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
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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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Industry

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 EIN516031766
Plan Effective Date1967-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Food & Commercial Workers Union Local 880 - Mercantile)

$35M$40M$45M$50M$55M 202220232024 $39.9M $49.9M ▲ +25.3%
Total plan assets by year, all United Food & Commercial Workers Union Local 880 - Mercantile plans on file
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.

United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants United Food & Commer…, Total assets ($B): 0.047862331 · Participants: 817United Food & Commer…Firstenergy Corp. Ma…, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Ma…Nationwide Retiremen…, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retiremen…American Electric Po…, Total assets ($B): 4.475896468 · Participants: 15595American Electric Po…Parker Defined Benef…, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benef…Ohio Operating Engin…, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engin…
United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

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.

Frequently Asked Questions

How did United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund assets move in 2023?
United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund grew sharply - up 20.0% during 2023, from $40M to $48M. Reported net income was $8M.
How have United Food & Commercial Workers Union Local 880 - Mercantile plan assets changed over time?
Across 3 plan years on file (2022-2024), United Food & Commercial Workers Union Local 880 - Mercantile's sponsor-wide assets grew 25.2%, from $40M to $50M.
Where does United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund rank by assets among Form 5500 filers?
United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Derrickmens Pension Fund, Local 197 in NY ($48M, 132 participants).

Next read for United Food & Commercial Workers Union L…

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