Defined Benefit (Pension) · DOL Form 5500 · 2024

Ufcw Union Local 1049 Retirement Fund Pension Plan

Data updated 2026-08-25

$83K
Total assets Small plan by assets: N/A
Participants Small participant base: 5th
Percentile by assets National rank

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Official DOL plan name: Ufcw Union Local 1049 Retirement Fund · Sponsored by Ufcw Union Local 1049 Retirement Fund · New Jersey · Retail Trade

$83K in assets, N/A participants

Ufcw Union Local 1049 Retirement Fund's Ufcw Union Local 1049 Retirement Fund reported $83K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

#678 in Retail Trade (8,048 peers)

Ufcw Union Local 1049 Retirement Fund multi-year trail

Ufcw Union Local 1049 Retirement Fund's plans moved -38.0% in assets from 2022 to 2024; this filing shows Ufcw Union Local 1049 Retirement Fund at $83K / N/A participants.

#678
in Retail Trade (8,048 peers): -11.9%
assets change YoY

Ufcw Union Local 1049 Retirement Fund among the smaller filed plans by assets

Ufcw Union Local 1049 Retirement Fund vs every filed plan by assets

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

$82,683 5th percentile higher than 5% 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 Union Local 1049 Retirement Fund reported net income rose from -$37K in the plan year 2023 filing to $5K in the plan year 2024 filing.
Ufcw Union Local 1049 Retirement Fund end-of-year assets fell from $94K in the plan year 2023 filing to $83K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 221468736 · Ufcw Union Local 1049 Retirement Fund PY 2024 · Defined Benefit (Pension)

Ufcw Union Local 1049 Retirement Fund · $83K · N/A · 5th

TYPE $83K
TYPE N/A
TYPE 5th
TYPE Defined Benefit (Pension)
TYPE near Portland Cement Association Retirement Plan
TYPE ind #678

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 Union Local 1049 Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ufcw Union Local 1049 Retirement Fund multi-year asset trail

Latest sponsor-wide plan assets: $83K 38.030818581086145% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$133K
2023	1	N/A	$94K
2024	1	N/A	$83K

Ufcw Union Local 1049 Retirement Fund filing trail (2024)

Total Assets (Beginning of Year)	$94K
Net Assets (End of Year)	$72K
Net Income	$5K
Employer EIN	221468736
Plan Effective Date	1949-06-28
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Ufcw Union Local 1049 Retirement 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 Union Local 1049 Retirement Fund side-by-side with 3 peers →

Ufcw Union Local 1049 Retirement 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 Portland Cement Association Retirement Plan in VA at $84K (this filing: $83K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83K here).

Portland Cement Association Retirement Plan (VA) $84K · 14
Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. (PA) $87K · 6
The 2017 Employees' Pension Plan of Battelle Memorial Institute (OH) $77K · N/A
Musco Food Corporation Defined Benefit Plan (NY) $77K · 21

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 Union Local 1049 Retirement Fund assets move in 2024? ▼

Ufcw Union Local 1049 Retirement Fund pulled back noticeably - down 11.9% during 2024, from $94K to $83K. Reported net income was $5K.

How have Ufcw Union Local 1049 Retirement Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ufcw Union Local 1049 Retirement Fund's sponsor-wide assets declined 38.0%, from $133K to $83K.

Where does Ufcw Union Local 1049 Retirement Fund rank by assets among Form 5500 filers? ▼

Ufcw Union Local 1049 Retirement Fund ranks in the 5th 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 Union Local 1049 Retirement Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Portland Cement Association Retirement Plan in VA ($84K, 14 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 221468736.