Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund Pension Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
481
Participants Below avg headcount
85th
Percentile by assets National rank
$97,190
Avg per participant Below avg balance/head
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Official DOL plan name: U.F.C.W. District Union Local Two & Employers Pension Fund · Sponsored by Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund · Florida · Manufacturing

$47M in assets, 481 participants

Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund's U.F.C.W. District Union Local Two & Employers Pension Fund reported $47M in total assets and 481 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.

  • #14,631 in Manufacturing (18,722 peers)

Where U.F.C.W. District Union Local Two & Employers Pension Fund sits by assets

U.F.C.W. District Union Local Two & Employers Pension Fund sits in the top quartile of all filed plans by assets, $47M for 481 participants (~$97,190/participant), down 12.2% in 2023.

#14,631
in Manufacturing (18,722 peers)
-12.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

U.F.C.W. District Union Local Two & Employers Pension Fund's outsized position by total assets

U.F.C.W. District Union Local Two & Employers Pension Fund vs every filed plan by assets

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

$46,748,533 Top 15% higher than 85% 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

U.F.C.W. District Union Local Two & Employers 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. U.F.C.W. District Union Local Two & Employers Pension Fund sits mid-pack in the medium band (481 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U.F.C.W. District Union Local Two & Employers Pension Fund reported net income rose from -$9M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
  • U.F.C.W. District Union Local Two & Employers Pension Fund end-of-year assets fell from $53M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • U.F.C.W. District Union Local Two & Employers Pension Fund reported participants fell from 518 in the plan year 2022 filing to 481 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 436049855 · Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund PY 2023 · Defined Benefit (Pension)

U.F.C.W. District Union Local Two & Employers Pension Fund · $47M · 481 · 85th

  • SCH $47M
  • SCH 481
  • SCH 85th
  • SCH Defined Benefit (Pension)
  • SCH near Nus Corporation Employees' Pension Plan
  • SCH ind #14631

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 Manufacturing retirement plans → · Plans in Florida →

U.F.C.W. District Union Local Two & Employers Pension Fund in the asset neighbourhood

Wec Energy Group Retirement Plan for Minnesota Energy Resources CorporationWec Energy Group Retirement …$47MU.F.C.W. District Union Local Two & Employers Pension FundU.F.C.W. District Union Loca…$47MNus Corporation Employees' Pension PlanNus Corporation Employees' P…$47MRidley USA Inc Salaried Retirement PlanRidley USA Inc Salaried Reti…$47MSheet Metal Workers Local No. 4 Pension PlanSheet Metal Workers Local No…$47M
End-of-year total assets ($M) among U.F.C.W. District Union Local Two & Employers 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)$53M
Net Assets (End of Year)$47M
Net Income-$6M
Employer EIN436049855
Plan Effective Date1963-10-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund)

Sponsor-wide plan assets over time

All Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$192M 260.50607969835033% vs 2022
2024 filing year
$0M$50M$100M$150M$200M$250M 202220232024 $53.3M $192M ▲ +260.5%
Year Plans Participants Total Assets
2022 1 518 $53M
2023 1 481 $47M
2024 1 468 $192M

Nearby Defined Benefit (Pension) Plans in Florida

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

U.F.C.W. District Union Local Two & Employers Pension Fund vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants U.F.C.W. District Union Local Two & Employers Pension Fund, Total assets ($B): 0.046748533 · Participants: 481U.F.C.W. District Union Local Two & Employers Pension FundL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
U.F.C.W. District Union Local Two & Employers Pension Fund vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants

U.F.C.W. District Union Local Two & Employers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Nus Corporation Employees' Pension Plan in TX ($47M); by covered participants it is Pension Fund of Heat and Frost Insulators Local 12 in NY (481 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (481 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 U.F.C.W. District Union Local Two & Employers Pension Fund assets move in 2023?
U.F.C.W. District Union Local Two & Employers Pension Fund pulled back noticeably - down 12.2% during 2023, from $53M to $47M. Reported net income was -$6M.
How have Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund's sponsor-wide assets grew 260.5%, from $53M to $192M.
Where does U.F.C.W. District Union Local Two & Employers Pension Fund rank by assets among Form 5500 filers?
U.F.C.W. District Union Local Two & Employers 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 U.F.C.W. District Union Local Two & Employers Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nus Corporation Employees' Pension Plan in TX ($47M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to U.F.C.W. District Union Local Two & Employers Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Fund of Heat and Frost Insulators Local 12 in NY (481 participants, $141M in assets).