D., S.C. Retirement Plan and Trust (IL) $969K · 2

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ufcw Local 50 Pension Fund assets move in 2024? ▼

Ufcw Local 50 Pension Fund edged down modestly - down 1.2% during 2024, from $986K to $974K. Reported net income was -$13K.

How have Ufcw Local 50 Pension Fund Board of Trustees plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ufcw Local 50 Pension Fund Board of Trustees's sponsor-wide assets grew 4.7%, from $930K to $974K.

Where does Ufcw Local 50 Pension Fund rank by assets among Form 5500 filers? ▼

Ufcw Local 50 Pension Fund ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Ufcw Local 50 Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of the Cly-Del Manufacturing Company in CT ($974K, N/A participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 136696824.