Defined Benefit (Pension) · DOL Form 5500 · 2023
United Food & Commercial Workers Union Local 880 - Mercantile Pension Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 817
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $58,583
- Avg per participant Low balance/head
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.
- #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.
- #7,704
- in Retail Trade (8,414 peers)
- +20.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund's outsized position 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
United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund sits mid-pack in the medium band (817 participants).
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.
EBSA filing schedule strip
Filing strip 516031766 · United Food & Commercial Workers Union Local 880 - Mercantile PY 2023 · Defined Benefit (Pension)
United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund · $48M · 817 · 85th
- VS-ST $48M
- BOY 817
- SCH 85th
- EBSA Defined Benefit (Pension)
- PART near Derrickmens Pension Fund, Local 197
- TYPE ind #7704
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 Ohio →
United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All United Food & Commercial Workers Union Local 880 - Mercantile plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 25.248762071048763% vs 2022
- 2024 filing year
| 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
United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Derrickmens Pension Fund, Local 197 in NY ($48M); by covered participants it is Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan in GA (817 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (817 participants); asset peers above are excluded.
- Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan (GA) 817 · 0 off
- Retirement Plan of Tennessee Farmers Mutual Insura (TN) 817 · 0 off
- Wwec Local 863 Pension Plan (NJ) 817 · 0 off
- Ingredion Pension Plan (IL) 816 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.