Defined Benefit (Pension) · DOL Form 5500 · 2023

Ufcw National Health and Welfare Fund Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
29
Participants Small participant base
68th
Percentile by assets National rank
$536,049
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan of the Ufcw National Health and Welfare Fund · Sponsored by Ufcw National Health and Welfare Fund · New Jersey · Retail Trade

$16M in assets, 29 participants

Ufcw National Health and Welfare Fund's Retirement Plan of the Ufcw National Health and Welfare Fund reported $16M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,608 in Retail Trade (8,414 peers)

Ufcw National Health and Welfare Fund multi-year trail

Ufcw National Health and Welfare Fund's plans moved +21.5% in assets from 2022 to 2024; this filing shows Retirement Plan of the Ufcw National Health and Welfare Fund at $16M / 29 participants.

#6,608
in Retail Trade (8,414 peers)
+13.5%
assets growth YoY

Retirement Plan of the Ufcw National Health and Welfare Fund's outsized position by total assets

Retirement Plan of the Ufcw National Health and Welfare Fund vs every filed plan by assets

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

$15,545,407 Top 32% higher than 68% 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

Retirement Plan of the Ufcw National Health and Welfare Fund among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of the Ufcw National Health and Welfare Fund is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of the Ufcw National Health and Welfare Fund reported net income rose from $662K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Retirement Plan of the Ufcw National Health and Welfare Fund end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 221458594 · Ufcw National Health and Welfare Fund PY 2023 · Defined Benefit (Pension)

Retirement Plan of the Ufcw National Health and Welfare Fund · $16M · 29 · 68th

  • EIN $16M
  • RANK 29
  • PHOTO 68th
  • IND Defined Benefit (Pension)
  • EOY near Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan
  • 5500 ind #6608

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 →

Retirement Plan of the Ufcw National Health and Welfare Fund in the asset neighbourhood

Retirement Plan of the Ufcw National Health and Welfare FundRetirement Plan of the Ufcw …$16MRocky Mountain Gastroenterology Associates, PLLC Cash Balance PlanRocky Mountain Gastroenterol…$16MSensata Technologies Employees Pension PlanSensata Technologies Employe…$16MCorning Museum of Glass Pension PlanCorning Museum of Glass Pens…$16MLazard Freres & Co. LLC Employees' Pension PlanLazard Freres & Co. LLC Empl…$16M
End-of-year total assets ($M) among Retirement Plan of the Ufcw National Health and Welfare Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ufcw National Health and Welfare Fund multi-year asset trail

Sponsor-wide plan assets over time

All Ufcw National Health and Welfare Fund plans reported in each filing year

Latest sponsor-wide plan assets
$17M 21.510230848913714% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.7M $16.7M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 29 $14M
2023 1 29 $16M
2024 1 32 $17M

Ufcw National Health and Welfare Fund filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN221458594
Plan Effective Date1970-09-01
Filing StatusFILING RECEIVED

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 the Ufcw National Health and Welfare Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Retirement Plan of the Ufcw National Health and Welfare Fund, Total assets ($B): 0.015545407 · Participants: 29Retirement Plan of the Ufcw National Health and Welfare FundRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Retirement Plan of the Ufcw National Health and Welfare Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Retirement Plan of the Ufcw National Health and Welfare Fund side-by-side with 3 peers →

Retirement Plan of the Ufcw National Health and Welfare Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan in CO ($16M); by covered participants it is The York Water Company Pension Plan for General and Administrative Employees in PA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Retirement Plan of the Ufcw National Health and Welfare Fund assets move in 2023? ▼
Retirement Plan of the Ufcw National Health and Welfare Fund grew at a solid clip - up 13.5% during 2023, from $14M to $16M. Reported net income was $2M.
How have Ufcw National Health and Welfare Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ufcw National Health and Welfare Fund's sponsor-wide assets grew 21.5%, from $14M to $17M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan of the Ufcw National Health and Welfare Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rocky Mountain Gastroenterology Associates, PLLC Cash Balance Plan in CO ($16M, 108 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan of the Ufcw National Health and Welfare Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The York Water Company Pension Plan for General and Administrative Employees in PA (29 participants, $44M 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 221458594.

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.