Defined Benefit (Pension) · DOL Form 5500 · 2023
United Food & Commercial Workers- Employer Health & Welfare Fund Pension Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $566,499
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund · Sponsored by United Food & Commercial Workers- Employer Health & Welfare Fund · Ohio · Retail Trade
$12M in assets, 22 participants
United Food & Commercial Workers- Employer Health & Welfare Fund's Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund reported $12M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #6,233 in Retail Trade (8,414 peers)
2023 asset change
Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund grew sharply 16.0% in 2023 ($11M → $12M) for 22 participants.
- #6,233
- in Retail Trade (8,414 peers)
- +16.0%
- assets growth YoY
Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund's mid-pack asset rank among Retail Trade and all filers
Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,462,977 Top 37% higher than 63% 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
Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & 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. Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund is a small filing (22 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 346726563 · United Food & Commercial Workers- Employer Health & Welfare Fund PY 2023 · Defined Benefit (Pension)
Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund · $12M · 22 · 63rd
- 5500 $12M
- 5500 22
- 5500 63rd
- 5500 Defined Benefit (Pension)
- 5500 near Northern Nevada Plumbers & Pipefitters Variable Defined Benefit Plan
- 5500 ind #6233
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 →
Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund in the asset neighbourhood
United Food & Commercial Workers- Employer Health & Welfare Fund years around the 2023 move
Sponsor-wide plan assets over time
All United Food & Commercial Workers- Employer Health & Welfare Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 2.7483561913016445% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 22 | $12M |
| 2024 | 1 | 24 | $13M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 346726563 |
| Plan Effective Date | 1973-10-01 |
| Filing Status | FILING RECEIVED |
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
Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Northern Nevada Plumbers & Pipefitters Variable Defined Benefit Plan in NV ($12M); by covered participants it is Tri-County Eye Institute, Inc. Defined Benefit Pension Plan in CA (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 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.