Defined Benefit (Pension) · DOL Form 5500 · 2023
United Food & Commercial Workers Union - Employer Pension Fund Pension Plan
Data updated 2026-08-25
- $325M
- Total assets Above avg plan size
- 4,180
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $77,687
- Avg per participant Below avg balance/head
Official DOL plan name: United Food & Commercial Workers Union - Employer Pension Fund · Sponsored by United Food & Commercial Workers Union - Employer Pension Fund · Ohio · Retail Trade
$325M in assets, 4,180 participants
United Food & Commercial Workers Union - Employer Pension Fund's United Food & Commercial Workers Union - Employer Pension Fund reported $325M in total assets and 4,180 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,230 in Retail Trade (8,414 peers)
Coverage in Ohio
United Food & Commercial Workers Union - Employer Pension Fund covers 4,180 participants in Ohio, 5.5x the typical Ohio plan (state average ~765 per filing). Assets: $325M.
- #8,230
- in Retail Trade (8,414 peers)
- +19.1%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
United Food & Commercial Workers Union - Employer Pension Fund's outsized position by total assets
United Food & Commercial Workers Union - Employer Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$324,731,115 Top 4% higher than 96% 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 - Employer Pension Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Food & Commercial Workers Union - Employer Pension Fund lands in the large band (4,180 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Food & Commercial Workers Union - Employer Pension Fund reported net income rose from $19M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- United Food & Commercial Workers Union - Employer Pension Fund end-of-year assets rose from $273M in the plan year 2022 filing to $325M in the plan year 2023 filing.
- United Food & Commercial Workers Union - Employer Pension Fund reported participants fell from 4,343 in the plan year 2022 filing to 4,180 in the plan year 2023 filing.
DOL schedule card
Filing strip 346665155 · United Food & Commercial Workers Union - Employer Pension Fund PY 2023 · Defined Benefit (Pension)
United Food & Commercial Workers Union - Employer Pension Fund · $325M · 4,180 · 96th
- IND $325M
- IND 4,180
- IND 96th
- IND Defined Benefit (Pension)
- IND near The University of Chicago Pension Plan for Staff Employees
- IND ind #8230
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 - Employer Pension Fund in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $273M |
|---|---|
| Net Assets (End of Year) | $325M |
| Net Income | $52M |
| Employer EIN | 346665155 |
| Plan Effective Date | 1960-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Food & Commercial Workers Union - Employer Pension Fund)
Sponsor-wide plan assets over time
All United Food & Commercial Workers Union - Employer Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $340M 24.524515872601775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,343 | $273M |
| 2023 | 1 | 4,180 | $325M |
| 2024 | 1 | 3,916 | $340M |
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 - Employer Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is The University of Chicago Pension Plan for Staff Employees in IL ($325M); by covered participants it is American International Group Inc Retirement Plan in NY (4,176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($325M here).
- The University of Chicago Pension Plan for Staff Employees (IL) $325M · 5,442
- Ingredion Pension Plan (IL) $325M · 816
- Riceland Foods, Inc. Employee Benefit Pension Plan (AR) $324M · 412
- Alex Lee, Inc. and Affiliates Pension Plan (NC) $326M · 6,181
Similar participant headcount
Nearest other-state filings by covered participants (4,180 participants); asset peers above are excluded.
- American International Group Inc Retirement Plan (NY) 4,176 · 4 off
- Employees Retirement Plan of Hajoca Corporation (PA) 4,174 · 6 off
- Chevron Phillips Chemical Company LP Retirement Plan (TX) 4,165 · 15 off
- Oncor Retirement Plan (TX) 4,198 · 18 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.