Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees-Ufcw Local 174 Commercial Pension Pension Plan

Data updated 2026-08-25

$429K
Total assets Small plan by assets
N/A
Participants Small participant base
16th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ufcw Local 174 Commercial Pension Fund · Sponsored by Board of Trustees-Ufcw Local 174 Commercial Pension · Pennsylvania · Retail Trade

$429K in assets, N/A participants

Board of Trustees-Ufcw Local 174 Commercial Pension's Ufcw Local 174 Commercial Pension Fund reported $429K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,138 in Retail Trade (8,048 peers)

2024 asset change

Ufcw Local 174 Commercial Pension Fund pulled back noticeably 8.6% in 2024 ($469K → $429K) for N/A participants.

#2,138
in Retail Trade (8,048 peers)
-8.6%
assets change YoY

The plan reported a net loss of $33K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ufcw Local 174 Commercial Pension Fund among the smaller filed plans by assets

Ufcw Local 174 Commercial Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$428,645 16th percentile higher than 16% of 123,620 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 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ufcw Local 174 Commercial Pension Fund reported net income fell from $126K in the plan year 2023 filing to -$33K in the plan year 2024 filing.
  • Ufcw Local 174 Commercial Pension Fund end-of-year assets fell from $469K in the plan year 2023 filing to $429K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133563111 · Board of Trustees-Ufcw Local 174 Commercial Pension PY 2024 · Defined Benefit (Pension)

Ufcw Local 174 Commercial Pension Fund · $429K · N/A · 16th

  • PCT $429K
  • EIN N/A
  • RANK 16th
  • PHOTO Defined Benefit (Pension)
  • IND near Pension Plan and Trust for Union Employees
  • EOY ind #2138

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 Pennsylvania →

Ufcw Local 174 Commercial Pension Fund in the asset neighbourhood

Ufcw Local 174 Commercial Pension FundUfcw Local 174 Commercial Pe…$429KPension Plan and Trust for Union EmployeesPension Plan and Trust for U…$429KPremier Nephrology Med Group Inc Cash Balance Pension PlanPremier Nephrology Med Group…$431KVeterinary Medical Center Cash Balance Pension PlanVeterinary Medical Center Ca…$431KMark Polan, a Professional Law Corporation Defined Benefit Pension PlanMark Polan, a Professional L…$432K
End-of-year total assets ($M) among Ufcw Local 174 Commercial Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Board of Trustees-Ufcw Local 174 Commercial Pension years around the 2024 move

Sponsor-wide plan assets over time

All Board of Trustees-Ufcw Local 174 Commercial Pension plans reported in each filing year

Latest sponsor-wide plan assets
$429K 6.168253349765664% vs 2022
2024 filing year
$0.42M$0.44M$0.46M$0.48M 202220232024 $0.46M $0.43M ▼ -6.5%
Year Plans Participants Total Assets
2022 1 N/A $457K
2023 1 N/A $469K
2024 1 N/A $429K

2024 asset-move particulars

Total Assets (Beginning of Year)$469K
Net Assets (End of Year)$396K
Net Income-$33K
Employer EIN133563111
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Ufcw Local 174 Commercial Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ufcw Local 174 Commercial Pension Fund, Total assets ($B): 0.000428645 · Participants: 0Ufcw Local 174 Commercial Pension FundNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Ufcw Local 174 Commercial Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Ufcw Local 174 Commercial Pension Fund side-by-side with 3 peers →

Ufcw Local 174 Commercial Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Pennsylvania, the nearest Defined Benefit (Pension) by end-of-year assets is Pension Plan and Trust for Union Employees in OH at $429K (this filing: $429K).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ufcw Local 174 Commercial Pension Fund assets move in 2024? ▼
Ufcw Local 174 Commercial Pension Fund pulled back noticeably - down 8.6% during 2024, from $469K to $429K. Reported net income was -$33K.
How have Board of Trustees-Ufcw Local 174 Commercial Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees-Ufcw Local 174 Commercial Pension's sponsor-wide assets declined 6.2%, from $457K to $429K.
Where does Ufcw Local 174 Commercial Pension Fund rank by assets among Form 5500 filers? ▼
Ufcw Local 174 Commercial Pension Fund ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Ufcw Local 174 Commercial Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan and Trust for Union Employees in OH ($429K, 18 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133563111.

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.