Defined Benefit (Pension) · DOL Form 5500 · 2023

United Food and Commercial Workers Employers Pension Plan Pension Plan

Data updated 2026-08-11

$475M
Total assets: 278
Participants: 97th
Percentile by assets: $1.7M
Avg per participant

Official DOL plan name: United Food and Commercial Workers Unions and Employers Pension Plan · Sponsored by United Food and Commercial Workers Employers Pension Plan · Wisconsin · Retail Trade

$475M in assets, 278 participants

United Food and Commercial Workers Employers Pension Plan's United Food and Commercial Workers Unions and Employers Pension Plan reported $475M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#8,273 in Retail Trade (8,414 peers)

Coverage in Wisconsin

United Food and Commercial Workers Unions and Employers Pension Plan covers 278 participants in Wisconsin, about 49% of the average Wisconsin filer (state average ~563 per filing). Assets: $475M.

$475M
total plan assets (2023 EOY): 278
covered participants: 97th
percentile by assets (of 127,072 plans): $1.7M
avg assets per participant

Where United Food and Commercial Workers Unions and Employers Pension Plan sits by total assets

United Food and Commercial Workers Unions and Employers Pension Plan vs every filed plan by assets

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

$474,665,346 Top 3% higher than 97% 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 and Commercial Workers Unions and Employers Pension Plan reported net income rose from -$28M in the plan year 2022 filing to $25M in the plan year 2023 filing.
United Food and Commercial Workers Unions and Employers Pension Plan end-of-year assets rose from $450M in the plan year 2022 filing to $475M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Retail Trade

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. United Food and Commercial Workers Unions and Employers Pension Plan reports 278 participants - about 49% of that state average ($475M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$450M
Net Assets (End of Year)	$474M
Net Income	$25M
Employer EIN	396069053
Plan Effective Date	1963-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (United Food and Commercial Workers Employers Pension Plan)

Total plan assets by year, all United Food and Commercial Workers Employers Pension Plan plans on file

Year	Plans	Participants	Total Assets
2022	1	278	$450M
2023	1	278	$475M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

United Food and Commercial Workers Unions and Employers Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
Harley-Davidson Retirement Plan $1.9B · 1,560
Rockwell Automation Pension Plan $1.8B · 2,136

Compare United Food and Commercial Workers Union… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to United Food and Commercial Workers Unions and Employers Pension Plan by total assets, not by location.

American Cancer Society, Inc. Retirement Annuity Plan (GA) $475M · 1,306
Grant Thornton LLP Employees' Retirement Plan (IL) $476M · 7,078
Ironworkers National Pension Plan (IL) $476M · 2,555
St. Lukes Health Network Pension Plan (PA) $476M · 2,382

Frequently Asked Questions

How did United Food and Commercial Workers Unions and Employers Pension Plan assets move in 2023? ▼

United Food and Commercial Workers Unions and Employers Pension Plan grew at a solid clip - up 5.4% during 2023, from $450M to $475M. Reported net income was $25M.

How have United Food and Commercial Workers Employers Pension Plan plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), United Food and Commercial Workers Employers Pension Plan's sponsor-wide assets grew 5.4%, from $450M to $475M.

Where does United Food and Commercial Workers Unions and Employers Pension Plan rank by assets among Form 5500 filers? ▼

United Food and Commercial Workers Unions and Employers Pension Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to United Food and Commercial Workers Unions and Employers Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is American Cancer Society, Inc. Retirement Annuity Plan in GA ($475M, 1,306 participants).

Next read for United Food and Commercial Workers Union…

Filing takeaways

Ways to act on United Food and Commercial Workers Unions and Employers Pension Plan's numbers.

By total assets, United Food and Commercial Workers Unions and Employers Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
United Food and Commercial Workers Employers Pension Plan's sponsor-wide assets have grown 5.4% since 2022 across 2 plan years on file. More Retail Trade plans

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 396069053.