Other
2024 plan-year Other DOL Form 5500

UFCW UNION LOCAL 1049 RETIREMENT FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UFCW UNION LOCAL 1049 RETIREMENT FUND

This Other plan holds $83K in total assets and serves N/A participants as of 2024. It is sponsored by UFCW UNION LOCAL 1049 RETIREMENT FUND in New Jersey. The plan reported positive net income of $5K for the year.

Total Assets (2023)
$83K
Participants
N/A
State
Industry
Retail Trade

What the Filing Says About UFCW UNION LOCAL 1049 RETIREMENT FUND

UFCW UNION LOCAL 1049 RETIREMENT FUND is a Other retirement plan sponsored by UFCW UNION LOCAL 1049 RETIREMENT FUND, headquartered in New Jersey. As of the 2024 Form 5500 filing, the plan reports $83K in total end-of-year assets and covers N/A participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 221468736, and the plan has been effective since 1949-06-28. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $94K at the beginning of 2024 to $83K at year-end — a decline of 11.9%. Net assets (after liabilities) closed the year at $72K, with reported net income of $5K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$94K
Total Assets (End of Year)$83K
Net Assets (End of Year)$72K
Net Income$5K
Plan TypeOther
Employer EIN221468736
Plan Effective Date1949-06-28
Filing StatusFILING RECEIVED

Sponsor Plan History (UFCW UNION LOCAL 1049 RETIREMENT FUND)

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

Nearby Other Plans in New Jersey

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the UFCW UNION LOCAL 1049 RETIREMENT FUND?
As of the 2024 Form 5500 filing, UFCW UNION LOCAL 1049 RETIREMENT FUND holds $83K in total assets with N/A participants. It is sponsored by UFCW UNION LOCAL 1049 RETIREMENT FUND.
What type of plan is UFCW UNION LOCAL 1049 RETIREMENT FUND?
UFCW UNION LOCAL 1049 RETIREMENT FUND is a Other plan. It has been effective since 1949-06-28. The plan is filed with the U.S. Department of Labor under EIN 221468736.
Who sponsors the UFCW UNION LOCAL 1049 RETIREMENT FUND?
UFCW UNION LOCAL 1049 RETIREMENT FUND is sponsored by UFCW UNION LOCAL 1049 RETIREMENT FUND, located in New Jersey. The sponsor's EIN is 221468736 and the plan operates in the Retail Trade industry.
How did UFCW UNION LOCAL 1049 RETIREMENT FUND perform in 2024?
UFCW UNION LOCAL 1049 RETIREMENT FUND declined by 11.9% during 2024, moving from $94K to $83K in total assets. Net income was $5K.
Where can I find official filings for UFCW UNION LOCAL 1049 RETIREMENT FUND?
Official Form 5500 filings for UFCW UNION LOCAL 1049 RETIREMENT FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 221468736 or plan name at efast.dol.gov.
How does UFCW UNION LOCAL 1049 RETIREMENT FUND compare to other plans?
You can compare UFCW UNION LOCAL 1049 RETIREMENT FUND against other Other plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.