Defined Benefit (Pension) · DOL Form 5500 · 2023
United Food & Commercial Workers Union Local 880 - Mercantile Pension Plan
Data updated 2026-08-11
- $48M
- Total assets
- 817
- Participants
- 85th
- Percentile by assets
- $58,583
- Avg per participant
Official DOL plan name: United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund · Sponsored by United Food & Commercial Workers Union Local 880 - Mercantile · Ohio · Retail Trade
$48M in assets, 817 participants
United Food & Commercial Workers Union Local 880 - Mercantile's United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund reported $48M in total assets and 817 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 127,072 plans)
- #7,704 in Retail Trade (8,414 peers)
Where United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund sits by assets
United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund sits in the top quartile of all filed plans by assets, $48M for 817 participants (~$58,583/participant), up 20.0% in 2023.
- $48M
- total plan assets (2023 EOY)
- 817
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $58,583
- avg assets per participant
Where United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund sits by total assets
United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$47,862,331 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund reported net income rose from $3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund end-of-year assets rose from $40M in the plan year 2022 filing to $48M in the plan year 2023 filing.
- United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund reported participants rose from 769 in the plan year 2022 filing to 817 in the plan year 2023 filing.
United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund vs the 2023 asset distribution
By assets, United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $8M |
| Employer EIN | 516031766 |
| Plan Effective Date | 1967-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Food & Commercial Workers Union Local 880 - Mercantile)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 769 | $40M |
| 2023 | 1 | 817 | $48M |
| 2024 | 1 | 747 | $50M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- American Electric Power System Retirement Plan $4.5B · 15,595
- Parker Defined Benefit Plan $3.7B · 191
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund by total assets, not by location.
- Derrickmens Pension Fund, Local 197 (NY) $48M · 132
- West Fraser, Inc. Pension Plan (TN) $48M · 931
- Smart Financial Credit Union Employees Pension Plan (TX) $48M · 159
- Arizona Laborers & Teamsters Pension Trust Fund (AZ) $48M · N/A
Frequently Asked Questions
How did United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund assets move in 2023? ▼
How have United Food & Commercial Workers Union Local 880 - Mercantile plan assets changed over time? ▼
Where does United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund? ▼
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Scale reading
Ways to act on United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund's numbers.
- By total assets, United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
- United Food & Commercial Workers Union Local 880 - Mercantile's sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Retail Trade plans