Defined Benefit (Pension) · DOL Form 5500 · 2023

Ufcw Regional Pension Fund Pension Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
661
Participants Below avg headcount
93rd
Percentile by assets National rank
$197,650
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ufcw Regional Pension Fund · Sponsored by Ufcw Regional Pension Fund · New Jersey · Retail Trade

$131M in assets, 661 participants

Ufcw Regional Pension Fund's Ufcw Regional Pension Fund reported $131M in total assets and 661 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,069 in Retail Trade (8,414 peers)

Where Ufcw Regional Pension Fund sits by assets

Ufcw Regional Pension Fund sits in the top 10% of all filed plans by assets, $131M for 661 participants (~$197,650/participant), up 95.6% in 2023.

#8,069
in Retail Trade (8,414 peers)
+95.6%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Ufcw Regional Pension Fund's outsized position by total assets

Ufcw Regional Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$130,646,485 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Ufcw Regional 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. Ufcw Regional Pension Fund sits mid-pack in the medium band (661 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufcw Regional Pension Fund reported net income rose from $2M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Ufcw Regional Pension Fund end-of-year assets rose from $67M in the plan year 2022 filing to $131M in the plan year 2023 filing.
  • Ufcw Regional Pension Fund reported participants fell from 733 in the plan year 2022 filing to 661 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 166062287 · Ufcw Regional Pension Fund PY 2023 · Defined Benefit (Pension)

Ufcw Regional Pension Fund · $131M · 661 · 93rd

  • VS-ST $131M
  • VS-ST 661
  • VS-ST 93rd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC
  • VS-ST ind #8069

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 New Jersey →

Ufcw Regional Pension Fund in the asset neighbourhood

Retirement Plan for Employees of White Plains Hospital Medical CenterRetirement Plan for Employee…$131MCargill Meat Solutions Corporation Employees Retirement PlanCargill Meat Solutions Corpo…$131MComau LLC Employees' Retirement Income PlanComau LLC Employees' Retirem…$131MUfcw Regional Pension Fund$131MThe Retirement Plan for Employees of the United States Offices of Lloyds Bank PLCThe Retirement Plan for Empl…$131M
End-of-year total assets ($M) among Ufcw Regional Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$130M
Net Income$67M
Employer EIN166062287
Plan Effective Date2001-07-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Ufcw Regional Pension Fund)

Sponsor-wide plan assets over time

All Ufcw Regional Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$131M 95.64282789886379% vs 2022
2023 filing year
$60M$80M$100M$120M$140M 20222023 $66.8M $131M ▲ +95.6%
Year Plans Participants Total Assets
2022 1 733 $67M
2023 1 661 $131M

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ufcw Regional Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Ufcw Regional Pension Fund, Total assets ($B): 0.130646485 · Participants: 661Ufcw Regional Pension FundRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Ufcw Regional Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Ufcw Regional Pension Fund side-by-side with 3 peers →

Ufcw Regional Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC in NY ($131M); by covered participants it is Leggett & Platt, Incorporated Retirement Plan in MO (661 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (661 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.

Frequently Asked Questions

How did Ufcw Regional Pension Fund assets move in 2023? ▼
Ufcw Regional Pension Fund surged - up 95.6% during 2023, from $67M to $131M. Reported net income was $67M.
How have Ufcw Regional Pension Fund plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ufcw Regional Pension Fund's sponsor-wide assets grew 95.6%, from $67M to $131M.
Where does Ufcw Regional Pension Fund rank by assets among Form 5500 filers? ▼
Ufcw Regional Pension Fund ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ufcw Regional Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC in NY ($131M, 57 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Regional Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Leggett & Platt, Incorporated Retirement Plan in MO (661 participants, $61M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 166062287.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.